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中信建投:多地天然氣銷售價格調整,城燃下游順價持續推進
中信建投研報表示,近期,湖南、北京發文調整下游天然氣銷售價格,加速天然氣順價。具體來看,湖南省依據天然氣價格聯動調節機制將長沙市居民第一檔用氣價格調增0.16元/立方米,從12月1日開始執行。聯動上調後,長沙市第一、二、三檔居民用氣終端銷售價格分別為2.992元/立方米、3.590元/立方米、4.488元/立方米。北京發改委發文將非居民用管道天然氣銷售價格自2024年11月15日至2025年3月15日調增0.47元/立方米。總體來看,伴隨天然氣價格聯動機制的完善,下游城燃順價有望持續推進。
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