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　　交银国际发布研报称，估计2025年内地进口气量能至少保障1440亿方的供应（同比增约9%），内地天然气产量可维持6%的年增长。估计2025年内地能大概率保障4600亿方的天然气供应量，同比上升7.2%。

　　在涵盖的燃气股中，该行仍偏好：

　　1）分红成长较明确的昆仑能源（00135），目标价9.08港元，及2）预计利润在2025年重新恢复增长的新奥能源（02628），目标价65.1港元，二者评级均为“买入”。

　　报告提及，2024年内地天然气表观消费年增8%至4260亿方，年内，内地天然气产量同比上升6.2%至2464亿方，2024年进口气量同比上升9.9%，其中LNG/管道气进口量同比上升7.7%/13.1%。

　　展望2025年内地燃气消费量，该行估计2025年内地城燃及工业用气量同比成长约5%/9%，整体天然气消费量将年增约7%至4560亿方。

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