燃气Ⅱ行业:俄乌冲突停火期限问题引发供应担忧 欧洲气价上涨;省内天然气管道运价机制发布 促城燃降本放量

东吴证券
Aug 04

价格跟踪:美俄关于俄乌冲突停火期限问题尚存矛盾,引发天然气供应前景担忧,欧洲气价上涨截至2025/08/01,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-4.4%/+4.9%/+1.1%/-1.1%/+5.1%至0.7/2.9/3.1/3/3.1 元/方,国内外气价倒挂。供需分析:1)预期高温消退,美国天然气市场价格周环比-4.4%。截至2025/07/30,...

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