智通财经APP获悉，花旗发布研报称，根据产业消息人士LESS BETTER透露，5月份中国天然气消费量(包括储气库的进出量)同比减3.5%至306.6亿立方米，其中：(i)126亿立方米(占41.0%)用于工业燃料; (ii)79亿立方米(占25.8%)用于发电量(25.8%)用于产量34亿立方米(占10.9%)用于都市瓦斯配送。
工业方面，5月中国采购经理人指数(PMI)为50.0%，按季减0.3个百分点; 生产指数为51.2%，高于临界值。 国内半导体工厂的天然气用量稳定增长。 空调用气发电方面，由于夏季气温提前到来，华南地区(尤其是广东)的需求超出预期。
花旗对中国天然气分销产业持谨慎态度，因为该行预计2026年销售量将增长有限。 该行给予新奥能源(02688)“买入”的投资评级，主要看好其私有化带来的上涨空间; 对华润燃气(01193)给予“中性”的投资评级。
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