今年3月，8国产油国决定自4月1日起逐步增加石油产量，以回撤自愿减产措施。 当地时间7月5日，欧佩克+发布声明，宣布将在8月份将石油产量增加54.8万桶/日。该组织已于5月、6 月和7月分别增产41.1 万桶/日。 ...

OPEC+代表：OPEC+将考虑在下次会议上再度增产54.8万桶/日。 ...

OPEC+代表：OPEC+原则上同意8月增产55万桶/日。 ...

多名代表称，OPEC+考虑（8月份）增产石油超过41.1万桶/日。（彭博） ...

Core Viewpoint - OPEC+ is reportedly seeking to accelerate production increases at the upcoming meeting, with an increase exceeding 411,000 barrels per day [1] Group 1 - OPEC+ plans to discuss further production increases during the meeting on Saturday [1] - The anticipated production increase is expected to surpass 411,000 barrels per day [1]

徐绍祖（联系人） 18665881888 xushaozu@wkqh.cn 地缘冲突降温， 成本支撑转弱 聚烯烃月报 从业资格号：F03115061 2025/07/04 刘洁文（能源化工组） 从业资格号： F03097315 交易咨询号： Z0020397 品种观点 表1：月度品种观点 | 月逻辑 | 策略 | 日期 | 6月前三周主要观点 | | --- | --- | --- | --- | | | | 6月13日 | 中东局势再次升级，以色列轰炸伊朗多处设施，原油价格本周大幅走强。中国地炼 | | | | | 利润回落，开工下降，丙烯供应量再次回落。LL-PP价差或已筑底，09合约LL计划 | | 政策端：伊以冲突主导原油冲高回落，地缘冲 | | | 投放产能110万吨，09合约PP计划投放产能370万吨（6月计划投产220万吨），因此 | | 突降温后，聚烯烃交易回归基本面逻辑。 | | | 6月投产错配最大，预计6月LL-PP价差或将加速走阔。 | | 成本端：油制利润及PDH制利润修复。 | | | | | 供应端：6月聚烯烃投产压力较大，但下半年聚 | 套利策略， | | | | 乙烯投产压力 ...

Group 1 - The non-farm payroll data has diminished hopes for a Federal Reserve rate cut in July, impacting gold momentum but still allowing for a potential weekly gain [1] - OPEC+ production increases have already been priced in, indicating market adjustments to these changes [1] - WTI crude oil is showing sell signals, raising questions about future market sentiment [1] Group 2 - The Hong Kong Hang Seng Index shows a bullish sentiment of 31% and bearish sentiment of 69% [3] - The S&P 500 Index has a bullish sentiment of 72% and bearish sentiment of 28% [3] - The Nasdaq Index indicates a strong bullish sentiment of 83% and a bearish sentiment of 17% [3] - The Dow Jones Index reflects a bullish sentiment of 19% and a bearish sentiment of 81% [3] - The Nikkei 225 Index shows a bullish sentiment of 77% and a bearish sentiment of 23% [3] - The German DAX 40 Index has a bullish sentiment of 42% and a bearish sentiment of 58% [3] Group 3 - In the forex market, the Euro/USD pair has a bullish sentiment of 23% and a bearish sentiment of 77% [3] - The Euro/GBP pair shows a bullish sentiment of 20% and a bearish sentiment of 80% [3] - The Euro/JPY pair indicates a strong bullish sentiment of 94% and a bearish sentiment of 6% [3] - The Euro/AUD pair has a bullish sentiment of 10% and a bearish sentiment of 90% [3] - The GBP/USD pair shows a bullish sentiment of 13% and a bearish sentiment of 87% [3] - The GBP/JPY pair indicates a bullish sentiment of 26% and a bearish sentiment of 74% [3] - The USD/JPY pair has a bullish sentiment of 56% and a bearish sentiment of 44% [3] - The USD/CAD pair shows a bullish sentiment of 22% and a bearish sentiment of 78% [3] - The USD/CHF pair indicates a strong bullish sentiment of 93% and a bearish sentiment of 7% [3]

市场消息：代表们称，欧佩克+讨论8月增产石油41.1万桶/日。 ...

Core Viewpoint - OPEC+ is discussing an increase in oil production by 411,000 barrels per day in August [1] Group 1 - The proposed increase in production aims to address market demand and stabilize oil prices [1]

大豆是我国重要的粮、油、饲兼用作物，提升大豆产能是国家战略需求，党中央高度重视大豆油料生 产，今年中央一号文件对大豆等油料作物大面积单产提升作出部署。为此，油料所以新品种新技术为核 心建立样板田，开展综合集成示范，系统推进大豆大面积单产提升。现场展示的油料所选育的系列大豆 新品种田间长势喜人。其中，"中豆57"2024年在湖北公安历经高温大"烤"以亩产276.1公斤创造南方地 区大豆万亩片高产典型，"中豆63"2023年在湖北天门以百亩实收亩产344.3公斤创南方大豆高产纪录， 以上两个品种均适宜长江流域、黄淮海和西南山区三大产区种植。"中豆62""中豆81"具有高产高蛋白的 优点，蛋白质含量分别达49.34%和47.04%，在豆制品加工中优势突出。"油6019""中豆79"含油量达 22.55%和23.54%，较对照增产10%以上，具有高油高产、抗病耐密、耐高温等特点。 位于湖北天门的示范田中，采用了油料所李培武院士团队首创的提质固氮绿色增产——ARC生物耦合 技术，该技术同时攻克了大豆提质固氮减肥增产两大国际难题，在北方、黄淮海、长江流域和南方四大 大豆产区18省174个示范点开展百亩田、千亩方、万亩片和 ...