燃气板块多股涨停
Di Yi Cai Jing·2025-11-14 06:27

Group 1 - Gas stocks experienced a strong surge, with companies like Guo New Energy, Changchun Gas, and Victory Co. hitting the daily limit, driven by a significant cold wave expected to lower temperatures by over 12°C in some areas [2] - The cold wave is anticipated to create a seasonal peak in energy demand, likely increasing prices for natural gas and coal, with Qinhuangdao port's coal price exceeding 800 yuan per ton, marking a yearly high [3] - The National Energy Administration is reinforcing fuel supply measures to ensure energy availability during the heating season, with industrial coal production and natural gas output showing steady growth [3][4] Group 2 - The National Energy Administration has confirmed that natural gas supply and peak demand will be adequately met this heating season, with domestic gas production expected to exceed 10 billion cubic meters for nine consecutive years [4] - Major oil companies, Sinopec and PetroChina, are actively increasing their gas reserves and production, with Sinopec projecting a 4.4% increase in gas supply compared to the previous heating season [5]