沥青早报-20251114
Yong An Qi Huo·2025-11-14 00:50
  1. Report Industry Investment Rating - There is no information provided regarding the report's industry investment rating. 2. Core Viewpoints - There are no clear core viewpoints explicitly stated in the provided content. 3. Summary by Relevant Data 3.1 Basis and Spread - The Shandong basis (+80) (Hongrun) decreased from 190 on 10/14 to -2983 on 11/12, with a daily change of -13 on 11/12 [3]. - The East China basis (Zhenjiang Warehouse) decreased from 60 on 10/14 to -3063 on 11/12, with a daily change of -13 on 11/12 [3]. - The South China basis (Foshan Warehouse) decreased from 50 on 10/14 to -3063 on 11/12, with a daily change of -13 on 11/12 [3]. - The 12 - 01 spread decreased from 44 on 10/14 to 0 on 11/12, with a daily change of -1 on 11/12 [3]. - The 12 - 03 spread decreased from 23 on 10/14 to -47 on 11/12, with a daily change of -8 on 11/12 [3]. - The 01 - 02 spread decreased from -8 on 10/14 to -19 on 11/12, with a daily change of -5 on 11/12 [3]. 3.2 Contract Information - The BU main contract (01) increased from 3290 on 10/14 to 3063 on 11/12, with a daily change of 13 on 11/12 [3]. - The trading volume decreased from 243804 on 10/14 to 237856 on 11/12, with a daily change of -76306 (-14%) on 11/12 [3]. - The open interest increased from 346909 on 10/14 to 345731 on 11/12, with a daily change of 6060 on 11/12 [3]. - The combined position remained at 4690 from 11/7 to 11/12 [3]. 3.3 Crude Oil and Spot Prices - Brent crude oil decreased from 62.4 on 10/14 to 62.7 on 11/12, with a daily change of -2.5 on 11/12 [3]. - Jingbo's asphalt price decreased from 3480 on 10/14 to 0 on 11/12 [3]. - Hongrun's asphalt price decreased from 3400 on 10/14 to 0 on 11/12 [3]. - Zhenjiang Warehouse's asphalt price decreased from 3350 on 10/14 to 0 on 11/12 [3]. - Foshan Warehouse's asphalt price decreased from 3340 on 10/14 to 0 on 11/12 [3]. 3.4 Profit - The asphalt - Ma Rui profit increased from 476 on 10/14 to 150 on 11/12, with a daily change of 133 on 11/12 [3]. - The Ma Rui - type refinery's comprehensive profit decreased from 901 on 10/14 to -687 on 11/12, with a daily change of 119 on 11/12 [3].