华北地区因低温停工 短期沥青盘面仍然低位震荡

Group 1 - The core viewpoint of the article indicates that the domestic asphalt futures market is experiencing a volatile upward trend, with the main contract reported at 2917.00 yuan/ton, reflecting a significant decline of 2.38% [1] Group 2 - On the supply side, asphalt operating rates increased by 3.0 percentage points week-on-week to 27.8%, which is still 4.7 percentage points lower than the same period last year, marking the lowest level in recent years [1] - According to Longzhong Information, domestic asphalt production in December is expected to be 2.158 million tons, a decrease of 70,000 tons month-on-month, representing a reduction of 3.1%, and a year-on-year decrease of 344,000 tons, or 13.8% [1] Group 3 - In terms of demand, Ruida Futures noted that good shipping conditions in most regions have led to an increase in enterprise shipment volumes, while the North China region has seen work stoppages due to low temperatures, and demand in Central and South China has kept the modified asphalt capacity utilization rate stable [1] Group 4 - Regarding inventory, Zhonghui Futures reported that as of the week ending December 2, the social inventory of 70 sample enterprises was 750,000 tons, a decrease of 29,000 tons week-on-week, with Shandong's social inventory at 220,000 tons, down by 7,000 tons [1] Group 5 - Looking ahead, Everbright Futures expressed that recent asphalt prices have been fluctuating around 3000 yuan/ton, showing some support; however, there is a possibility that declining oil prices may further drag down asphalt prices, leading to a short-term outlook of continued low-level fluctuations [1]