沥青早报-20250930
Yong An Qi Huo·2025-09-30 00:13

Report Summary 1. Report Industry Investment Rating No information provided in the content. 2. Core Viewpoints No explicit core viewpoints are given in the provided content. It mainly presents various data related to asphalt in different time periods. 3. Summary by Relevant Catalogs 3.1 Futures Contracts - The prices of BU main contract, BU10, BU11, BU12, BU01, and BU03 showed different degrees of change from August 29 to September 29. For example, the BU main contract price increased from 3507 to 3466, with a daily change of 16 and a weekly change of 45 [4]. - The trading volume decreased by 83458 on a daily basis and increased by 18494 on a weekly basis, while the open interest decreased by 24223 daily and 67096 weekly [4]. 3.2 Market Prices - The market prices of asphalt in different regions (Shandong, East China, South China, North China, Northeast) also had different trends. For instance, the Shandong market price decreased by 20 from August 29 to September 29, while the South China market price increased by 20 [4]. - The prices of different warehouses (Zhenjiang, Foshan) and refineries (Yinrun, Jingbo) also changed accordingly [4]. 3.3 Basis and Calendar Spreads - The basis and calendar spreads between different contracts (e.g., 10 - 11, 10 - 12, 11 - 12) showed various changes. For example, the 10 - 11 spread had a weekly change of 20 [4]. - The basis between regions (e.g., Shandong - East China, Shandong - Northeast) also changed over time [4]. 3.4 Crack Spreads and Profits - The asphalt Brent crack spread decreased from -62 to -152, with a daily change of -36 and a weekly change of -214 [4]. - The profits of different types of refineries (ordinary, Ma Rui - type) and import profits (South Korea - East China, Singapore - South China) also showed different trends. For example, the asphalt Ma Rui profit decreased from -11 to -205, with a daily change of -33 and a weekly change of -193 [4]. 3.5 Other Related Data - The prices of Brent crude oil, gasoline, diesel, and residue oil in Shandong also changed. For example, Brent crude oil price increased from 66.6 to 70.1, with a daily change of 0.7 and a weekly change of 3.6 [4].