7月10日午后，A股页岩气板块集体走高，其中昊华科技（600378）强势涨停，涨幅达10%。市场分析人士指出，此次板块上涨主要受多重利好因素推动。一方面，国家能源局近期发布政策，强调加快非常规天然气资源开发，页岩气作为重点发展方向获得政策支持；另一方面，国际天然气价格持续高位运行，提升了国内页岩气开发的经济性和战略价值。此外，昊华科技作为中化集团旗下专注于化工新材料与高端装备的企业，在页岩气开采相关设备及技术服务方面具备较强技术积累，近期中标多个能源项目，进一步增强了市场对其业绩增长的预期。投资者情绪因此受到提振，带动股价快速上扬。业内人士认为，随着我国能源结构优化和“双碳”目标推进，页岩气等清洁能源有望迎来长期发展机遇，相关产业链企业或将持续受益。
On the afternoon of July 10, China’s shale gas sector surged in the A-share market, with Haohua Technology (600378) hitting the daily trading limit with a 10% gain. Market analysts attribute this rally to multiple positive catalysts. Firstly, China’s National Energy Administration recently issued policies emphasizing accelerated development of unconventional natural gas resources, with shale gas highlighted as a strategic priority. Secondly, persistently high international natural gas prices have enhanced the economic viability and strategic importance of domestic shale gas exploration. Additionally, Haohua Technology—a subsidiary of Sinochem Group specializing in advanced chemical materials and high-end equipment—has strong technical expertise in shale gas extraction equipment and related services. The company has recently won several energy-related contracts, boosting investor confidence in its earnings growth potential. As a result, market sentiment has improved significantly, driving the stock price upward. Industry experts believe that with China’s ongoing energy mix optimization and progress toward its ‘dual carbon’ goals, clean energy sources like shale gas are poised for long-term growth, potentially benefiting the entire industrial chain.
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