燃氣板塊拉昇走強 東方環宇漲超6%
格隆匯10月30日丨燃氣板塊拉昇走強,東方環宇拉昇漲超6%,新天然氣漲超3%,金鴻控股、貴州燃氣、深圳燃等跟漲。隨着今年採暖季漸近,天然氣冬季保供戰全面提速衝刺。中石油、中石化、中海油多方增氣備戰,一大批儲氣庫、互聯互通工程陸續完工。近日,湖南、西寧、南京等地發改委紛紛宣佈調整非居民用天然氣銷售價格,這意味着從上游LNG、門站開始的漲價潮已聯動蔓延至下游售氣環節。其中,長沙、株洲等9市採暖季非居民用天然氣銷售價格最高聯動上調0.36元/立方米。業內人士判斷,今冬天然氣供應比較充足,需求較前兩年有一定下滑,但供需或仍處於緊平衡狀態。近期國內氣價開啟聯動上漲,預計今冬LNG(液化天然氣)市場價格會高於去年。
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