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港股異動丨燃氣股走強 冷冬或將帶來居民、工商業供熱需求的增加
格隆匯 10-20 14:49
格隆匯10月20日丨燃氣股走強,中國天然氣漲超7%領漲,天倫燃氣漲逾4%。據中國氣象局國家氣候中心預測,NINO3.4 SST指數將在11月繼續下探,隨後回升,本輪拉尼娜事件將於 2021年1月結束。受低温影響,我國部分地區已提前供暖。分析認為,冷冬將帶來居民、工商業供熱需求的增加,清潔能源供熱將受益於接入意願的加強以及熱量需求的增加。此外,俄羅斯國家評級機構調研報告披露,新冠病毒疫情大流行和歐洲天氣變暖可能會使俄羅斯2020年的天然氣出口規模降低16%。報告稱,2020年全球天然氣年度總需求可能會創紀錄地降低4-5%,造成最近11年來最大跌幅。

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