西北區域工業發展勢頭強勁 天倫燃氣(1600.HK)或可長期受益
6月19-20日,天倫燃氣(1600.HK)組織分析師及投資者調研甘肅省白銀市與靖遠縣的城燃項目,集中考察了大型工業用戶及城市更新項目。

白銀市作爲此次調研活動的重點城市,展現出巨大的工業發展潛力。據瞭解,2024年天倫燃氣的白銀城燃項目工商業銷氣量已達到5,400餘萬方,同時,該項目於本年第一季度已超額完成業績目標,2025年城燃銷氣量或可進一步提升。
根據白銀市統計局最新數據顯示,1-4月,全市規模以上工業增加值同比增長15.5%,煤炭、化工、有色、電力四大主導行業完成增加值同比增長17%,佔全部規模以上工業的比重爲87.7%,其中:有色、化工、電力、煤炭行業分別增長27.7%、14%、6.9%、7.4%。
與此同時,國務院新聞辦於近日公佈了2025年5月份國民經濟運行情況。5月份,全國規模以上工業增加值同比增長5.8%,環比增長0.61%;1至5月份,全國規模以上工業增加值同比增長6.3%。
總體上看,在各項政策支持下,全國範圍內工業生產實現較快增長,而作爲以基礎工業發展爲主導的西北區域,特別是此次參觀的白銀和靖遠地區,更是表現出更強勁的工業增長態勢。作爲立足河南,佈局全國的中國領先城市燃氣運營商,天倫燃氣於西北區域已佈局10個成熟的城市燃氣項目,依託當地持續發展的工業產業,後可爲天倫燃氣城燃項目提供堅實的內生增長動力。
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