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港股異動丨燃氣股逆勢上漲 國內天然氣價格開啟連漲模式
格隆匯 10-18 14:55
格隆匯10月18日丨燃氣股逆勢上漲,北京燃氣藍天(6828.HK)漲2.49%,崑崙能源(0135.HK)漲近2%。隨着北方城市冬季供暖消費旺季臨近,進入10月後國內液化天然氣市場行情逆轉,開啟連漲模式。10月16日國內天然氣最新報價已達到3770元/噸,較上一日上漲2.22%,已實現11連漲,近一週漲幅高達25%,十月以來累計漲幅近30%。分析指出,近日氣温下降,北方城市逐步進入冬季供暖期,地區城燃補庫開啟,帶動整體需求上漲,在市場“買漲不買跌”心理下,帶動市場投資。目前環保要求較為嚴格,積極建設清潔低碳、安全高效的現代能源體系,全力促進清潔能源消納,環保壓力、“煤改氣”刺激了天然氣的需求快速增長。需求支撐下,預計後市天然氣價格或將繼續推漲。此外,國家統計局今日公佈9月份的能源生產情況,中國9月份天然氣產量135億立方米,同比增長10.6%;1-9月份天然氣產量1277億立方米,同比增長9.5%。
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