沥青早报-20260204

Group 1: Report Information - Report Name: Asphalt Morning Report [2] - Report Date: February 4, 2026 [4] - Research Team: Research Center Energy and Chemicals Team [4] Group 2: Industry Investment Rating - No information provided Group 3: Core Views - No information provided Group 4: Basis and Spread - Shandong basis (+80) (non-Jingbo) changed from -52 on 12/31 to -19 on 2/3, with a daily change of -40 [3] - East China basis (Zhenjiang warehouse) changed from -82 on 12/31 to -9 on 2/3, with a daily change of -10 [3] - South China basis (Foshan warehouse) changed from -122 on 12/31 to -29 on 2/3, with a daily change of -50 [3] - 03 - 06 spread changed from -23 on 12/31 to 5 on 2/3, with a daily change of -10 [3] - 04 - 06 spread changed from -20 on 12/31 to 8 on 2/3, with a daily change of 8 [3] - 06 - 09 spread changed from 5 on 12/31 to 19 on 2/3, with a daily change of -6 [3] Group 5: Futures Contracts - BU main contract price was 3022 on 12/31 and 3309 on 2/3, with a daily change of 10 [3] - Trading volume decreased from 311,277 on 12/31 to 303,609 on 2/3, a daily decrease of 242,358 [3] - Open interest decreased from 426,006 on 12/31 to 381,498 on 2/3, a daily decrease of 16,182 [3] - Aggregate contracts remained at 13,580 from 1/28 to 2/3 [3] Group 6: Spot Prices - Brent crude price was 66.5 on 1/28 and 66.1 on 2/3, a daily decrease of 4.6 [3] - Jingbo spot price was 2980 on 12/31 and 3260 on 2/3, a daily decrease of 20 [3] - Shandong (non-Jingbo) spot price was 2890 on 12/31 and 3210 on 2/3, a daily decrease of 30 [3] - Zhenjiang warehouse spot price remained at 3300 from 2/2 to 2/3 [3] - Foshan warehouse spot price was 2900 on 12/31 and 3250 on 2/3, a daily decrease of 40 [3] Group 7: Profits - Asphalt Ma Rui profit was N/A on 12/31 and 440 on 2/3, a daily increase of 199 [3]