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港股異動 | 燃氣股個別發展天倫燃氣漲5.4% LNG市場均價環比上週上漲
格隆匯 10-24 15:44
格隆匯10月24日丨燃氣股個別發展,天倫燃氣(1600.HK)漲5.4%、崑崙能源(0135.HK)漲4.5%,中國燃氣(0384.HK)逆勢跌2.45%、新奧能源(2688.HK)跌1.37%。消息面上,截至2019年10月23日,液化天然氣(LNG)市場均價為3758.353元/噸,環比上週上調246.529元/噸,上漲7.02%。川財證券指出,上週因北方地區氣温降低及瀕臨冬季供暖,LNG現貨價格出現上漲,但仍低於去年同期水平。考慮到近期發佈了《京津冀及周邊地區秋冬季治氣攻堅方案》,要求2019-2020年秋冬季PM2.5平均濃度同比下降4%,重度及以上污染天數同比減少6%,同比去年變得更加嚴格,並且今年天然氣需求有望同比繼續增長10%,冬季天然氣仍有可能出現供不應求。
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