Group 1: Report Industry Investment Rating - There is no mention of the report industry investment rating in the provided content. Group 2: Core Viewpoints - On August 27, the closing price of the main asphalt futures contract BU2510 was 3,471 yuan/ton, down 54 yuan/ton or 1.53% from the previous settlement price, with a position of 136,243 lots (down 23,879 lots) and trading volume of 167,989 lots (up 7,553 lots) [1]. - The spot settlement prices of heavy - traffic asphalt were 3,806 - 4,086 yuan/ton in Northeast China, 3,470 - 3,800 yuan/ton in Shandong, 3,490 - 3,510 yuan/ton in South China, and 3,560 - 3,750 yuan/ton in East China. Prices in Northeast and Shandong markets declined, while those in other regions were generally stable [1]. - The asphalt spot market is affected by falling crude oil and futures prices, with weak rigid demand and a dull trading atmosphere. The current supply - demand weakness persists, and the upward drive of the asphalt market is insufficient, being more influenced by crude oil price fluctuations in the short term [1]. Group 3: Strategy Summary - The strategy for the asphalt market is a unilateral "oscillation," with no strategies for inter - period, cross - variety, spot - futures, or options trading [2]. Group 4: Chart Information - There are multiple charts showing data such as spot prices of heavy - traffic asphalt in different regions (Shandong, East China, South China, North China, Southwest China, Northwest China), asphalt futures prices (index, main contract, near - month contract, near - month spread), trading volume and open interest of asphalt futures, domestic asphalt production (weekly, independent refineries, different regions), domestic asphalt consumption (road, waterproof, coking, ship fuel), and asphalt inventories (refinery, social) [3].
石油沥青日报:原油端扰动盘面,市场交投氛围平淡-20250828
Hua Tai Qi Huo·2025-08-28 05:24