中信证券表示，合同市场化程度提升，城燃气价下行仍有空间

腾讯自选股2025-03-11

中信证券表示，中石油公布2025~2026年天然气年度合同定价方案，降低管制气比例等体现定价更加市场化趋势。根据我们测算，若进口LNG价格降至2.6元/方，中石油综合销售气价将同比持平；综合考虑进口气价下行趋势、中石化下调价格等因素，2025年城燃公司综合购气成本仍有望下降，助力毛差持续扩张可期。海量资讯、精准解读，尽在新浪财经APP

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