港股异动 | 燃气股普涨 供给扰乱因素频发 欧洲天然气延续涨势
燃气股普涨，截至发稿，港华智慧能源(01083)涨4.29%，报3.65港元；华润燃气(01193)涨2.73%，报22.6港元；昆仑能源(00135)涨2.41%，报6.79港元；天伦燃气(01600)涨1.83%，报3.9港元。
消息面上，中东紧张局势加剧，增加了全球供应风险，欧洲天然气延续涨势。继周一上涨15%之后，天然气基准期货今日一度上涨7.3%，达到6月中旬以来的最高水平。由于哈马斯和以色列军方之间的冲突激烈，以色列以安全问题为由下令关闭雪佛龙的开发项目。
此外，其他地方的供应风险也在上升。雪佛龙澳大利亚液化天然气设施的工人周一通知恢复罢工，此举可能会扰乱供应并推高价格。东吴证券指出，欧美气价上涨，中国LNG到岸价或提升，进而带动国内LNG出厂价上涨，关注国内气价上涨带来的盈利能力提升。
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