Report Summary 1. Industry Investment Rating - Not provided in the report 2. Core Viewpoints - Currently, affected by rainfall in some areas of North China and Shandong, terminal demand is suppressed, cost - end support is limited, and the market is waiting and seeing. Traders in these two regions lowered prices, pushing down the average market price. In the East China Zhenjiang area, low - priced resources impact sales. The sales of the main refineries in the South China market are relatively stable, and the asphalt price remains unchanged. In the future, competition among asphalt brands in the northern market will intensify, and prices may be weak in the short - term due to low demand. In the South China market, demand may gradually release with better weather, supporting local prices. The main refineries in East China mainly ship by sea, and prices are expected to remain stable [5] 3. Key Information Summaries 3.1 Asphalt Price Data - Spot prices: In different regions, the current spot prices in East China are 3500 - 3720, in Northeast China not mentioned, in North China 3450, in South China 3400, in Northwest China 3980, and in Shandong 3460. Compared with the previous values, the price changes are 0 (- 30) in East China, (- 20) in North China, (- 10) in South China, 0 in Northwest China, and (- 10) in Shandong [1] - Futures prices: For asphalt futures contracts such as BU2510, BU2511, BU2512, BU2601, and BU2602, the current values are 3470, 3154, 3250, 3184, and 3164 respectively. Compared with the previous values, the price changes are 0.00%, - 0.41%, - 1.22%, - 0.84%, and - 0.35% respectively [1] 3.2 International News - On October 13, Trump first said he would impose a 100% tariff on Chinese exports to the US, but then said the threat might not be implemented, and the US vice - president signaled willingness to negotiate. Market selling is restricted by the negotiation intention, and the short - term outlook depends on the negotiation results [1] - China's crude oil imports in September increased by 3.9% year - on - year to 1125 barrels per day, and refinery operating rates remained at a high level, supporting demand [2] - Trump said he might provide "Tomahawk" missiles to Ukraine if the Russia - Ukraine conflict is not resolved. Medvedev warned that supplying these missiles "might harm everyone, especially Trump" [2] - On October 13, Hamas released the first batch of seven Israeli hostages, starting a cease - fire agreement in the Gaza conflict, which Trump helped to promote [2] - OPEC's daily crude oil production in September was 2844 million barrels, a month - on - month increase of 52.4 million barrels, with Saudi Arabia's daily production increasing by 24.8 million barrels. OPEC +'s daily production was 4305 million barrels, a month - on - month increase of 63 million barrels [2]
沥青数据日报-20251016
Guo Mao Qi Huo·2025-10-16 06:35