天然气调价将提升天然气开采业利润,敏感性分析表明,从天然气调价受益程度最大的是中原油气,其次是申能股份,中国石化受益的程度很小。天然气提价必然抬升气头氮肥企业的生产成本,所以小幅提价对化肥类上市公司影响不宜夸大。 Natural gas price adjustment will enhance the profitability of the natural gas exploration industry. Sensitivity analysis shows that the largest beneficiary of natural gas price adjustment is the Central Plains oil and gas, followed by Shenergy, which is not benefited by Sinopec. Natural gas price increases will inevitably raise gas production costs of nitrogenous fertilizer companies, so a slight price increase on the impact of fertilizer listed companies should not be exaggerated.