Market Overview - The A-share market experienced fluctuations on November 14, with the Shanghai Composite Index dropping nearly 1% and the ChiNext Index falling close to 3% [2] - The gas sector showed resilience, with notable stocks such as Shengli Co. achieving a four-day consecutive rise, and others like Guo Xin Energy and Changchun Gas hitting the daily limit [2] Weather Impact - A cold wave is expected from November 14 to November 17, with local temperature drops exceeding 12°C, leading to the lowest temperatures of the year in many regions [2] - By November 17, the highest temperature line of 0°C will move southward to areas including northern Shaanxi, northern Shanxi, northern Hebei, and northern Liaoning [2] Natural Gas Market Insights - Guojin Securities reported an increased probability of the La Niña phenomenon, which may lead to a sharp drop in winter temperatures in the Northern Hemisphere [2] - Current European natural gas inventories are at a median level, and a cold winter could drive up natural gas prices in Asia and Europe [2] - Long-term trends indicate a gradual easing of supply and demand in the global LNG market, potentially lowering gas prices and enhancing the profitability of downstream gas sales [2]
下半年首场寒潮来袭,燃气板块逆势走强,胜利股份豪取4连板