集体大涨,燃气板块的拐点逻辑

市值观察
13 Jun

文丨泰罗6月13日,燃气概念股集体上涨,新锦动力、德石股份、通源石油、潜能恒信、山东墨龙、贝肯能源等纷纷大涨。在A股市场,燃气板块一共有30余家上市公司,但似乎没有一家长期大牛股。在港股上市的国央企燃气巨头,表现相对更好,但仍然呈现较为明显的周期属性。这或许与过去的生意模式密切相关。天然气上游主要为勘探开采,被“三桶油”牢牢把控。其中,中石油天然气产量占比58%,中石化16%,中海油12%。大多数...

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