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九豐能源(605090.SH):公司持續關注海氣與陸氣的價格變化及機會窗口
格隆匯 07-13 11:35

格隆匯7月13日丨有投資者向九豐能源(605090.SH)提問:如何看待目前的海氣價格和國內天然氣價格?

九豐能源回覆:2023年年初以來,國際(海氣)及國內天然氣價格總體震盪下行,海氣價格相對陸氣的定價也跟隨逐步優化。從長期的能源定價趨勢和資源供求關係變化來看,天然氣資源充裕的海氣資源會長期偏向寬鬆,國內天然氣的增量需求高度依賴進口資源,天然氣資源匱乏,陸氣偏緊會是常態。

公司資源池包括海氣和陸氣。陸氣資源主要包括自產LNG和外購氣。目前公司通過佈局能源作業服務項目及傳統LNG液化工廠,可以自主控制的LNG產能規模達到70萬噸;外購氣方面,公司根據需求缺口及價差,靈活採購部分LNG及PNG作為補充。根據資源的保障程度和成本優勢差異,海氣長約和自產LNG為公司資源池的核心資源,海氣現貨和國內外購氣為公司資源池的調節資源。

公司持續關注海氣與陸氣的價格變化及機會窗口,積極、適時尋求資源匹配,提高順價能力。

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