新型电力系统系列报告之三-天然气行业全景梳理:气价波动供需重塑 天然气行业迎发展新机遇

华源证券
Jul 06, 2025

天然气作为清洁低碳、灵活高效的优质化石能源,为能源转型的重要桥梁。天然气作为过渡能源,在较长时间内仍有望为全球能源转型提供支撑。我国早在《能源生产和消费革命战略(2016-2030)》中提出,到2030 年天然气占能源消费总量比重达到15%左右;《“十四五”现代能源体系规划》中天然气相关表述则集中在能源安全、节能降碳、发展布局、体制改革、海外合作等方面,且各省份十四五规划中天然气占比提升的趋势较为...

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