沥青：节后沥青价格迎来开门红

Core Viewpoint - The situation in South America has escalated during the New Year holiday, leading to significant uncertainty in the supply of asphalt raw materials from local refineries, resulting in a price increase of 150-200 yuan/ton for asphalt in various regions after the holiday [1] Group 1 - In the short term, domestic ports still have a certain level of raw material inventory, and there are oil tankers already en route, which will mitigate the impact on asphalt production until March [1] - Local refineries are expected to have low asphalt production before and after the Spring Festival, indicating that there will not be substantial effects on raw material supply and asphalt production in the near term [1] Group 2 - In the medium to long term, attention should be paid to changes in Venezuela's crude oil production and resource flow, as well as the impact of alternative raw materials on asphalt production from local refineries [1]