Group 1 - The core viewpoint of the articles highlights Tianlun Gas's strategic focus on the Northwest region's urban gas projects, particularly in Gansu Province, which is expected to provide long-term growth opportunities for the company's gas business [1][3] - The Northwest region is characterized by heavy industrial development, including chemicals, metallurgy, and new materials, which have high energy consumption and sensitivity to fuel costs, leading to strong and sustained industrial gas demand [3] - Tianlun Gas has established a gas source management experience that helps industrial users mitigate the pressures of fluctuating gas costs, contributing to the company's stable long-term development and improving gross margins [3] Group 2 - Gansu Province is implementing a natural gas price linkage mechanism, with the city of Baiyin completing a price linkage system for residential and non-residential users, allowing for responsive pricing to market supply and demand changes [3] - In the first quarter of 2024, the retail gas gross margin for the Baiyin urban gas project reached 0.56 yuan, and for the Jingyuan urban gas project, it reached 1 yuan, both showing an increase of 0.03 yuan compared to the same period last year, indicating a positive trend in gross margins [3]
多家分析师、投资者调研天伦燃气（01600） 西北区域城燃毛差回升向好