--- title: "西亞地區的緊張局勢拖累了天然氣股票，Petronet 和 GAIL 的股價下跌了最多 5%" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/282488686.md" description: "由於西亞地區的緊張局勢影響全球能源市場，天然氣公司的股票下跌。Petronet LNG 下跌近 5%，而 Adani Total Gas 下跌 6% 後略有回升。GAIL（印度）下跌 3%，其他公司如古吉拉特州 Petronet 和 Mahanagar Gas 也出現了下滑。專家警告稱，緊張局勢升級可能進一步擾亂天然氣供應，並影響 FY26 第四季度的業績，可能對印度經濟和因盧比貶值而導致的進口成本產生負面影響" datetime: "2026-04-12T21:13:05.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282488686.md) - [en](https://longbridge.com/en/news/282488686.md) - [zh-HK](https://longbridge.com/zh-HK/news/282488686.md) --- # 西亞地區的緊張局勢拖累了天然氣股票，Petronet 和 GAIL 的股價下跌了最多 5% Shares of gas transmission and distribution companies fell in trade on Monday as the recent developments in West Asia caused significant volatility in global energy markets. Individually, Petronet LNG shares cracked almost 5 per cent in trade to quote at ₹260.45 around 10 AM. Adani Total Gas lost nearly 6 per cent in early morning deals, but recouped to trade 2 per cent lower at ₹558.50. GAIL (India) shares were trading nearly 3 per cent lower at ₹149, followed by Gujarat State Petronet and Mahanagar Gas, both falling 2 per cent each to trade at ₹236.60 and ₹1,055. Indraprastha Gas was trading 0.6 per cent lower at ₹160.40. Notably, the six-week-long war in West Asia has disrupted global energy supply. India is a net importer of natural gas, relying on overseas supplies for the majority of its consumption. While it has managed to make up for the shortfall in crude oil by sourcing from other regions, gas supplies have been impacted. Ambareesh Baliga, an independent market expert, said that if tensions between Iran and the US increase, it is likely to push up oil prices again. That seems to be the fear putting pressure on these stocks as well as the overall market. "However, a positive sign is that after opening lower, most of the stocks and even the markets have managed to hold their ground," he said. Gaurav Sharma, AVP, Head of Research, Equity at Globe Capital, said that oil & gas sector companies are likely report a weak Q4FY26 performance due to the negative factors arising out of tension in West Asia. Any additional naval actions by the US could further disrupt maritime transportation and India will be at risk. This will hut the Indian companies further and the impact will be visible in the Q1 numbers. "There are increased checks, and this is not limited to gas alone. This will certainly have a negative impact. Further depreciation of the rupee against the US dollar amid the conflict will hit the import bill. All these are disruptive signals and are negatively impacting sentiment in the sector," the expert said. **\==============** **Disclaimer: View and outlook shared belong to the respective brokerages/analysts and are not endorsed by Business Standard. Readers' discretion is advised.** ### 相關股票 - [NFG.US](https://longbridge.com/zh-HK/quote/NFG.US.md) - [OIH.US](https://longbridge.com/zh-HK/quote/OIH.US.md) - [DLNG.US](https://longbridge.com/zh-HK/quote/DLNG.US.md) - [EMLP.US](https://longbridge.com/zh-HK/quote/EMLP.US.md) - [HGAS.US](https://longbridge.com/zh-HK/quote/HGAS.US.md) - [UNG.US](https://longbridge.com/zh-HK/quote/UNG.US.md) - [XES.US](https://longbridge.com/zh-HK/quote/XES.US.md) - [GLNG.US](https://longbridge.com/zh-HK/quote/GLNG.US.md) ## 相關資訊與研究 - [鉅亨速報 - Factset 最新調查：阿帕奇 (APA-US) EPS 預估上修至 6.2 元，預估目標價為 43.00 元](https://longbridge.com/zh-HK/news/287219015.md) - [Golar LNG Q1 2026 財報前瞻：市場預期每股收益 0.41 美元](https://longbridge.com/zh-HK/news/286957321.md) - [伊朗鈾儲備爭議升溫，歐洲天然氣價格小幅走高](https://longbridge.com/zh-HK/news/287238643.md) - [天然氣虧損擴大 台電每月吞逾百億 龔明鑫坦言財務是挑戰 打算要這麼做](https://longbridge.com/zh-HK/news/286997702.md) - [影／天然氣價格波動營運成本上升 龔明鑫：要求台電開源節流](https://longbridge.com/zh-HK/news/286999247.md)