沥青早报-20251120
Yong An Qi Huo·2025-11-20 00:45

Group 1: Report Industry Investment Rating - No relevant content Group 2: Core Viewpoints of the Report - No relevant content Group 3: Summary by Related Catalogs 1. Basis and Spread - The Shandong basis (+80) (Hongrun) was 239 on 10/20, -9 on 11/13, -2 on 11/17, -2 on 11/18, and 15 on 11/19, with a daily change of 17 [3]. - The East China basis (Zhenjiang warehouse) was 189 on 10/20, 121 on 11/13, 118 on 11/17, 118 on 11/18, and 105 on 11/19, with a daily change of -13 [3]. - The South China basis (Foshan warehouse) was 199 on 10/20, 101 on 11/13, 88 on 11/17, 48 on 11/18, and 35 on 11/19, with a daily change of -13 [3]. - The 12 - 01 spread was 26 on 10/20, -1 on 11/13, 20 on 11/17, 1 on 11/18, and 4 on 11/19, with a daily change of 3 [3]. - The 12 - 03 spread was -5 on 10/20, -44 on 11/13, -29 on 11/17, -48 on 11/18, and -46 on 11/19, with a daily change of 2 [3]. - The 01 - 02 spread was -11 on 10/20, -16 on 11/13, -19 on 11/17, -20 on 11/18, and -23 on 11/19, with a daily change of -3 [3]. 2. Futures Contracts - The BU main contract (01) was 3141 on 10/20, 3029 on 11/13, 3032 on 11/17, 3032 on 11/18, and 3045 on 11/19, with a daily change of 13 [3]. - The trading volume was 261,470 on 10/20, 343,644 on 11/13, 198,831 on 11/17, 219,131 on 11/18, and 242,605 on 11/19, with a daily change of 23,474 [3]. - The open interest was 366,944 on 10/20, 344,455 on 11/13, 349,657 on 11/17, 349,644 on 11/18, and 338,791 on 11/19, with a daily change of -10,853 [3]. 3. Spot Prices - The spot price of Hongrun was 3300 on 10/20, 2940 on 11/13, 2950 on 11/17, 2950 on 11/18, and 2980 on 11/19, with a daily change of 30 [3]. - The spot price of Zhenjiang warehouse was 3330 on 10/20, 3150 on 11/13, 3150 on 11/17, 3150 on 11/18, and 3150 on 11/19, with a daily change of 0 [3]. - The spot price of Foshan warehouse was 3340 on 10/20, 3130 on 11/13, 3120 on 11/17, 3080 on 11/18, and 3080 on 11/19, with a daily change of 0 [3]. 4. Profits - The asphalt - Ma Rui profit was 497 on 10/20, 148 on 11/13, 74 on 11/17, 91 on 11/18, and decreased by 32 compared to the previous value [3]. - The comprehensive profit of Ma Rui - type refineries was 918 on 10/20, 747 on 11/13, 663 on 11/17, and 654 on 11/19, with a daily change of -12 [3].