宝城期货能化板块数据周报：2025年10月10日能化板块-20251010

Report Summary 1. Report Industry Investment Rating No information provided in the content. 2. Core Viewpoints - Affected by the "shutdown" of the US federal government, the prices of domestic and international crude oil futures showed a weak pattern after the holiday, with a relatively large decline in the domestic crude oil futures 2511 contract [4]. - Against the backdrop of prominent weak cost factors, other energy - chemical commodity futures also showed a weak downward trend. In addition to cost factors, other commodities were suppressed by rising inventories and continued to operate in a weak posture [4]. - In the short term, the cost factor remains an important factor determining the future trend of energy - chemical commodities. It is expected that the energy - chemical commodity futures sector may maintain a volatile and weak trend next week due to the weak drag of crude oil futures prices [4]. 3. Summary by Relevant Catalogs Energy and Chemical Commodities - General Situation: Affected by the US federal government "shutdown" and cost factors, the energy - chemical commodity futures market is in a weak state, and the short - term trend is expected to be volatile and weak [4]. Data Charts of Some Energy - Chemical Varieties - Rubber: There are data charts on rubber basis, 1 - 5 month spread, Shanghai Futures Exchange rubber futures inventory, Qingdao Free Trade Zone rubber inventory, all - steel tire and semi - steel tire operating rates [6][7][9]. - Methanol: Data charts include methanol basis, 1 - 5 month spread, domestic port inventory, inland social inventory, methanol - to - olefins operating rate, and coal - to - methanol cost accounting [18][25][27]. - Crude Oil: Charts cover crude oil basis, Shanghai Futures Exchange crude oil futures inventory, US crude oil commercial inventory, US refinery operating rate, and net position changes in WTI and Brent crude oil [31][33][35]. - Fuel Oil: There are charts on domestic high - sulfur fuel oil basis, high - sulfur fuel oil month spread, domestic fuel oil production from 2016 - 2025, Singapore fuel oil inventory from 2020 - 2025, and Shanghai Futures Exchange high - sulfur fuel oil futures inventory [46][47][49]. - Asphalt: Data charts involve domestic asphalt basis from 2020 - 2025, asphalt month spread, domestic asphalt production from 2016 - 2025, domestic refinery asphalt unit operating rate, and Shanghai Futures Exchange asphalt weekly inventory [61][62][68]. - PTA: Charts include domestic PTA basis from 2020 - 2025, 1 - 5 month spread, PTA unit operating rate, weekly production, Zhengzhou Commodity Exchange PTA warehouse receipts, and PTA enterprise weekly inventory [73][74][77]. - Ethylene Glycol: Data charts cover ethylene glycol basis, 1 - 5 month spread, domestic operating rate from 2021 - 2025, weekly production, polyester industry chain operating rate, and East China ethylene glycol inventory [90][87][93]. - Styrene: There are charts on styrene basis from 2020 - 2025, 1 - 5 month spread from 2021 - 2025, domestic operating rate from 2016 - 2025, factory inventory, and East + South China port styrene inventory [100][105][103]. - Plastic (LLDPE): Data charts include LLDPE basis, 1 - 5 month spread from 2019 - 2025, domestic PE and LLDPE monthly production, polyethylene imports, and Dalian Commodity Exchange plastic warehouse receipts [111][117][113]. - PP: Charts cover polypropylene basis, 1 - 5 month spread, Taiwan polypropylene production from 2010 - 2025, domestic PP imports, domestic downstream operating rate, and domestic polypropylene warehouse receipts [124][129][125]. - PVC: Data charts involve domestic PVC basis from 2019 - 2025, 1 - 5 month spread, ethylene production from 2016 - 2025, domestic PVC imports, Dalian Commodity Exchange PVC warehouse receipts, and cumulative values of housing completion and sales area [138][143][139].