港股异动 | 燃气股走势较强 结构调整+环保加强 长期利好天然气行业
格隆汇9月17日丨燃气股走势较强,北京燃气蓝天(6828.HK)、新奥能源(2688.HK)和天伦燃气(1600.HK)涨幅居前。

统计局发布的数据显示,8月天然气生产平稳,进口保持较快增长。8月份,生产天然气138亿立方米,同比增长6.6%,增速比上月加快0.5个百分点;日均产量4.5亿立方米,与上月持平。1—8月份,生产天然气1141亿立方米,同比增长9.3%。8月份,进口天然气834万吨,同比增长7.3%,增速与上月持平。1—8月份,进口天然气6304万吨,同比增长10.3%。
上海证券认为,随着能源结构的调整和环境保护的加强,对燃气行业形成长期利好。维持燃气行业“增持”的投资评级,关注天然气供需变化情况。
国金证券预计,2019年全年消费同比增长11.3%,达到3096亿立方米。国内天然气产量预计达到1487亿立方米,同比增长11%。
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