证券研究报告·行业跟踪周报·燃气Ⅱ 燃气Ⅱ行业跟踪周报 储库推进欧洲气价上升，高温天气缓和美国气价回 落，关注利润稳定的高股息标的新奥股份 2025 年 07 月 14 日 增持（维持） [Table_Tag] [投资要点 Table_Summary] 2025-06-30 证券分析师 袁理 执业证书：S0600511080001 021-60199782 yuanl@dwzq.com.cn 证券分析师 谷玥 执业证书：S0600524090002 guy@dwzq.com.cn 行业走势 -10% -7% -4% -1% 2% 5% 8% 11% 14% 17% 20% 2024/7/15 2024/11/12 2025/3/12 2025/7/10 燃气Ⅱ 沪深300 相关研究 《欧洲储库推进、美国高温天气持续， 各地气价平稳》 2025-07-07 《中东局势缓和欧洲气价回落，高温 天气带动美国气价上涨，国内气价平 稳》 东吴证券研究所 1 / 13 请务必阅读正文之后的免责声明部分 ◼ 价格跟踪：欧洲储库推进气价上升，美国高温天气缓和气价回落，国内气价弱势运 行。截至 2025/07/11,美国 HH ...

RGC Resources Inc. (RGCO) shares rallied 9.1% in the last trading session to close at $22.18. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 2.5% loss over the past four weeks.RGCO’s share price surged on Monday, driven by a sharp increase in natural gas demand and prices amid an ongoing heatwave across the eastern U.S. The extreme temperatures significantly boosted power generation needs, prompting utilitie ...

时间： 北京/香港时间 17:00 活动信息 日期： 2025年5月20日（星期二） 在俄罗斯对欧管道天然气输送量缩减后，全球液化天然气市场正逐步呈现缓和态势。目前，亚洲与欧 洲市场对液化天然气的需求持续疲软，而美国供应强劲。而且预计在本十年内晚些时候，卡塔尔的液 化天然气产能还将进一步增加。 语言： 英文 此次研讨会将深入剖析预期的供应增长趋势，并梳理出那些有望在未来数年内达成财务结算并启动建 设的规划中的液化天然气接收站项目。然而，2021年末至 2023年期间全球范围内出现的液化天然气 需求锐减现象，持续对市场产生影响，液化天然气价格尚未恢复至 2020年之前的水平。 LNG研究团队将在LSEG Academy网络研讨会上发表演讲，探讨2025年的液化天然气（LNG）供需前 景。 参会嘉宾 Samuel Good LSEG 液化天然气研究负责人 Shruti Shah LSEG 高级液化天然气研究专家 我们的产品： LSEG 大宗商品交易 我们的市场洞察、数据管理解决方案和无缝交易执行能力，能在大宗商品交易的市场竞争中为您的企业带来优势。 大宗商品数据是宝贵的资 源 在正确的时间以正确的格式获取正确的信 ...

美国天然气期货价格延续涨势，涨幅达5%，原因是得克萨斯州自由港液化天然气出口厂的恢复带来需 求增加，而天然气产量则有所下降。 ...

Core Insights - The natural gas supply in China is expected to be roughly balanced with demand this year, with potential tight supply periods [1][3] - Domestic natural gas sales in Q1 reached 118.6 billion cubic meters, influenced by higher temperatures leading to lower demand [3] - The total natural gas supply for the year is projected at 444.2 billion cubic meters, reflecting a year-on-year growth of 4.6% [3] Supply and Demand Analysis - The global natural gas market is experiencing significant divergence, with Europe facing supply tightness due to low temperatures and transportation issues [3] - In contrast, domestic demand is projected to grow by 20 billion cubic meters year-on-year, indicating a slower growth rate in industrial sectors such as textiles, light industry, and electronics [3] - The supply-demand growth rate is expected to rebound in Q4 due to base effects [3] Strategic Initiatives - The company is actively working on resource procurement and expanding market supply reserves to ensure stable natural gas supply [3] - Efforts include optimizing infrastructure utilization and enhancing peak-shaving capabilities to meet market user demands [3]