委内瑞拉地缘叙事再起 沥青主力合约遭遇急速上涨

Group 1 - The main contract for asphalt futures experienced a rapid increase, reaching a peak of 3011.00 yuan, with a current price of 3003.00 yuan, reflecting a rise of 2.84% [1] - Short-term price of asphalt is supported by a gradual return to normal valuation and weak oil prices on the cost side, while geopolitical uncertainties in South America are also a factor [2] - The overall supply and demand for asphalt is relatively loose, with production growth significantly outpacing demand growth, leading to a noticeable decline in shipment volumes [2] Group 2 - Short-term asphalt prices are expected to exhibit fluctuating trends due to increased supply and a slowdown in inventory reduction, alongside a continuous contraction in demand during the off-season [3] - The geopolitical situation in Venezuela may lead to a significant increase in raw material costs for asphalt, while winter storage is beginning, although there is currently no increase in procurement [4] - Despite some attempts to sell high-priced goods, most transactions remain at lower price points, which helps to reduce inventory levels for manufacturers [4]