印度矿业部长：我们必须努力到2030年将铝和铜的产量翻一番。 ...

Group 1 - In April 2025, Gansu Province's crude oil production reached 1.061 million tons, representing a year-on-year growth of 6.8%, which is 4.0 percentage points higher than the same period last year [1] - The growth rate of Gansu's crude oil production in April 2025 is 5.3 percentage points higher than the national average, contributing to 6.0% of the national crude oil production of 17.724 million tons [1] Group 2 - From January to April 2025, Gansu Province's crude oil production totaled 4.338 million tons, with a year-on-year increase of 6.7%, which is 0.2 percentage points higher than the previous year [2] - The growth rate for the first four months of 2025 is 5.5 percentage points higher than the national average, also accounting for 6.0% of the national crude oil production of 71.811 million tons [2]

Group 1 - In April 2025, ethylene production in Shandong Province reached 195,000 tons, representing a year-on-year growth of 5.5%, which is an increase of 4.3 percentage points compared to the same period last year [1] - The growth rate of ethylene production in Shandong is 4.6 percentage points lower than the national average, with Shandong accounting for 6.6% of the national ethylene production of 2,975,000 tons during the same period [1] Group 2 - From January to April 2025, ethylene production in Shandong Province totaled 802,000 tons, showing a year-on-year increase of 4.8%, but the growth rate is 4.3 percentage points lower than the previous year [2] - The growth rate for this period is also 2.5 percentage points lower than the national average, with Shandong's production again accounting for 6.6% of the national total of 12,200,000 tons [2]

Group 1 - In May 2025, the ethylene production in Jilin Province reached 65,000 tons, representing a year-on-year growth of 1.6% [1] - The growth rate in May 2025 decreased by 5.8 percentage points compared to the same month last year, and was 12.8 percentage points lower than the national average [1] - Jilin's ethylene production accounted for 2.2% of the national output of 3.03 million tons during the same period [1] Group 2 - From January to May 2025, Jilin Province's ethylene production totaled 319,000 tons, with a year-on-year increase of 2.4% [2] - The growth rate for the first five months of 2025 was 10.2 percentage points higher than the same period last year, but still 9.5 percentage points lower than the national average [2] - Jilin's production during this period represented 2.1% of the national ethylene output of 15.294 million tons [2]

Group 1 - The production of caustic soda (100% equivalent) in Shandong Province reached 1.085 million tons in May 2025, representing a year-on-year growth of 6.1% [1] - The growth rate in May 2025 is 7.0 percentage points lower than the same period last year, indicating a slowdown in growth [1] - The production in the first five months of 2025 totaled 5.35 million tons, with a year-on-year increase of 7.7%, which is 0.6 percentage points lower than the previous year [3] Group 2 - The production growth rate in Shandong Province is 3.8 percentage points higher than the national average for the same period [1] - Shandong Province accounted for 28.6% of the national caustic soda production, which was 3.791 million tons in May 2025 and 18.697 million tons in the first five months of 2025 [1][3]

36 关注微信公众号 | 资咨询业务资格:证监许可 【2011】1292号 | 产业期现日报 | | | | | | --- | --- | --- | --- | --- | --- | | | | | | 徐艺丹 Z0020017 | | | 铁矿石相关价格及价差 | | | | | | | 品种 | 现值 | 前值 | 涨跌 | 涨跌幅 | 单位 | | 仓单成本:卡粉 | 724.2 | 711.0 | 13.2 | 1.9% | | | 仓单成本:PB粉 | 753.5 | 740.3 | 13.2 | 1.8% | | | 仓单成本:巴混粉 | 764.2 | 751.3 | 12.9 | 1.7% | | | 仓单成本:金布巴粉 | 745.4 | 732.5 | 12.9 | 1.8% | | | 09合约基差:卡粉 | 47.7 | 42.5 | 5.2 | 12.3% | | | 09合约基差:PB粉 | 31.0 | 71.8 | -40.8 | -56.8% | 元/吨 | | 09合约基差:巴混粉 | 41.7 | 82.8 | -41.1 | -49.6% | | | 09合约基差 ...

增速较上一年同期变化：低13.30个百分点 据统计，2025年4月宁夏回族自治区规模以上工业企业煤油产量与上年同期持平，达1.7万吨，增速较上 一年同期低13.3个百分点，增速较同期全国高6.9个百分点，约占同期全国规模以上企业煤油产量436万 吨的比重为0.4%。 详见下图： 2025年1-4月煤油产量统计： 摘要：【图】2025年4月宁夏回族自治区煤油产量数据分析 2025年4月煤油产量统计： 煤油产量：1.7 万吨 同比增长：与上年同期持平 图2：宁夏回族自治区煤油产量分月（累计值）统计图 图1：宁夏回族自治区煤油产量分月（当月值）统计图 注：主要能源产品产量月度统计范围为规模以上工业法人单位，即年主营业务收入2000万元及以上的工 业企业。 产业调研网为您提供更多 石油化工行业最新动态 石油行业监测及发展趋势 化工未来发展趋势预测 日化现状及发展前景 润滑油发展前景趋势分析 汽油的现状和发展趋势 柴油行业现状与发展趋势 橡胶市场现状及前景分析 塑料市场调研与发展前景 化妆品发展现状及前景预测清洁护肤市场调研及发展趋势 煤油产量：7.2 万吨 同比增长：23.50% 增速较上一年同期变化：高16.90个 ...

钢铁：持续看好钢铁板块行情，迎接转折之年 20250702 摘要 钢铁板块在经历 2021 年以来的基本面下探后，目前已触底，需求端受 益于制造业增长和出口稳健，对冲了地产下行影响，总需求接近触底。 供给侧改革限制新增产能，叠加限产措施和落后产能退出，增强了供给 收缩预期，有利于供需平衡和板块向上弹性。 制造业需求占比提升至 50%-60%，汽车、家电、造船等领域需求增长 显著，支撑了粗钢总需求，抵消了部分地产下滑的影响。 原材料成本方面，焦煤价格下跌和西芒杜等大型矿山投产，预计将推动 铁矿石价格下行，降低中游冶炼环节的成本压力，提升盈利能力。 钢铁行业未来两到三年将迎来震荡上行周期，高股息率头部公司如宝钢、 中信特钢和华菱，其业绩稳定性和回升将触发估值重估。 今年前 26 周五大品种钢材表观消费量累计同比降幅收窄至 0.36%，粗 钢产量同比下降 1.7%，供需数据表现良好，需求基本持平而供给进一 步收缩。 推荐关注三类标的：稳健高股息的宝钢、中信特钢和华菱；兼具防守与 弹性的新钢股份和方大特钢；以及纯弹性的柳钢股份，这些标的基于股 息率、盈利稳定性、产品结构及区位优势进行选择。 Q&A 钢铁行业近期的投资 ...

美国至6月27日当周EIA蒸馏燃油产量引伸需求数据 539.63万桶/日，前值544.29万桶/日。 ...

美国至6月27日当周EIA车用汽油总产量引伸需求数据 942.34万桶/日，前值1045.09万桶/日。 ...