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原油成品油早报-20250901
Yong An Qi Huo· 2025-09-01 06:20
Group 1: Report Industry Investment Rating - No relevant content provided Group 2: Core Viewpoints of the Report - This week, oil prices fluctuated within a narrow range, and the absolute price declined on Friday. At the end of the peak refinery operation season in summer, the inflection point of the crude oil fundamentals has emerged. The contango of Brent and WTI crude oil strengthened slightly, while that of Dubai crude oil strengthened significantly. The refining margins of European and American refineries declined slightly, the gasoline crack spread in the United States strengthened, and the diesel crack spread in Europe fluctuated. The balance sheet is expected to have a surplus of 1.8 million barrels per day in the fourth quarter and 1.8 - 2.5 million barrels per day in 2026. Global oil inventories have slightly increased, U.S. commercial crude oil inventories have decreased seasonally, the absolute inventory is at a historically low level in the same period, Cushing inventories have decreased, and U.S. gasoline and diesel inventories have decreased. Institutions estimate that refinery maintenance in October globally will exceed previous years' levels (in Europe and Africa), and the crude oil contango is expected to face pressure. Recently, the absolute price of crude oil has been fluctuating. Attention should be paid to the transition between peak and off - peak seasons. The market focuses on the medium - to - long - term surplus pattern, and the absolute price is under downward pressure. It is expected that the price center in the fourth quarter will fall to $60 per barrel. Due to the expected adjustment of European autumn maintenance, the forecast of the European diesel crack spread in the fourth quarter is raised [6]. Group 3: Summary by Related Catalogs 1. Oil Price Data - From August 25 - 29, 2025, WTI crude oil decreased by $0.59, BRENT decreased by $1.14, and DUBAI increased by $0.01. Among other related indicators, SC increased by 3.50, OMAN decreased by 0.83, etc. [3] 2. Daily News - The CEO of a Russian oil company expects the global oil market surplus to be 2.6 million barrels per day in Q4 2025 and drop to 2.2 million barrels per day in 2026 [3]. - Hedge funds have significantly reduced their bullish bets on crude oil to the lowest level since 2007 due to concerns about supply surplus. As of the week ending August 26, fund managers reduced their net long bets on WTI crude oil by 5,461 lots to 24,225 lots, the lowest since January 2007, and short - only bets on WTI crude oil reached a 20 - month high [3]. - The U.S. Federal offshore Gulf of Mexico crude oil production reached 1.92 million barrels per day in June 2025, the highest since October 2023 [4]. - Due to increased production from major oil - producing countries and U.S. tariff threats, it is difficult for oil prices to rise significantly this year. The predicted average price of Brent crude oil in 2025 is $67.65 per barrel, and that of U.S. crude oil is $64.65 per barrel [4]. - Despite sanctions and U.S. tariffs, Russia's oil exports to India will increase by 150,000 - 300,000 barrels per day in September [4]. 3. Regional Fundamentals - In the week ending August 15, U.S. crude oil exports increased by 795,000 barrels per day to 4.372 million barrels per day, and domestic crude oil production increased by 55,000 barrels to 13.382 million barrels per day [5]. - Commercial crude oil inventories excluding strategic reserves decreased by 6.014 million barrels to 421 million barrels, a decrease of 1.41%. The U.S. strategic petroleum reserve (SPR) inventory increased by 223,000 barrels to 403.4 million barrels, an increase of 0.06% [5]. - The four - week average supply of U.S. crude oil products was 21.093 million barrels per day, a year - on - year increase of 3.34%. U.S. crude oil imports excluding strategic reserves were 6.497 million barrels per day, a decrease of 423,000 barrels per day from the previous week [5]. - From August 22 - 29, the operating rate of major refineries decreased slightly, and that of Shandong local refineries increased slightly. Domestic gasoline production decreased while diesel production increased, and both gasoline and diesel inventories decreased. The comprehensive profit of major refineries fluctuated weakly, and the comprehensive profit of local refineries decreased month - on - month [5][6].
芳烃橡胶早报-20250901
Yong An Qi Huo· 2025-09-01 04:28
1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - For PTA, focus on opportunities to expand processing fees on dips and the restart progress of Hengli Huizhou [3]. - For MEG, in the short - term, EG port inventories are expected to decline. The situation is good and the benefits are not low. The far - month is expected to accumulate inventories with the return of maintenance and new device production, but the valuation is greatly affected by the subsequent evolution of the cost side, and it should be regarded as a wide - range shock. Pay attention to the restart progress of Satellite and Xinrun [4]. - For polyester staple fiber, after the finished product inventory of polyester yarn accumulates, the speed of increasing load may slow down. The staple fiber is expected to maintain a high start - up rate with acceptable spot benefits, and the processing fee should be regarded as oscillatory [4]. - For natural rubber and 20 - grade rubber, the main contradictions are that the national explicit inventory is stable and at a relatively low absolute level, and the price of Thai cup lump rubber is stable with rainfall affecting tapping. The strategy is to wait and see [4]. 3. Summary by Relevant Catalogs PTA - **Price and Transaction**: PTA spot daily average transaction basis is 2509(-2) [3]. - **Device Changes**: Sanfangxiang's 1.2 million - ton device is under maintenance, and Dushan Energy's 2.5 million - ton device is under maintenance [3]. - **Market Situation**: After the recent TA maintenance, the start - up rate decreased month - on - month. Polyester load was basically stable, inventory decreased significantly, basis weakened month - on - month, and spot processing fee weakened. PX domestic start - up decreased slightly, overseas devices ran smoothly, PXN weakened month - on - month, disproportionation benefits improved while isomerization benefits weakened slightly, and the US - Asia aromatics spread remained [4]. - **Future Outlook**: TA accidental maintenance increases, polyester start - up continues to rise and the inventory is relatively healthy, so the load is expected to be maintained. The supply of raw material PX will gradually return, and the near - end supply - demand pattern of TA is expected to continue to improve [4]. MEG - **Price and Transaction**: MEG spot basis is around (+64) to 01 [4]. - **Device Changes**: Xinjiang Tianying's 150,000 - ton device restarted, and Shaanxi Weihua's 300,000 - ton device is under maintenance [4]. - **Market Situation**: Recently, the domestic oil - based production capacity increased, the coal - based start - up rate decreased slightly, the overall load increased, overseas accidental maintenance increased, port inventory continued to decline due to low arrivals and stable shipments during the week, downstream stocking levels increased, basis strengthened month - on - month, and the benefit ratio remained [4]. - **Future Outlook**: In the short term, due to few arrivals, EG port inventory is expected to continue to decline. The situation is good and the benefits are not low. In the far - month, with the return of maintenance and new device production, there is an expectation of inventory accumulation, but the valuation is greatly affected by the subsequent evolution of the cost side, and it should be regarded as a wide - range shock. Pay attention to the restart progress of Satellite and Xinrun [4]. Polyester Staple Fiber - **Price and Production**: The load of polyester staple fiber remained stable at 92%, and the load of recycled cotton - type was 51%. The short - fiber profit and pure - polyester yarn profit changed, and the differences between cotton - polyester staple and viscose - polyester staple also changed [4]. - **Market Situation**: The start - up of polyester yarn was stable, raw material stocking decreased, and finished product inventory increased. The benefits were weak [4]. - **Future Outlook**: After the finished product inventory of polyester yarn accumulates, the speed of increasing load may slow down. The staple fiber is expected to maintain a high start - up rate with acceptable spot benefits, and the processing fee should be regarded as oscillatory [4]. Natural Rubber and 20 - grade Rubber - **Price Changes**: Prices of various types of rubber such as US - dollar - denominated Thai standard rubber, Thai mixed rubber, etc. changed. The weekly changes of some varieties were significant, such as a 35 - unit increase in US - dollar - denominated Thai standard rubber [4]. - **Market Indicators**: Indicators such as the spread between mixed rubber and RU main contract, US - dollar - denominated Thai standard rubber and NR main contract changed, and the warehouse receipts of RU on the Shanghai Futures Exchange increased [4]. - **Main Contradictions**: The national explicit inventory is stable and at a relatively low absolute level, and the price of Thai cup lump rubber is stable with rainfall affecting tapping [4]. - **Strategy**: Wait and see [4]. Styrene - **Price Changes**: Prices of raw materials such as ethylene, pure benzene, and product prices of styrene, EPS, etc. decreased. For example, the price of pure benzene (CFR China) decreased from 751 on August 25 to 742 on August 29 [7]. - **Profit Changes**: The domestic profit of styrene, EPS, PS, etc. changed. The domestic profit of EPS decreased by 20 units on August 29 compared with August 25 [7].
油脂油料早报-20250901
Yong An Qi Huo· 2025-09-01 04:21
Group 1: Report Industry Investment Rating - No relevant information provided Group 2: Core Views of the Report - Indonesia set the reference price for crude palm oil in September at $954.71 per ton, higher than $910.91 per ton in August, which will increase the export tax from $74 to $124 per ton, and a 10% special tax is also imposed on palm oil [1] - As of the week ending August 24, Canadian canola exports decreased by 13.5% to 78,500 tons compared to the previous week, and from August 1 to August 24, 2025, Canadian canola exports were 434,500 tons, a 47.6% decrease compared to the same period last year, with a commercial inventory of 603,400 tons as of August 24 [1] - The U.S. Energy Information Administration (EIA) data showed that the use of soybean oil for biofuel production in the U.S. in June rose to 1.045 billion pounds, up from 1.025 billion pounds in May, and soybean oil remains the main raw material for biodiesel in the U.S. [1] Group 3: Summary Based on Related Catalogs Overnight Market Information - Indonesia set the September reference price for crude palm oil at $954.71 per ton, up from $910.91 per ton in August, increasing the export tax from $74 to $124 per ton, and a 10% special tax is imposed on palm oil [1] - As of the week ending August 24, Canadian canola exports decreased by 13.5% to 78,500 tons compared to the previous week, and from August 1 to August 24, 2025, Canadian canola exports were 434,500 tons, a 47.6% decrease compared to the same period last year, with a commercial inventory of 603,400 tons as of August 24 [1] - The U.S. Energy Information Administration (EIA) data showed that the use of soybean oil for biofuel production in the U.S. in June rose to 1.045 billion pounds, up from 1.025 billion pounds in May, and soybean oil remains the main raw material for biodiesel in the U.S. [1] Spot Prices - The spot prices of soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu from August 25 to August 29, 2025, are presented in a table [3] Protein Meal Basis - No specific content provided Fat Basis - No specific content provided Fat and Oil Futures Spread - No specific content provided
农产品早报-20250901
Yong An Qi Huo· 2025-09-01 04:21
Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Views - **Corn**: In the short - term, the price is expected to be under pressure and continue the weak oscillation pattern. In the long - term, focus on the selling enthusiasm of new - season corn in the production areas [4]. - **Starch**: Maintain a bearish view in both the short and long term due to high inventory and expected lower raw material costs [4]. - **Sugar**: The international sugar price is under pressure due to the peak crushing season in Brazil. The domestic sugar price is also under pressure with the arrival of imported sugar [5]. - **Cotton**: The price has entered a consolidation phase, waiting for demand verification. The downside space is limited if there are no major macro - risks [7]. - **Eggs**: The price rebounded slowly, with supply at a high level and demand insufficient. Pay attention to the chicken culling rhythm and cold - storage egg release [11]. - **Apples**: The new - season production may not differ much from last year. The current consumption is in the off - season, and the inventory is at a five - year low. Focus on the final production [15]. - **Pigs**: The price is in a range - bound oscillation. There are policy expectations for the future, but medium - term supply pressure remains. Pay attention to factors such as the slaughter rhythm, diseases, and policies [15]. 3. Summary by Commodity Corn/Starch - **Price Data**: From August 25 - 29, 2025, the price in Changchun remained 2230, while in Jinzhou it decreased by 10, and in Weifang by 6. The basis and other indicators also showed certain changes [3]. - **Market Analysis**: The corn auction had a light trading volume. In the short - term, the price is under pressure, and in the long - term, focus on the new - season supply. Starch prices are expected to be weak due to high inventory and expected lower raw material costs [4]. Sugar - **Price Data**: From August 25 - 29, 2025, the spot price in Liuzhou decreased by 10, and the basis, import profit, and other indicators changed accordingly [5]. - **Market Analysis**: The international sugar price is under pressure from Brazilian supply, and the domestic price is affected by imported sugar arrivals [5]. Cotton/Cotton Yarn - **Price Data**: From August 25 - 29, 2025, the price of 3128 cotton increased by 170, and the import profit of Vietnamese yarn increased by 46 [7]. - **Market Analysis**: The cotton price has entered a consolidation phase, and the downside space is limited if there are no major macro - risks [7]. Eggs - **Price Data**: From August 25 - 29, 2025, the egg prices in some production areas changed, and the basis decreased by 68 [11]. - **Market Analysis**: The egg price rebounded slowly due to high supply and insufficient demand. Pay attention to the chicken culling rhythm and cold - storage egg release [11]. Apples - **Price Data**: From August 25 - 29, 2025, the price of Shandong 80 first - and second - grade apples remained 7300, and the basis changed significantly [14][15]. - **Market Analysis**: The new - season production may not differ much from last year. The current consumption is in the off - season, and the inventory is at a five - year low. Focus on the final production [15]. Pigs - **Price Data**: From August 25 - 29, 2025, the prices in some production areas remained stable, and the basis increased by 35 [15]. - **Market Analysis**: The pig price is in a range - bound oscillation. There are policy expectations for the future, but medium - term supply pressure remains. Pay attention to factors such as the slaughter rhythm, diseases, and policies [15].
LPG早报-20250901
Yong An Qi Huo· 2025-09-01 04:21
报告行业投资评级 - Not provided 报告的核心观点 - PG main contract fluctuates weakly, with the cheapest deliverable being East China civil LPG at 4481. The basis first weakens then strengthens to 70 (+59). The 9 - 10 spread is -721 (-212), and the 10 - 11 spread is 87 (+7). The registered warrant volume is 13207 lots (+320). The September CP official price remains stable, with propane and butane at 520/490. The fundamentals show that port inventories are decreasing, refinery commercial volume increases by 2.47%, and overall, the market is expected to rise steadily [1] 根据相关目录分别进行总结 日度变化 - The daily change shows that the price of South China LPG remains unchanged, East China LPG increases by 5, Shandong LPG remains unchanged, propane CFR South China increases by 6, propane CIF Japan increases by 5, MB propane spot decreases by 1, CP forecast contract price decreases by 1, Shandong ether - post - carbon four increases by 20, Shandong alkylated oil remains unchanged, paper import profit decreases by 47, and the main basis increases by 3. P - to - PP production profit weakens, CP production cost is lower than FEI. The PG futures fluctuates, and the 10 - 11 spread is 87 (+10). The US - to - Far - East arbitrage window is closed. The cheapest deliverable on Friday is East China civil LPG at 4481 [1] 周度观点 - The PG main contract fluctuates weakly. The cheapest deliverable is East China civil LPG at 4481. The basis first weakens then strengthens to 70 (+59). The 9 - 10 spread is -721 (-212), the 10 - 11 spread is 87 (+7). The registered warrant volume is 13207 lots (+320). The September CP official price remains stable, with propane and butane at 520/490. FEI and CP spreads fluctuate, MB spreads strengthen, and the oil - gas ratio changes little. The domestic - foreign spread fluctuates. The PG - CP is 106, the PG - FEI is 85, and the FEI - CP is 21.5 (+4.5). The US - Asia arbitrage window fluctuates and is closed. The AFEI offshore discount is 5.5 (-0.5), and the CP South China CIF discount is 65 (+8). Freight rates are flat, the waiting time at the Panama Canal decreases, but the auction fee remains high. The FEI - MOPJ widens to -56 (-10), and the naphtha crack spread strengthens slightly. PDH spot profit changes little, and paper profit fluctuates downward. The production gross profit of alkylated oil declines. MTBE gross profit decreases. Fundamentally, port inventories are decreasing, refinery commercial volume increases by 2.47%, and plant inventories increase but are generally controllable. PDH operating rate is 73.02% (-2.64pct), Wanhua Phase II is under maintenance, and Quanzhou Guoheng restarts at the end of the week. Next week, Quanzhou Guoheng is expected to increase production, and Hebei Haiwei plans to shut down. The alkylation operating rate is 48.42% (+0.74), and the MTBE operating rate is 63.54% (+0). Although the peak season is coming to an end, demand remains weak. East China is the cheapest delivery area, with expected tight supply, improved demand, and increased import costs, and the overall market rises steadily [1]
铁矿石早报-20250901
Yong An Qi Huo· 2025-09-01 04:21
Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints - Not provided in the given content 3. Summary by Relevant Catalogs Spot Market - **Australian Mainstream Iron Ore**: Newman powder price is 776, down 1 from the previous day and up 11 for the week; PB powder price is 779, down 2 from the previous day and up 12 for the week; Macfarlane powder price is 766, down 1 from the previous day and up 13 for the week; Jinbuba powder price is 750, down 2 from the previous day and up 10 for the week; Mixed powder price is 718, unchanged from the previous day and up 18 for the week; Super special powder price is 673, unchanged from the previous day and up 22 for the week; Carajás powder price is 891, unchanged from the previous day and up 18 for the week [1] - **Brazilian Mainstream Iron Ore**: Brazilian mixed ore price is 816, down 2 from the previous day and up 6 for the week; Brazilian coarse IOC6 price is 784, down 5 from the previous day and up 9 for the week; Brazilian coarse SSFG price is 789, down 5 from the previous day and up 9 for the week [1] - **Other Iron Ores**: Ukrainian concentrate powder price is 903, up 4 from the previous day and up 25 for the week; 61% Indian powder price is 739, down 2 from the previous day and up 10 for the week; Karara concentrate powder price is 903, up 4 from the previous day and up 25 for the week; Roy Hill powder price is 749, down 2 from the previous day and up 12 for the week; KUMBA powder price is 838, down 2 from the previous day and up 12 for the week; 57% Indian powder price is 618, unchanged from the previous day and up 22 for the week; Atlas powder price is 713, unchanged from the previous day and up 18 for the week; Tangshan iron concentrate powder price is 989, up 3 from the previous day and up 12 for the week [1] Futures Market - **DCE Contracts**: i2601 contract price is 787.5, down 3.0 from the previous day and up 17.5 for the week; i2605 contract price is 763.5, down 2.0 from the previous day and up 16.0 for the week; i2509 contract price is 803.0, down 8.0 from the previous day and up 14.0 for the week [1] - **FE Contracts**: FE01 contract price is 102.99, up 1.40 from the previous day and up 2.47 for the week; FE05 contract price is 100.63, up 1.43 from the previous day and up 2.42 for the week; FE09 contract price is 104.20, up 1.70 from the previous day and up 3.03 for the week [1] Price Spreads - **Inter - monthly Spreads**: For i2601, the inter - monthly spread is 15.5, with a value of 37.0, up 0.8 from the previous day and down 4.3 for the week; for i2605, the inter - monthly spread is 24.0, with a value of 61.0, down 0.2 from the previous day and down 2.8 for the week; for i2509, the inter - monthly spread is - 39.5, with a value of 21.5, up 5.8 from the previous day and down 0.8 for the week [1] - **Basis/Internal - External Price Spreads**: Not detailed in a summarized way, but data is presented in the document [1] - **Premium**: U - ball/pellet premium and PB block/block premium data is presented in the form of charts, but specific numerical summaries are not provided [1]
玻璃纯碱早报-20250901
Yong An Qi Huo· 2025-09-01 04:19
| | | | | | 玻璃纯碱早报 | | | 研究中心能化团队 | | | 2025/9/1 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 玻 璃 | | | | | | | | | 2025/8/22 | 2025/8/28 | | 2025/8/29 周度变化 日度变化 | | | 2025/8/22 | 2025/8/28 | | 2025/8/29 周度变化 日度变化 | | | 沙河安全 5mm大 板 | 1143.0 | 1130.0 | 1130.0 | -13.0 | 0.0 | FG09合约 | 997.0 | 970.0 | 996.0 | -1.0 | 26.0 | | 沙河长城 5mm大板 | 1121.0 | 1102.0 | 1130.0 | 9.0 | 28.0 | FG01合约 | 1173.0 | 1174.0 | 1182.0 | 9.0 | 8.0 | | 沙河5mm大 板低价 | 1121.0 | 1102.0 | 1130.0 | 9. ...
废钢早报-20250901
Yong An Qi Huo· 2025-09-01 04:19
废钢早报 研究中心黑色团队 2025/09/01 日期 华东 华北 中部 华南 东北 西南 2025/08/25 2247 2330 2061 2270 2279 2173 2025/08/26 2249 2334 2067 2266 2285 2174 2025/08/27 2250 2333 2069 2266 2285 2175 2025/08/28 2249 2333 2065 2266 2286 2166 2025/08/29 2251 2332 2065 2263 2287 2165 环比 2 -1 0 -3 1 -1 免责声明: 以上内容所依据的信息均来源于交易所、媒体及资讯公司等发布的公开资料或通过合法授权渠道向发布人取得的资讯,我们力求分析及建议内 容的客观、公正,研究方法专业审慎,分析结论合理,但我司对信息来源的准确性和完整性不作任何保证,也不保证所依据的信息和建议不会 发生任何变化。我们提供的全部分析及建议内容仅供参考,不构成对您的任何投资建议及入市依据,您应当自主做出期货交易决策,独立承担 期货交易后果,凡据此入市者,我司不承担任何责任。我司在为您提供服务时已最大程度避免与您产生利益冲 ...
有色套利早报-20250901
Yong An Qi Huo· 2025-09-01 04:18
Report Overview - The report provides cross - market, cross - period, and cross - variety arbitrage tracking data for non - ferrous metals on September 1, 2025 [1][4][5] Cross - market Arbitrage Tracking Copper - Spot price in China is 79400, LME spot price is 9803, March price in China is 79400, LME March price is 9884, with a March ratio of 8.01. The equilibrium ratio for spot import is 8.12, and the profit is 93.34. The profit for spot export is 49.03 [1] Zinc - Spot price in China is 22010, LME spot price is 2810, with a spot ratio of 7.83. March price in China is 22135, LME March price is 2804, with a March ratio of 6.00. The equilibrium ratio for spot import is 8.60, and the loss is 2144.80 [1] Aluminum - Spot price in China is 20730, LME spot price is 2620, with a spot ratio of 7.91. March price in China is 20730, LME March price is 2618, with a March ratio of 7.92. The equilibrium ratio for spot import is 8.40, and the loss is 1295.79 [1] Nickel - Spot price in China is 120150, LME spot price is 15156, with a spot ratio of 7.93. The equilibrium ratio for spot import is 8.19, and the loss is 2013.87 [1] Lead - Spot price in China is 16650, LME spot price is 1951, with a spot ratio of 8.57. March price in China is 16900, LME March price is 1993, with a March ratio of 11.08. The equilibrium ratio for spot import is 8.80, and the loss is 442.18 [3] Cross - period Arbitrage Tracking - For copper, zinc, aluminum, lead, and nickel, the spreads and theoretical spreads for the differences between the next month, March, April, May, and the spot month are all not available. For tin, the 5 - 1 spread is 350, and the theoretical spread is 5754 [4] Inter - period Arbitrage Tracking Copper - The difference between the next - month contract and the spot is 110, and the theoretical spread is 742 [4] Zinc - The difference between the next - month contract and the spot is 130, and the theoretical spread is 262 [5] Lead - The difference between the next - month contract and the spot is 230, and the theoretical spread is not available [5] Cross - variety Arbitrage Tracking - The ratios of copper/zinc, copper/aluminum, copper/lead, aluminum/zinc, aluminum/lead, and lead/zinc in Shanghai (triple - continuous) are 3.59, 3.83, 4.70, 0.94, 1.23, and 0.76 respectively, and in London (triple - continuous) are 3.51, 3.79, 4.97, 0.93, 1.31, and 0.71 respectively [5]
动力煤早报-20250901
Yong An Qi Huo· 2025-09-01 04:17
最新 日变化 周变化 月变化 年变化 最新 日变化 周变化 月变化 年变化 秦皇岛5500 695.0 -3.0 -7.0 38.0 -145.0 25省终端可用天数 19.8 0.3 -0.2 -1.1 2.2 秦皇岛5000 615.0 -3.0 -18.0 23.0 -120.0 25省终端供煤 604.7 -3.4 -3.8 -35.3 -18.1 广州港5500 760.0 -5.0 -5.0 20.0 -140.0 北方港库存 2016.0 -11.0 -19.0 -178.0 -135.7 鄂尔多斯5500 470.0 0.0 -10.0 40.0 -140.0 北方锚地船舶 85.0 -4.0 7.0 -11.0 9.0 大同5500 525.0 0.0 -15.0 20.0 -165.0 北方港调入量 162.4 5.2 9.4 28.1 14.7 榆林6000 602.0 0.0 -20.0 15.0 -177.0 北方港吞吐量 148.3 -20.2 4.5 -20.2 11.0 榆林6200 630.0 0.0 -20.0 15.0 -175.0 CBCFI海运指数 680.0 -36 ...