Note

港股异动 | 新奥能源(02688)涨超9%领涨燃气股 多地天然气销售价格调整 有助于传导气源成本

· Views 51

燃气股午后拉升,截至发稿,新奥能源(02688)涨8.51%,报59.9港元;华润燃气(01193)涨6.94%,报23.1港元;中国燃气(00384)涨3.64%,报7.41港元;昆仑能源(00135)涨2.65%,报6.98港元。

消息面上,生意社认为,2024年液化气市场需求缺口将进一步扩大,然需求缺口主要依赖进口,预计2024年国内液化气价格将围绕国际油价波动,紧跟进口气步伐,呈现先扬后抑的季节性走势变化。上半年震荡下行,下半年底部反弹,高位出现在三季度,主要波动区间在4000元—5500元/吨。

此外,德州市提高部分区域非居民用管道天然气最高销售价格。东莞证券指出,在国家政策指引下,德州、上海、扬州等多地对天然气销售价格进行调整,有助于当地燃气公司向下游疏导气源成本、缓解天然气购销价格倒挂矛盾。

Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.

FOLLOWME Trading Community Website: https://www.followme.com

If you like, reward to support.
avatar

Hot

No comment on record. Start new comment.