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研報掘金丨國信證券:維持中國石油“優於大市”評級,煤巖氣成為天然氣增產新動能
格隆匯 02-20 14:04

國信證券研報指出,中國石油(601857.SH)宣佈煤層氣公司全年生產煤巖氣19.6億立方米,同比增長90.4%。該公司全年總產量達到41.2億立方米,同比增長20.96%。煤巖氣是不同於煤層氣的新類型非常規天然氣:“十四五”之前我國煤層氣勘探開發主要集中在1200m以淺煤層。2024年我國天然氣表觀消費量4261億立方米,同比增長8%,2025年天然氣消費有望繼續維持中高速增長。據中石化經濟技術研究院預測,我國天然氣消費平台為6200億立方米,中長期維度我國天然氣市場空間較為廣闊,維持“優於大市”評級。

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