沥青早报-20251030

Group 1: Report Overview - Report Title: Asphalt Morning Report [2] - Date of Report: October 30, 2025 [5] - Report Team: Research Center's Energy and Chemicals Team [5] Group 2: Industry Investment Rating - No industry investment rating is provided in the report. Group 3: Core Viewpoints - No clear core viewpoints are presented in the given report content. Group 4: Key Data Summaries 1. Basis and Spread - Regional Basis: The Shandong basis (+80) (Hongrun) was 126 on September 30, 113 on October 23, 125 on October 27, -3199 on October 28, and -3194 on October 29, with a daily change of 5 on October 29. The East China basis (Zhenjiang Warehouse) and South China basis (Foshan Warehouse) also showed similar trends, with daily changes of 5 on October 29 [3]. - Contract Spreads: The 12 - 01 spread was 17 on September 30 and October 23, 11 on October 27, 10 on October 28, and 17 on October 29, with a daily change of 7 on October 29. The 12 - 03 spread and 01 - 02 spread also had their respective values and daily changes [3]. 2. Futures Contracts - BU Main Contract (01): The price of the BU main contract (01) was 3424 on September 30, 3277 on October 23, 3295 on October 27, 3279 on October 28, and 3274 on October 29, with a daily change of -5 on October 29. The trading volume and open interest also had corresponding changes [3]. 3. Spot Prices - Spot Prices of Different Sources: The spot price of Jingbo was 3580 on September 30, 3330 on October 23, and 3350 on October 27. The spot prices of Hongrun, Zhenjiang Warehouse, and Foshan Warehouse also showed changes during the period [3]. 4. Profits - Asphalt - Marey Profit: The asphalt - Marey profit was 256 on September 30, 413 on October 23, 260 on October 27, 261 on October 28, and 283 on October 29, with a daily change of 22 on October 29. The comprehensive profit of Marey - type refineries also had corresponding values and changes [3].