华源证券近日发布燃气行业2026年度投资策略:中石化经研院预测2026年东北亚LNG现货均价9.5~11.5美元/百万英热,TTF均价8.5~10.5美元/百万英热,下行趋势明显;而美国受到下游需求和出口增长驱动,预计HH均价小幅上涨至3.4~3.9美元/百万英热。同时原油价格有望延续下行趋势,EIA预测2026年布伦特原油年平均价格为55美元/桶。以下为研究报告摘要:投资要点全球天然气市场供需...
Source Link华源证券近日发布燃气行业2026年度投资策略:中石化经研院预测2026年东北亚LNG现货均价9.5~11.5美元/百万英热,TTF均价8.5~10.5美元/百万英热,下行趋势明显;而美国受到下游需求和出口增长驱动,预计HH均价小幅上涨至3.4~3.9美元/百万英热。同时原油价格有望延续下行趋势,EIA预测2026年布伦特原油年平均价格为55美元/桶。以下为研究报告摘要:投资要点全球天然气市场供需...
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