港股异动 | 中国燃气(00384)涨超3% 北京冬季燃气保供工作全面就绪 城燃价差仍存修复空间

智通财经
Nov 07

智通财经APP获悉,中国燃气(00384)涨超3%,截至发稿,涨3.27%,报8.52港元,成交额1.02亿港元。

消息面上,据新华社报道,随着气温逐渐走低,北京即将进入新一轮采暖季。据北京燃气集团介绍,北京今冬燃气保供工作已全面就绪,气源结构进一步优化、应急调峰能力也显著增强,确保首都市民温暖过冬。值得一提的是,经过严格工艺处理的生物质天然气今冬将首次在北京并网。据了解,生物质天然气是将生活垃圾等原料进行厌氧发酵、净化提纯处理后形成的可再生绿色能源,体现了能源供应与绿色发展的有机结合。

东吴证券指出,2025M1-9,我国天然气表观消费量同比+0.7%至3188亿方,原因或为2024年冬季偏暖,影响了2025M1-3采暖用气需求。2025M1-9,产量同比+6.5%至1949亿方,进口量同比-6.2%至1307亿方。该行续指,2022-2025M9,全国65%(188个)地级及以上城市进行了居民顺价,提价幅度为0.21元/方。2024年龙头城燃公司价差0.53-0.54元/方,配气费合理值在0.6元/方以上,价差仍存10%修复空间,顺价仍将继续落地。展望2025年,供给宽松,燃气公司成本优化;价格机制继续理顺、需求放量。

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