Core Insights - The crude oil import volume from January to August 2025 reached 376 million tons, reflecting a year-on-year increase of 2.5%, while the throughput of major crude oil receiving ports declined by 3.27%, indicating pressure on downstream demand [1] - The Baltic Dirty Tanker Index (BDTI) increased by 5.27% year-on-year, with TCE growth rates for routes like TD3C and TD25 exceeding 100%, suggesting a tight supply-demand situation in the oil shipping market [1] - The average import price of crude oil fell by 13.76% to $523.82 per ton, potentially alleviating cost pressures for refineries [1] - Iron ore imports decreased by 1.6%, with port inventories down by 8.04%, while throughput at major receiving ports increased by 2.57%, indicating resilience in dry bulk demand [1] - Coal inventories at northern ports dropped by 10.03%, but throughput at discharge ports saw a slight decline of 0.42%, reflecting overall stable supply and demand [1] - The oil ETF (561360) tracks the oil and gas industry index (H30198), which selects listed companies involved in oil and gas extraction and services, aiming to reflect the overall performance of securities in the oil and gas sector [1]
石油ETF（561360）涨超1%，1～8月原油进口量实现同比增长
Mei Ri Jing Ji Xin Wen·2025-10-10 05:32