【降温叠加下游复工复产，LNG价格上行调整】金十期货2月14日讯，截至2月13日，本周全国LNG出厂成交周均价为4226.61元/吨，较上周上涨215.43元/吨，涨幅5.37%。原因：降温叠加复工复产，利好LNG价格上行。工厂方面，周内前期，强冷空气袭击我国北方地区，城燃需求增加，同时节后复工复产，市场交投活跃度提升，利好内陆LNG工厂出货，本周工厂开工负荷率提升，国产气价格涨幅明显；周内后期，随着气温回暖，城燃需求开始萎缩，同时市场对高价液抵触心态增强，局地重车积压，市场交投转淡后，工厂价格止涨转跌。接收站方面，近期进口船期到港较少，接收站库存相对可控，且二三梯队资源出货接近尾声，海气出货积极性较低，本周槽批增幅明显是由于上周仍在春节假期内。预测：下周市场供应较为充足，需求缓慢恢复，价格或保持弱势运行。LNG工厂方面，供应持续恢复，伴随着工厂开机、复产与提产，西北、华北地区供应充裕，而需求端，北方地区的季节性需求支撑有限，其他板块虽持续恢复，但是对市场的提振效果并不明显，下周北方地区工厂或迎继续跌价的可能。LNG接收站方面，国际现货价格高位运行，与国内LNG市场大幅倒挂，上游跌价意愿不足，节后需求恢复以及现货到岸的减少或能缓解部分接收站的库存与出货压力，因此价格预计持稳为主。综合来看，下周市场供应较为充足，需求恢复缓慢，LNG周均价预计保持弱势运行。
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