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燃氣板塊走強 重慶燃氣等多股漲停
格隆匯 03-26 10:47
格隆匯3月26日丨燃氣板塊今日繼續走強,重慶燃氣、洪通燃氣、新天綠能、新疆火炬漲停,佛燃能源、深圳燃氣、成都燃氣等走強。財報季來臨,機構最新持倉情況也浮出水面。從近期密集披露的上市公司年報來看,多隻燃氣股獲百億級私募加持。新天綠能年報顯示,頭部量化私募幻方量化旗下青溪5號私募基金,去年年末新進為該公司第四大流通股東。千億量化私募明汯投資旗下明汯朱庇特2號新進為貴州燃氣的前十大流通股東,持股數為164.31萬股。天風證券研報表示,中國提出2060年實現碳中和,有助於提速天然氣產業發展。考慮到天然氣的清潔性、以及能源轉型中對可再生能源的互補作用,碳中和可能要求天然氣在未來十年更快發展。

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