港股異動丨燃氣股普漲 中俄東線天然氣管道投產通氣有利於下游用氣消費
格隆匯12月3日丨燃氣股普漲,其中天倫燃氣(1600.HK)漲近4%領漲,崑崙燃氣(0135.HK)漲近2%。經過5年建設,備受矚目的中俄東線天然氣管道於12月2日正式投產通氣。這是我國單管輸量最大的跨境長輸天然氣管道,中段和南段還將在未來陸續投產,經東北至華北最後通到上海,輸氣量將逐步提升至每年380億立方米。中俄東線通氣之後,中俄西線和中俄遠東線未來都有提上議事日程的可能。中石油集團專家表示,380億立方米相當於國內天然氣消費量的十分之一左右,影響舉足輕重。為此,國內應加快建設儲氣庫並優化調度。另外,俄氣的價格比海上LNG、中亞氣、緬甸氣都更有優勢,有助於降低天然氣使用成本,推動天然氣消費,將催生天然氣發電、綠色交通等更多新業態、新產業。
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