Core Viewpoint - The U.S. Department of Energy (DOE) announced a delay in the release of natural gas inventory data by the Energy Information Administration (EIA), raising concerns about the impact of Elon Musk's cost-cutting measures on critical data closely monitored by businesses and traders [1] Group 1 - The EIA's report on natural gas inventory is crucial for estimating demand, as it influences fuel prices for heating and power generation [1] - The report will be released at 14:00 New York time (02:00 Beijing time on May 2), which is 3.5 hours later than usual [1]

美国能源信息署（EIA）：5月1日的天然气库存周报将被推后发布。 ...

美国至4月25日当周EIA天然气库存将于十分钟后公布。 ...

美国天然气期货日内涨超3.00%，现报3.426美元/百万英热。 ...

Group 1 - The Bank of Japan is set to announce its interest rate decision and economic outlook report [1] - Switzerland's March retail sales year-on-year data will be released at 14:30 [1] - The UK will publish its final manufacturing PMI for April and mortgage approvals for March at 16:30 [1] Group 2 - The US will report the number of Challenger job cuts for April at 19:30 [1] - Initial jobless claims for the week ending April 26 will be released at 20:30 [1] - The final manufacturing PMI for April from S&P Global will be published at 21:45 [1] Group 3 - The US ISM manufacturing PMI and March construction spending month-on-month data will be available at 22:00 [1] - The EIA natural gas inventory for the week ending April 25 will be reported at 22:30 [1]

Group 1 - The June natural gas futures have become the main contract on the NYMEX, with a closing price of $3.343 per MMBtu, up 22.9 cents from the previous day [3] - The May contract settled at $3.170, marking the end of a month-long low in the natural gas market, which is now showing signs of recovery [3] - Despite the short-term weak fundamentals, the recent price increase may push prices towards $3.50 per MMBtu, although there are concerns about potential downward pressure if the rebound continues [3][4] Group 2 - The report indicates that the market has been digesting the weak fundamentals typical of the off-season, with a significant drop of $1.60 per MMBtu (34%) over the past seven weeks [3] - The report also highlights that the May contract dominated recent trading, with technical support being tested around $2.86 per MMBtu [4] - Weather-driven demand for natural gas is rapidly declining, and production from the Permian Basin is expected to rebound, leading to potential inventory injection pressures in the coming weeks [4] Group 3 - BMI has raised its long-term price forecast for Henry Hub natural gas, predicting an average price of $3.40 per MMBtu in 2025 and $3.80 per MMBtu in 2026 [6] - The EIA has also adjusted its short-term energy outlook, increasing the average price forecast for Henry Hub to $4.27 per MMBtu in 2025 and $4.60 per MMBtu in 2026 [7]

道达尔能源公司首席执行官：如果俄罗斯管道天然气在未来12个月内重返欧洲，我会感到惊讶。这需要 时间。 ...

道达尔能源首席执行官：本周西班牙和葡萄牙的电力中断显示了保持天然气在电力结构中的重要性。 ...

| [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 3,012,812 | 2,937,981 | 3,039,996 | 3,002,751 | 3,003,101 | | 同比（%） | (6.99) | (2.48) | 3.47 | (1.23) | 0.01 | | 归母净利润（百万元） | 161,414 | 164,676 | 166,843 | 172,062 | 178,656 | | 同比（%） | 8.52 | 2.02 | 1.32 | 3.13 | 3.83 | | EPS-最新摊薄（元/股） | 0.88 | 0.90 | 0.91 | 0.94 | 0.98 | | P/E（A） | 9.00 | 8.82 | 8.71 | 8.45 | 8.13 | | P/E（H） | 6.07 | 5.95 | 5.88 | 5.70 | 5.49 | [Table_Tag] [Table_Summary] 投 ...

陕天然气是以天然气长输管网建设运营为核心，集下游分销业务于一体的国有控股上市企业，主要负责 陕西全省天然气长输管网的规划、建设、运营和管理。公司以气惠民生为己任，依托陕西丰富的天然气 资源，经过多年的不懈努力和长足发展，实现全省绝大部分地区双管道供给、关中区域环网运行，形成 了全省"一张网"的绿色资源输配网络，是国内优质的省属大型综合天然气供应商。 2024年，陕天然气天然气输气量达130.17亿立方米，同比增长20.26%。其中，长输管道业务贡献115.44 亿立方米，同比增长18.86%，毛利率提升至19.77%，主要受益于对陕西燃气集团管输资产的收购及省 内管网优化。城市燃气板块销气量同比增长32.5%。 4月28日晚间，陕天然气（002267）(002267.SZ)发布2024年年度报告，公司2024年全年实现营业收入 90.33亿元，同比增长15.62%；实现归母净利润7.24亿元，同比增长33.01%；扣非净利润5.91亿元，同比 增长21.82%；基本每股收益0.65元/股。 近年来，陕天然气持续巩固省内天然气输配"一张网"优势，截至2024年末，已建成投运长输管道4569公 里，覆盖全省10个 ...