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F1Trading
2.中华煤气(00003)
上涨7.37%,城市燃气运营龙头。国内下游用气需求稳步回暖,燃气采购成本边际下行,企业毛利水平得到修复。民生刚需属性让个股具备避险属性,在科技股回调时资金流入防御板块。公司管网资源壁垒深厚,内地业务版图持续扩张。燃气定价受政策管控,利润上限受到约束。短期行情以估值修复为主,上行空间有限,适合稳健资金配置。
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