金吾财讯 | 燃气股再起升势，截至发稿，大众公用(01635)涨17.35%，中裕能源(03633)涨4.84%，中国燃气(00384)涨2.37%，北京控股(00392)涨2.30%。受美伊战争影响，卡塔尔LNG生产停摆且霍尔木兹海峡封锁。本次潜在供应缺口达1200亿立方米，规模超俄乌冲突。尽管目前气价仍远低于2022年峰值，但若中断持续，全球将面临严峻冲击。据悉，由于中东战局导致波斯湾的液化石油气供应受阻，印度家庭在未来几周将面临烹饪燃气严重短缺的局面。虽然不断扩大的冲突让外界将焦点聚集在困于霍尔木兹海峡的初级原油和液化天然气船货上，但印度最迫在眉睫的危机在于LPG。这虽然是一种小众燃料，但其短缺将冲击数千万个家庭。据知情人士透露，除非原定于3月抵达的船货能在几天内开始移动，否则这场危机将无法避免。数据情报公司Kpler的数据显示，印度是全球第二大LPG买家，其90%以上的供应购自中东。一名政府官员周二表示，印度的LPG库存可支撑约30天。在上周末的袭击发生后，印度炼油商与政府官员会面，讨论能源应急预案。
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