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燃氣板塊高開 長春燃氣(600333.SH)三連板
格隆匯 12-28 09:33
格隆匯12月28日丨燃氣板塊高開,長春燃氣開盤漲停,實現三連板;新天綠能漲超9%,大通燃氣漲超6%,南京公用、洪通燃氣、貴州燃氣等紛紛高開。12月23日,百川盈孚數據顯示,國內天然氣售價7718元/噸,相比11月初已經翻番,已走出2018年以來最高位。12月中旬以來,全國大範圍降温推動國內天然氣需求大幅上升,市場供需逐步趨緊,多地天然氣缺口擴大。此外,下半年以來國內製造業的超預期復甦也帶動我國天然氣的工業需求明顯上漲,疊加海外疫情下供需錯配,天然氣供需格局進一步趨緊,價格持續維持高位。中郵證券表示,隨着國內製造業景氣度持續復甦,鍊鋼、玻璃、電解鋁、煉化等大型工業領域開工率提升,後續用氣需求或將維持高位,LNG價格短期有望繼續走強。

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