LNG prices generally rise, demand may further expand (shares)

category:Finance
 LNG prices generally rise, demand may further expand (shares)


LNG analysts of business club believe that with the opening of winter heating, some areas have begun to fuel and replenish, and the demand is gradually increasing. The current downstream procurement is more active, the production and sales of liquid plants are not under pressure, the market atmosphere is good, and the price is pushed up strongly. In addition, the price of domestic liquefied natural gas is generally rising, and it is expected that domestic liquefied natural gas prices will rise in the short term Natural gas market may continue to rise.

The agency believes that if the La Nina phenomenon is further intensified, the temperature in most regions of China will be further reduced compared with the same period in previous years. With the promotion of the coal to gas policy, the gas demand from the fourth quarter to the first quarter of next year will be further expanded, and the future growth certainty is strong, so we can pay attention to the opportunities brought by the rebound of gas demand. Due to the low price of overseas natural gas and the relatively high dependence of Chinas natural gas import, some companies that can receive LNG will have a strong cost advantage. Huaan company, a wholly-owned subsidiary of Shenzhen gas (601139) company, has a low-temperature and atmospheric pressure LPG storage base with a storage capacity of 160000 cubic meters and a turnover capacity of 960000 tons. It is one of the largest import LPG wholesalers in China. Suizhong LNG terminal project of Baichuan energy (600681) Co., Ltd. is being actively promoted as planned. Furui tezhuang (300228) Co., Ltd. is specialized in LNG storage, transportation and terminal application. The whole industrial chain equipment manufacturing and one-stop integrated technical solutions are provided. The products cover the whole LNG industrial chain. Source: Securities Times editor in charge: Yang Bin_ NF4368

The agency believes that if the La Nina phenomenon is further intensified, the temperature in most regions of China will be further reduced compared with the same period in previous years. With the promotion of the coal to gas policy, the gas demand from the fourth quarter to the first quarter of next year will be further expanded, and the future growth certainty is strong, so we can pay attention to the opportunities brought by the rebound of gas demand. Due to the low price of overseas natural gas and the relatively high dependence of Chinas natural gas import, some companies that can receive LNG will have a strong cost advantage.

Suizhong LNG terminal project of Baichuan energy (600681) Co., Ltd. is being actively promoted as planned.