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黄金价格创历史新高 资金大举抢筹概念股(附名单)
Group 1: Gold Price Trends - Gold prices have reached new highs, with COMEX futures peaking at $3863.7 per ounce and London spot prices hitting $3834.120 per ounce as of September 29 [2] - Geopolitical tensions, particularly NATO's threats to Russia and military activities in Gaza, have intensified concerns over Middle Eastern conflicts, providing strong support for gold prices [2] Group 2: Financing and Investment in Gold Stocks - In September, five gold and jewelry stocks recorded net financing inflows exceeding 100 million yuan, with Zijin Mining leading at 1.569 billion yuan, followed by Zhongjin Gold, Hunan Gold, Shandong Gold, and Yuguang Gold Lead [4] - Zijin Mining's stock price reached a historical high of 28.86 yuan per share, with a year-to-date increase of 93.06% [7] Group 3: Company Performance - Zijin Mining reported a 16% year-on-year increase in gold production to 41 tons in the first half of 2025, with corresponding revenue of 26.455 billion yuan, up 62.15% [7] - Among gold and jewelry stocks, Zijin Mining led in net profit for the first half of the year at 23.292 billion yuan, with Shandong Gold and Zhongjin Gold also exceeding 1 billion yuan in net profit [7][10] - Western Gold achieved a revenue of 5.03 billion yuan, a 69.01% increase year-on-year, and a net profit of 154 million yuan, up 131.94%, attributed to rising gold prices and increased sales [8]
贵金属日评:全球财政赤字扩张预期支撑贵金属价格-250929.pdf-20250929
Hong Yuan Qi Huo· 2025-09-29 12:58
| 贵金属日评20250929:全球财政赤字扩张预期支撑贵金属价格 | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 较昨日变化 | 较上周变化 | 2025-09-26 | 2025-09-25 | 2025-09-22 | 收盘价 | 854. 72 | 1.34 | 856. 06 | 846. 50 | 9. 56 | | | | | 成交量 | 270430.00 | 270576.00 | 230847.00 | -146.00 | 39, 583. 00 | 期货活跃合约 | 持仓量 | 264305.00 | 266629.00 | 260256.00 | -2, 324. 00 | 4, 049. 00 | | | | 库存(十克) | 57429.00 | 8. 397. 00 | 65826.00 | 65634.00 | 192. 00 | 上海黄金 | 收盘价 | 0. 91 ...
环球智投:黄金大涨背后的五大驱动因素深度解析
Sou Hu Cai Jing· 2025-09-29 09:31
Group 1: Federal Reserve Policy Shift - The Federal Reserve is transitioning from a hawkish to a dovish stance, with Chairman Powell indicating that inflation is nearing target levels and monetary policy will gradually shift towards easing [1] - Market expectations for a rate cut in November have surged to 92%, significantly lowering the holding cost of gold, which has led to gold prices breaking historical highs [1] Group 2: Geopolitical Risks - The escalation of the Russia-Ukraine conflict and the breakdown of negotiations over Iran's nuclear issue have heightened global risk aversion, resulting in a single-day influx of over $5 billion into gold [2] Group 3: Weakening Dollar Index - The dollar index has fallen from a high of 105 to below 103, which has positively impacted gold prices, as historical data shows that a 1% drop in the dollar index correlates with an average 1.2% increase in gold prices [3] Group 4: Central Bank Gold Purchases - Central banks globally have increased gold purchases, with a report indicating that by 2025, purchases will exceed 1,200 tons, and China's central bank has been increasing its holdings for 10 consecutive months, raising gold reserves to 7.2% [4] Group 5: Rising Inflation Expectations - Despite the Federal Reserve's attempts to control inflation, rising energy prices and supply chain disruptions are pushing inflation expectations higher, increasing the demand for gold as a traditional hedge against inflation [5] Group 6: Investment Recommendations - Short-term focus on a support level of $3,680 for gold, with a recommendation to increase the allocation to 15% of the asset portfolio for the medium to long term [6] Group 7: Technical Analysis of Gold - Gold has confirmed a "flag breakout" on the weekly chart, closing at $3,727, indicating strong bullish momentum [7] - The key resistance level of $3,700 has turned into strong support, with the next target at $3,820 based on Fibonacci extension [8] Group 8: Domestic Gold Market Insights - Domestic demand for gold jewelry has decreased by 24%, while investment gold bars have surged by 25%, indicating a shift from consumption to preservation of value [10][11] - The price difference between domestic and international gold has reached a historical high, presenting arbitrage opportunities for professional investors [12] Group 9: U.S. Treasury Yield Inversion - The 10-year U.S. Treasury yield has dropped below 4%, showing a strong negative correlation with gold prices, which reduces the holding cost of gold [14] - Bridgewater Associates has increased its holdings in gold ETFs from 15% to 25%, reflecting institutional concerns over stagflation risks [15] Group 10: Gold Mining and Recycling Trends - The average global gold mining cost has risen to $1,800, putting pressure on mining profits, suggesting a focus on low-cost leaders like Barrick Gold [17] - The volume of gold recycling has increased by 40% year-on-year, with a record 120 tons recycled in September [18] - The open interest in gold options has doubled, indicating a surge in market hedging demand [19]
原油产业周报:地缘溢价推升原油-20250929
Nan Hua Qi Huo· 2025-09-29 09:27
南华期货原油产业周报 2025年9月29日 ——地缘溢价推升原油 杨歆悦(投资咨询证号:Z0022518) 南华研究院投资咨询业务资格:证监许可【2011】1290号 第一章 核心矛盾及策略建议 1.1 核心矛盾 当前原油核心矛盾是短期地缘(俄乌冲突、也门局势)驱动的多头动能,与中长期基本面(供需无缺口、实 货疲软)支撑不足的错配,地缘为当前重心但基本面制约涨幅。当前,以军袭也门萨那、乌袭俄能源设施推 升风险,俄延长成品油出口禁令,叠加EIA库存低增、资金做空弱,助力布伦特破9月高点;但美汽油需求 降、中东实货贴水收窄显疲软。短期看,矛盾聚焦 "地缘风险能否延续" 与 "资金对超买的消化"。中长期矛盾 脱离短期情绪,回归基本面本质,核心博弈在于 "需求下滑幅度" 与 "供应调整力度"。 地缘政治风险指数和布伦特原油 source: 南华研究,wind,彭博 地缘政治风险指数 布伦特原油期货价格连1(右轴) 美元/桶 20/12 21/12 22/12 23/12 24/12 100 200 300 400 0 50 100 150 WTI油价与波动率 source: 彭博,南华研究,同花顺 美元/桶 美国原油 ...
中辉能化观点-20250929
Zhong Hui Qi Huo· 2025-09-29 08:48
Group 1: Report Industry Investment Ratings - Crude oil: Cautiously bullish [1] - LPG: Cautiously bearish [1] - L: Bearish rebound [1] - PP: Bearish rebound [1] - PVC: Low - level oscillation [1] - PX: Cautiously bullish [1] - PTA: Cautiously bullish [2] - Ethylene glycol: Cautiously bearish [2] - Methanol: Cautiously bullish [2] - Urea: Cautiously bearish [2] - Natural gas: Cautiously bullish [4] - Asphalt: Cautiously bearish [4] - Glass: Low - level oscillation [4] - Soda ash: Low - level oscillation [4] Group 2: Core Views of the Report - The geopolitical disturbances boost oil prices, but there is a large downward pressure on oil prices in the medium - to - long term due to supply surplus. For other energy - chemical products, their trends are affected by factors such as cost, supply - demand relationship, and seasonal demand [1][2][4] Group 3: Summaries According to Related Catalogs Crude Oil - **Market Review**: On September 26, WTI rose 1.14%, Brent rose 0.93%, and SC rose 0.04%. The international oil price rose and then fell last Friday [5] - **Basic Logic**: In mid - to - late September, Ukraine attacked Russian refineries, causing oil prices to rebound. The focus is on the October 5 OPEC+ meeting. In the medium - to - long term, supply surplus may push oil prices down to around $60 [6] - **Fundamentals**: Supply was affected by pipeline attacks and export resumptions; demand in India decreased in August; US commercial crude oil inventory decreased in the week ending September 19 [7] - **Strategy Recommendation**: Hold short positions and buy call options. Focus on the range of [490 - 500] for SC [8] LPG - **Market Review**: On September 26, the PG main contract closed at 4258 yuan/ton, up 0.63% [11] - **Basic Logic**: The cost - end oil price weakened, downstream chemical demand increased, but supply was abundant due to high refinery operating rates and high warehouse receipts, suppressing LPG prices [12] - **Strategy Recommendation**: Hold short positions. Focus on the range of [4250 - 4350] for PG [13] L - **Market Review**: The L2601 contract closed at 7159 yuan/ton (-10) [16] - **Basic Logic**: It rebounds following the cost in the short term. Supply is expected to increase, while demand is supported by the peak season of shed films. Pay attention to downstream restocking [18] - **Strategy Recommendation**: Try to go long on pullbacks. Focus on the range of [7100 - 7250] for L [18] PP - **Market Review**: The PP2601 contract closed at 6893 yuan/ton (-5) [21] - **Basic Logic**: Cost support improves, supply pressure may ease, and downstream demand is entering the peak season. Pay attention to downstream restocking [23] - **Strategy Recommendation**: Industries can hedge at high prices. Try to go long on pullbacks. Focus on the range of [6850 - 7000] for PP [23] PVC - **Market Review**: The V2601 contract closed at 4935 yuan/ton (+16) [26] - **Basic Logic**: Supply is stronger than demand, and social inventory has been accumulating for 14 weeks. However, low prices and positive macro sentiment support the bottom. Pay attention to restocking and inventory reduction [28] - **Strategy Recommendation**: Try to go long on pullbacks. Focus on the range of [4800 - 5000] for V [28] PX - **Market Review**: On September 26, the PX spot price was 6676 (-21) yuan/ton [31] - **Basic Logic**: Supply - demand tight balance is expected to ease. PX inventory is high, and the cost - end oil price is under pressure [31] - **Strategy Recommendation**: Stop loss on short positions. Look for opportunities to short on rebounds and buy call options. Focus on the range of [6630 - 6720] for PX511 [32] PTA - **Market Review**: On September 26, the PTA spot price in East China was 4590 (+5) yuan/ton [34] - **Basic Logic**: Supply - side pressure may ease due to expected device maintenance, and demand has improved recently. 9 - month supply - demand is in tight balance, expected to be loose in Q4 [35] - **Strategy Recommendation**: Stop loss on short positions. Look for opportunities to short at high prices and buy call options. Focus on the range of [4630 - 4690] for TA01 [36] Ethylene Glycol - **Market Review**: On September 26, the spot price of ethylene glycol in East China was 4311 (+6) yuan/ton [38] - **Basic Logic**: Domestic devices slightly reduced load, overseas devices changed little. Terminal consumption improved short - term but is under pressure in the long - term. Inventory is low, supporting prices [38] - **Strategy Recommendation**: Hold short positions carefully. Look for opportunities to short at high prices. Focus on the range of [4200 - 4255] for EG01 [39] Methanol - **Market Review**: On September 26, the spot price of methanol in East China was 2293 (-1) yuan/ton [42] - **Basic Logic**: Supply pressure remains large, but demand has improved, and social inventory is decreasing. Cost support is stabilizing [43] - **Strategy Recommendation**: Continue to look for opportunities to go long on the 01 contract at low prices [43] Urea - **Market Review**: On September 26, the spot price of small - particle urea in Shandong was 1600 (-10) yuan/ton [47] - **Basic Logic**: Supply is relatively loose, demand is weak domestically but good for exports. Inventory is accumulating, and cost support exists [48] - **Strategy Recommendation**: Hold short positions carefully. Look for long - term opportunities to go long at low prices [2]
冠通期货原油2025年四季报:地缘局势扰动下的增产兑现情况
Guan Tong Qi Huo· 2025-09-29 08:26
冠通期货-原油2025年四季报 地缘局势扰动下的增产兑现情况 研究咨询部 苏妙达 时间:2025年9月29日 投资有风险,入市需谨慎,本公司具备期货交易咨询业务资格,请务必阅读最后一页免责声明。 分析师苏妙达:F03104403/Z0018167 投资有风险,入市需谨慎。 1 ⚫ 目前整体地缘局势仍在局部地区控制,未对原油出口产生更大的影响,不过,以色列袭击卡塔尔震惊国际,巴以停火谈判遥遥无期, 俄乌停火陷入僵局,伊朗核问题仍未解决,地缘局势仍将对原油造成扰动,尤其关注欧美是否会对俄罗斯原油、委内瑞拉原油等敏感 油的买家进行二次制裁。欧盟成员国中匈牙利和斯洛伐克仍有约20万桶/日的俄罗斯原油通过管道进口。若地缘局势升级影响原油生 产或运输,将刺激原油价格快速上涨。供给端,OPEC+坚持逐步增产以维护市场份额,10月仍将计划增产13.7万桶/日,目前实际增产 速度低于计划目标,不过近期其增产步伐在加速。由于三季度中东地区发电等需求强劲,OPEC+增产带来的供应冲击暂未到来,全球 原油库存还未有明显增加。当然也需注意除了沙特、阿联酋,其余OPEC+国家增产能力有限,OPEC+四季度实际增产仍将低于目标速度。 OP ...
金价1111元!2025年9月29日各大金店黄金价格多少钱一克?
Sou Hu Cai Jing· 2025-09-29 07:24
Group 1: Domestic Gold Prices - Domestic gold prices reached a new high on September 29, with Chow Sang Sang gold rising by 3 CNY per gram to 1111 CNY per gram, marking the highest price among gold stores [1] - Shanghai China Gold increased by 8 CNY per gram, pricing at 1019 CNY per gram, which remains the lowest among the listed stores [1] - The price difference between the highest and lowest gold prices narrowed to 92 CNY, indicating significant variation in pricing across different brands [1] Group 2: Gold Store Pricing Overview - The detailed pricing for various gold stores on September 29, 2025, includes: - Lao Miao Gold: 1108 CNY per gram (down 2 CNY) - Liufu Gold: 1108 CNY per gram (no change) - Chow Tai Fook Gold: 1108 CNY per gram (no change) - Zhou Liufu Gold: 1065 CNY per gram (up 5 CNY) - Jin Zun Gold: 1108 CNY per gram (no change) - Lao Feng Xiang Gold: 1110 CNY per gram (up 2 CNY) - Chao Hong Ji Gold: 1108 CNY per gram (no change) - Zhou Sheng Sheng Gold: 1111 CNY per gram (up 3 CNY) - Cai Bai Gold: 1058 CNY per gram (no change) - Shanghai China Gold: 1019 CNY per gram (up 8 CNY) - Zhou Da Sheng Gold: 1108 CNY per gram (no change) [1] Group 3: Platinum Prices - Platinum prices also saw an increase, with Chow Sang Sang platinum jewelry rising by 15 CNY per gram to 648 CNY per gram [1] Group 4: Gold Recycling Prices - The gold recycling price slightly decreased by 2.3 CNY per gram, with notable differences among brands: - Heavy Gold: 849.50 CNY per gram - Cai Zi Gold: 852.70 CNY per gram - Chow Sang Sang Gold: 842.00 CNY per gram - Chow Tai Fook Gold: 851.30 CNY per gram - Lao Feng Xiang Gold: 860.20 CNY per gram [2] Group 5: International Gold Prices - The spot gold price maintained an upward trend, reaching a peak of 3818.87 USD per ounce, marking a new historical high [4] - As of the latest update, the gold price was reported at 3812.12 USD per ounce, reflecting a 1.40% increase [4] - Market concerns regarding a potential government shutdown in the U.S. have heightened risk aversion, contributing to the rise in gold prices [4] - Geopolitical tensions, particularly related to the Russia-Ukraine situation, are also influencing market dynamics, with the U.S. considering military support for Ukraine [4]
国庆长假,有色金属基本面浅析
Hong Ye Qi Huo· 2025-09-29 06:15
国庆长假有色金属基本面浅析 2025 年 9 月 29 日 张天骜 爱尔兰都柏林大学数理金融学硕士 从业资格证:F3002734 投资咨询证:Z0012680 电话:025-52278450 邮箱:zhangtianao@ftol.com.cn 一、宏观基本面 1. 美国新一轮关税来袭: 当地时间 9 月 25 日,美国总统特朗普在其社交媒体"真实社交"上宣布, 自 10 月 1 日起,美国将对多类进口产品实施新一轮高额关税。措施包括:对厨 房橱柜、浴室洗手台及相关建材征收 50%关税,对进口家具征收 30%关税,对 专利及品牌药品加征 100%关税。特朗普当天还宣布,自 10 月 1 日起将对所有进 口重型卡车加征 25%关税。 美国关税政策再度加码,同时中美就 Tik Tok 问题达成一致,得到一个双方 可以接受,但并不算最优的解决方案。未来中美谈判可能不断拉锯,而全球贸易 仍然面临较大压力。 关税与贸易纠纷对有色金属形成不利影响。 2. 地缘政治风险较高 5. 国内货币政策保持稳定 虽然经过美国调停、美国/欧盟新一轮关税制裁等各种影响,但俄乌冲突目 前完全没有结束的迹象,反而愈演愈烈。中东地区矛盾激化, ...
液化石油气(LPG)投资周报:国庆前后地缘扰动频繁,PG价格高位回落-20250929
Guo Mao Qi Huo· 2025-09-29 05:39
1. Report Industry Investment Rating - The investment view on LPG is "oscillating bearish" [4] 2. Core View of the Report - In the short - term, PG prices have fallen from high levels. The upstream PG fundamentals lack obvious drivers and tend to be weak. The supply - demand of propylene in the intermediate link is under pressure, and the short - term demand for PP is saturated with a shutdown expectation in the later period. The PDH profit is expected to decline further. Attention should be paid to the flow of warehouse receipts in the market, macro and geopolitical risks [4] 3. Summary According to Related Catalogs 3.1 Market Review - The main contract of LPG futures declined, with a fluctuation range of 4230 - 4490 yuan/ton. In the first half of the week, the international crude oil price dropped, suppressing the market trend. Both domestic and foreign spot prices fell, and the sentiment of market participants was weak, leading to a rapid decline in the market. However, the domestic propane demand increased month - on - month, the combustion demand improved successively, and the demand expectation increased. In the second half of the week, the crude oil price rebounded, and the market rebounded slightly after reaching the bottom [5] 3.2 Domestic LPG Delivery Product Spot Price and Basis - **Spot Price**: In different regions, the prices of civil gas, imported gas, and ether - post - C4 have different changes. For example, in the East China region, the average price of civil gas decreased by 0.50% week - on - week; in the South China region, the price of Maoming civil gas remained unchanged week - on - week [7] - **Basis**: The weekly average basis in East China was 126.80 yuan/ton, in South China was 357.80 yuan/ton, and in Shandong was 301.80 yuan/ton. The total number of LPG warehouse receipts increased by 1353 to 14327 lots, and the lowest deliverable area was East China [4] 3.3 LPG Futures Price, Inter - month Spread, and Cross - month Spread - **Futures Price**: The prices of different LPG futures contracts (PG01 - PG12) showed different degrees of decline compared with the previous week and month. For example, PG01 decreased by 4.36% week - on - week and 1.83% month - on - month [8] - **Inter - month Spread**: The inter - month spreads (such as PG01 - PG02, PG02 - PG03, etc.) also had different changes compared with the previous week and month. For example, the spread of PG01 - PG02 decreased by 6.06% week - on - week and increased by 3.33% month - on - month [8] - **Cross - month Spread**: The cross - month spreads (such as PG01 - PG03, PG02 - PG04, etc.) also showed different trends. For example, the spread of PG01 - PG03 decreased by 6.04% week - on - week and 4.76% month - on - month [8] - **Arbitrage**: There are month - to - month and cross - month arbitrage strategies. For example, in month - to - month arbitrage, the spread between PG2511 and PG2512 was 7.9 on the day, and the z - score was 1.7318 [8] 3.4 Refinery Device Maintenance Plan - **Main Refineries**: Many main refineries in China have device maintenance plans in 2025, including full - plant maintenance and partial device maintenance of some refineries such as Beihai Refining and Chemical, Hainan Refining and Chemical, etc. [9] - **Local Refineries**: Local refineries in Shandong, Northeast, Central China, and Northwest regions also have corresponding device maintenance plans, such as the full - plant maintenance of Shenchi Chemical, Xin泰 Petrochemical, etc. [9] 3.5 LPG Production Device and PDH Device Maintenance Plan - **LPG Production Device**: Some LPG production enterprises in China have device maintenance plans in 2025, such as Zhenghe Petrochemical, Huaxing Petrochemical, etc. [10] - **PDH Device**: Some PDH devices in China are in normal operation, while some are in shutdown or maintenance. For example, Qingdao Jinneng Phase I is in shutdown for maintenance, and it is expected to restart on October 1st [11] 3.6 Fundamental Factors Affecting LPG - **Supply**: Last week, the total commercial volume of LPG was about 539,200 tons. The commercial volume of civil gas was 211,200 tons (a decrease of 4.76%), industrial gas was 212,500 tons (a decrease of 0.75%), and ether - post - C4 was 170,130 tons (a decrease of 1.64%). The arrival volume of LPG last week was 650,000 tons. A refinery in Shandong plans to conduct maintenance this week, and some enterprises will reduce production, so the domestic commercial volume is expected to decline [4] - **Demand**: The combustion demand is gradually coming to an end, and the traditional peak - season logic is weakening. In the deep - processing of C4, affected by new energy substitution, the gasoline demand is weakening. The profit of MTBE is inverted, but the operating rate is high. The profit of alkylated gasoline has turned from profit to loss, and the loss of isobutane dehydrogenation profit is relatively deep. The ether - post - market may fall and stabilize. In the deep - processing of C3, the utilization rate of PDH production capacity is expected to decline. After the National Day, the operating rate may drop below 65%. The price of propylene in the intermediate link has fallen, and the terminal PP demand is saturated. The PDH device has shown continuous losses from propylene to PP, and the profit negative feedback effect has emerged [4] - **Inventory**: Last week, the factory inventory of LPG was 188,100 tons (an increase of 4.33%), and the port inventory was 3.1366 million tons (a decrease of 3.01%). The storage capacity utilization rate of the domestic LPG market increased last week. The inventory reduction in Northeast, Shandong, and Central China was relatively smooth through price concessions, but affected by adverse factors such as typhoon extreme weather and supply increase, the inventory in East China, South China, North China, and the West continued to increase. At the port, the arrival of ships decreased, and the replenishment of imported resources was insufficient [4] - **Basis and Position**: The weekly average basis in East China was 126.80 yuan/ton, in South China was 357.80 yuan/ton, and in Shandong was 301.80 yuan/ton. The total number of LPG warehouse receipts was 14,327 lots, an increase of 1,353 lots, and the lowest deliverable area was East China [4] - **Chemical Downstream**: The operating rates of PDH, MTBE, and alkylation were 69.48%, 58.35%, and 45.51% respectively. The profit of PDH to propylene was - 349 yuan/ton, the profit of MTBE isomerization was - 90 yuan/ton, and the profit of alkylation in Shandong was - 13 yuan/ton [4] - **Valuation**: The PG - SC ratio was - 2.47%, and the spread between PG continuous first and continuous second months was 79 yuan/ton. The continuous increase in crude oil production has dragged down the cost section, and the PG - SC cracking spread has continued to strengthen [4] - **Other Factors**: Crude oil is in a fundamental surplus expectation caused by geopolitical factors, sanctions, and OPEC+ production increase, and maintains range - bound trading. The non - farm payrolls data in the United States in August was lower than market expectations, with an increase in the number of unemployed people, a month - on - month decline in PPI and CPI, and economic slowdown. The Federal Reserve cut interest rates by 25bp as expected, and it is expected to cut interest rates by 50bp or more within the year. Geopolitical situations in Russia - Ukraine, US - Venezuela, and the Middle East are frequently disturbed in the short term and tend to be tense [4] 3.7 Investment and Trading Strategies - **Investment View**: The upstream PG fundamentals lack obvious drivers and tend to be weak. The supply - demand of propylene in the intermediate link is under pressure, and the short - term demand for PP is saturated with a shutdown expectation in the later period. The PDH profit is expected to decline further. Overall, in the short - term, PG prices have fallen from high levels, and the profit negative feedback effect of downstream PDH is prominent [4] - **Trading Strategy**: For unilateral trading, it is recommended to wait and see temporarily. For arbitrage, the strategies include going long on PP2601 and short on PL2601, going long on PP2601 and short on PG2601, and going long on SC and short on PG [4]
大越期货原油周报-20250929
Da Yue Qi Huo· 2025-09-29 05:32
交易咨询业务资格:证监许可【2012】1091号 原油周报 (9.22-9.26) 大越期货投资咨询部 金泽彬 从业资格证号:F3048432 投资咨询证号: Z0015557 联系方式:0575-85226759 重要提示:本报告非期货交易咨询业务项下服务,其中的观点和信息仅作参考之用,不构成对任何人的投 资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户;市场有风险,投资需谨慎。 CONTENTS 目 录 1 回顾 2 相关资讯 3 展望 4 基本面数据 5 持仓数据 回顾与要闻 上周,原油自低位回升,纽约商品交易所主力轻质原油期货价格收于每桶65.19美元,周涨4.54%;伦敦布伦特原油主力期货价格收于每桶68.82 美元,周涨4.19%;中国上海原油期货收于每桶495元,周涨1.64%。尽管此前美方表示欧盟应该停止购买俄罗斯石油,但匈牙利方面表示,匈方 反对在没有可行替代方案的情况下提前停止进口俄罗斯化石燃料,伊拉克原油出口增加的预期导致油价承压下跌,原油在周初下行,但之后乌 克兰袭击行动导致位于俄罗斯新罗西斯克港口附近的石油装运设施以及终端设备瘫痪,相关设施每日出口原油约200万桶, ...