量價齊升機遇期 燃氣分銷龍頭將顯著受益
中國“北極”漠河9月16日提前供暖,開啟8個月的供暖期。目前,北方主要大省已陸續開展供暖前的各項準備工作。據預計,2019年我國天然氣表觀消費量將達3100億立方米左右,同比增長約10%。量價齊升,利好建立較為成熟分銷網絡的各地方龍頭燃氣分銷企業。結合中俄東線天然氣管道項目12月1日開通這一歷史性事件,建議關注與之相關的企業。陝天然氣組建黑龍江管網公司;長春燃氣8月開始上調長春市城區民用燃氣價格。
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