东方财富证券：卡塔尔氦气供应收缩 4月或进入实质性短缺窗口

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智通财经APP获悉，东方财富证券发布研报称，霍尔木兹海峡管制叠加生产设施损坏，卡塔尔氦源受到“物流中断+产能受损”的双重冲击，现货价格已由2月末约66元/方快速抬升至84元/方。库存缓冲即将耗尽，4月或进入实质性短缺窗口，有望推动气价进一步上涨。在“下游刚性需求难替+中短期供给弹性弱”背景下，建议关注具备BOG提氦产能的九丰能源(605090.SH)和水发燃气(603318.SH)。东方财富证券...

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