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[UseMoney=2]天然气行业深度报告
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目 录
§1.供给.....................................................................................................................................3
中国天然气探明储量仅占世界的1.3%，近年增长迅速..................................................3
分布集中在中西部，勘探和运输难度大............................................................................5
增加进口满足国内快速增长的需求....................................................................................6
骨干网络的完善解决运输瓶颈，使行业进入快速发展期................................................8
§2.产业链及竞争....................................................................................................................12
天然气产业链.....................................................................................................................12
上游与中游是三大巨头垄断.............................................................................................12
下游市场跑马圈地、竞争激烈.........................................................................................15
§3. 需求.................................................................................................................................17
能源战略推动全球天然气需求.........................................................................................17
需求增长迅猛，供不应求.................................................................................................18
需求结构：以城市燃气为主导.........................................................................................19
§4.成本与定价........................................................................................................................20
长输环节成本最高.............................................................................................................20
政府定价，上调价格缓解供需矛盾..................................................................................21
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