-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：切尼尔能源公司2026年第一季度业绩强劲，液化天然气（LNG）交付量创历史新高，达到187船（同比增长11%），调整后EBITDA为23.3亿美元（同比增长25%）。尽管由于48亿美元的不利衍生品公允价值变动，按美国通用会计准则（GAAP）计算，该公司亏损35亿美元。营收增长8%至58.7亿美元，管理层调整后的净利润为10.1亿美元，运营前景更加明朗。尽管会计准则存在波动，但我们认为美国LNG的强劲需求和高产能利用率支撑了该投资逻辑。管理层上调了2026财年业绩指引，预计EBITDA为72.5亿美元至77.5亿美元，可分配现金流为47.5亿美元至52.5亿美元。 5号生产线已于3月份基本完工，6号和7号生产线计划于年底完工，届时将新增1000万吨/年的产能。总额达4000万吨/年的大型扩建项目目前仍处于搁置状态，等待最终投资决定。鉴于中东地缘政治动荡导致卡塔尔液化天然气产能丧失，潜在的亚洲买家可能重新转向煤炭，我们认为管理层应保持谨慎。
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