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Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82
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  4月24日,据大宗商品咨询机构金联创消息,自今年2月中国对美国液化天然气(LNG)征收15%的反制性关税以来,中国已近两个半月没有进口美国LNG。

  海关总署数据显示,今年2月中国自美国进口LNG为6.57万吨,环比1月的19.42万吨减少12.85万吨,同比去年的6.95万吨相对持平。今年3月,中国自美国进口LNG为0,去年同期为41.25万吨。

  据金联创船期数据,4月美国LNG到货量也为0。金联创称,上一次超过两个月未进口美国LNG是在特朗普第一任期(2018-2020)期间,也就是2019年5月至2020年3月连续11个月,当时特朗普对中国加征关税16.2%,随后中国暂停进口其LNG。

  美国LNG进口量的缺口未对中国天然气市场造成明显影响。

  隆众资讯分析称,受到春节假期影响,1-2月份工业需求减少明显,同时气温偏高叠加煤炭价格下行,城燃及燃气发电需求均不及预期,导致天然气整体消费量有下降趋势。今年前两个月,国内天然气表观消费总量为699.40亿立方米,同比下跌3.54%。

  国内天然气生产强劲叠加进口管道气增加,也抑制了LNG进口采购。一季度,国内天然气产量659.8亿方,同比增长4.25%,增量约26.9亿方;管道气进口量191.88亿方,同比增量12.31亿方。金联创表示,二者增量39.21亿方,能够覆盖掉LNG进口损失的89%。

  中国通过增加从周边国家的采购也在一定程度上弥补了LNG供应的缺口。3月,中国自印度尼西亚的LNG进口量同比大幅增加33万吨,与2024年中国自美国月均34.61万吨基本相当。

  今年一季度,中国共计从15个国家进口LNG资源。卡塔尔超过澳大利亚,成为中国第一大进口来源国。

  据金联创统计,一季度,前五大进口来源国占比超过九成。其中,来自卡塔尔的LNG进口量509.66万吨,占比达32.85%;来自澳大利亚的LNG进口量474.41万吨,占比为30.85%;马来西亚进口占比11.2%、俄罗斯进口占比8.56%、印度尼西亚进口占比为8.13%。美国的LNG进口占比从上季度的第五名5.58%降至第七名的1.68%。

热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  野村发布研报称,泡泡玛特(09992)2025年第一季业绩再次大幅超出预期,所有市场销售增长都加快,带动整体收入同比增长165%至170%,增速比去年下半年143%更快,显著高于公司增长超过100%的指引。该行维持对其“买入”评级,目标价从163港元上调至204港元,并将2025至2027年销售额预测上调19%至22%,盈利预测上调22%至25%。

  野村指出,泡泡玛特拥有健全的IP生态系统,随着产品种类扩张,将为销售高速增长带来可见性,除频繁推出新产品外,公司亦不断与知名第三方IP合作,成功扩大客群,全球化布局也令品牌知名度提升。

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