【沥青日报】沥青现货供需逐渐回落，短期跟随成本波动

Group 1 - The core viewpoint of the article indicates that the futures market for asphalt is experiencing wide fluctuations, with the main contract closing at 3334, reflecting a decrease of 0.98% from the previous day [1][28] - The supply side shows that domestic refinery production was 436,000 tons for the week ending February 6, down 4% week-on-week [2][28] - Demand from large sample enterprises was 333,800 tons, a decrease of 2% compared to the previous week [2][28] Group 2 - The total inventory, including social and factory stocks, remained stable at 760,000 tons, showing no change week-on-week [2][28] - The production gross profit, excluding consumption tax deductions, was approximately -33 yuan per ton, a decline from a profit of nearly 34 yuan per ton the previous week [2][28] - The short-term outlook suggests that the market is relatively stable as the domestic Spring Festival approaches, with prices being influenced by geopolitical changes and market risk preferences [3][28] Group 3 - Geopolitical factors, particularly the ongoing tensions between the U.S. and Iran, as well as the Russia-Ukraine conflict, are expected to impact the cost side and create significant volatility in the asphalt market [3][28] - The Brent crude oil price was reported at 67.21 USD per barrel, down 1.3% from the previous day [30] - The asphalt closing price has seen a 1.5% decline over the last day and a 4.1% decline over the past week [30]