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信达证券4月28日发布研报称,给予新天然气(603393.SH)买入评级。评级理由主要包括:1)产销量:马必产量实现翻倍增长,潘庄受通路受阻影响产量小幅下降;2)售价:气价回调叠加通路受阻,公司煤层气平均售价小幅下降;3)成本:潘庄区块保持低成本优势,马必区块产量快速爬坡摊薄成本;4)通豫管线有望于2024年恢复通气,从而带来盈利修复;5)马必、紫金山区块有望快速放量,为公司提供业绩增长动能。(每日经济新闻)

Cinda Securities released a research report on April 28 stating that it gave a new natural gas (603393.SH) purchase rating. The main reasons for the rating include: 1) production and sales volume: production in Mabi doubled, and production declined slight

Zhitong Finance ·  Apr 28 14:54
Cinda Securities released a research report on April 28 stating that it gave a new natural gas (603393.SH) purchase rating. The main reasons for the rating include: 1) production and sales volume: production in Mabi doubled, and production declined slightly due to channel obstruction; 2) sales price: gas price pullback was compounded by channel obstruction, and the average sales price of the company's coalbed methane decreased slightly; 3) cost: Panzhuang block maintained a low cost advantage, and Mabi block production quickly climbed and diluted costs; 4) the Tongyu pipeline is expected to resume ventilation in 2024, leading to profit recovery; 5) the Mabi and Zijinshan blocks are expected to rapidly release volume, providing the company with momentum for performance growth. (Mainichi Keizai Shimbun)

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