燃气Ⅱ行业跟踪周报:中东局势缓和欧洲气价回落 高温天气带动美国气价上涨 国内气价平稳

东吴证券
30 Jun

价格跟踪:中东局势缓和欧洲气价回落,高温天气带动美国气价上涨,国内气价平稳。截至2025/06/27,美国HH/欧洲TTF/东亚JKM/中国LNG 出厂/ 中国LNG 到岸价周环比变动+4.1%/-17.8%/-7.4%/+0.2%/-12.6% 至0.8/2.8/3.4/3/3.3 元/方,海内外倒挂持续。供需分析:1)出现高温天气,美国天然气市场价格周环比+4.1%。截至2025/06/26,...

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