宏观日报：能源上游受新一轮贸易冲突回落-20251014

Energy Sector - International oil prices have shown a significant decline during the recent pricing cycle, leading to a reduction of 70 CNY per ton for gasoline and 75 CNY per ton for diesel in China[1] - The average price drop for 92 octane gasoline, 95 octane gasoline, and 0 diesel is 0.06 CNY per liter, resulting in a savings of 3 CNY for filling a 50-liter tank with 92 octane gasoline[1] Agricultural Sector - The price of eggs has decreased significantly, with a reported drop of 17.47% to 6.0 CNY per kilogram[37] Transportation Sector - The Ministry of Transport has implemented a special port service fee for U.S. owned or operated vessels, affecting various categories of ships, including those with 25% or more U.S. ownership[1] Chemical Industry - The PTA operating rate is declining, indicating a slowdown in production within the chemical sector[3] Coal Consumption - Power plants are currently operating at low coal consumption levels, reflecting a decrease in energy demand[3] Real Estate Market - There has been a slight improvement in commodity housing sales in second and third-tier cities, suggesting a potential recovery in the real estate market[3] Flight Operations - Domestic flight schedules remain stable, indicating consistent demand in the transportation sector[3]