王江楠（F03108382，Z0021543），联系电话：010-82295006 | CCFEI价格指数:涤纶DTY | 2025/6/12 | 元/吨 | 8850.00 | 8850.00 | 0.00% | | --- | --- | --- | --- | --- | --- | | CCFEI价格指数:涤纶POY | 2025/6/12 | 元/吨 | 7200.00 | 7200.00 | 0.00% | | CCFEI价格指数:涤纶FDY68D | 2025/6/12 | 元/吨 | 7150.00 | 7150.00 | 0.00% | | 下 | CCFEI价格指数:涤纶FDY150D 2025/6/12 游 | 元/吨 | 7100.00 | 7100.00 | 0.00% | | CCFEI价格指数:涤纶短纤 | 2025/6/12 | 元/吨 | 6520.00 | 6495.00 | 0.38% | | CCFEI价格指数:聚酯切片 | 2025/6/12 | 元/吨 | 5840.00 | 5820.00 | 0.34% | | CCFEI价格指数:瓶级切片 | 2025/6/1 ...

中东突发。 当地时间11日，伊朗总统佩泽希齐扬表示，伊朗不会不惜一切代价达成核协议。佩泽希齐扬重申，伊朗 不会制造核弹，但不允许任何人对伊朗施加压力。 "美军所有基地都在射程内" 伊朗称测试一枚带有2吨弹头的导弹 当地时间11日，纳西尔扎德谈到美国最近对伊朗的威胁时表示，若冲突被迫发生，美国损失将远超伊 朗。 当地时间6月11日，美国总统特朗普在华盛顿肯尼迪表演艺术中心参加活动时表示，美国人员正在撤离 中东地区。 当被问及为何要求美国人员离开时，特朗普回答称，因为"那里可能是一个危险的地方，我们将看看会 发生什么"。特朗普同时表示，美国不会允许伊朗拥有核武器。 伊朗国防部长纳西尔扎德6月11日警告称，如果伊朗与美国有关伊朗核问题的谈判失败，伊朗与美国发 生军事冲突，伊朗将袭击美国在中东地区的军事基地。此外还有报道称，一旦认为美国与伊朗无法就清 除伊朗所有的浓缩铀达成协议，以色列将对伊朗核设施发动袭击。 美国国务院11日说，已要求美国驻伊拉克使馆非必要人员及其家属撤离伊拉克。五角大楼同一天表示， 美国防长赫格塞思批准驻中东地区的美军家属自愿撤离。美媒援引匿名国防部官员的话报道，美军中央 司令部正在监视"中东地区 ...

中东突发。 当地时间6月11日，美国总统特朗普在华盛顿肯尼迪表演艺术中心参加活动时表示，美国人员正在撤离中东地区。 当被问及为何要求美国人员离开时，特朗普回答称，因为"那里可能是一个危险的地方，我们将看看会发生什么"。特朗普同时表示，美国不会允许伊朗拥有核武 器。 伊朗国防部长纳西尔扎德6月11日警告称，如果伊朗与美国有关伊朗核问题的谈判失败，伊朗与美国发生军事冲突，伊朗将袭击美国在中东地区的军事基地。此外还 有报道称，一旦认为美国与伊朗无法就清除伊朗所有的浓缩铀达成协议，以色列将对伊朗核设施发动袭击。 美国国务院11日说，已要求美国驻伊拉克使馆非必要人员及其家属撤离伊拉克。五角大楼同一天表示，美国防长赫格塞思批准驻中东地区的美军家属自愿撤离。美 媒援引匿名国防部官员的话报道，美军中央司令部正在监视"中东地区日益紧张的局势"。 伊朗总统：伊朗不会不惜一切代价达成核协议 当地时间11日，伊朗总统佩泽希齐扬表示，伊朗不会不惜一切代价达成核协议。佩泽希齐扬重申，伊朗不会制造核弹，但不允许任何人对伊朗施加压力。 "美军所有基地都在射程内" 伊朗称测试一枚带有2吨弹头的导弹 当地时间11日，纳西尔扎德谈到美国最近对伊朗 ...

Report Summary 1. Industry Investment Rating - No investment rating information is provided in the report. 2. Core Viewpoints - This week, oil prices have shown a strong performance, with the fundamental situation tightening on a sequential basis. Geopolitical risks have escalated, leading to increased fluctuations in crude oil spreads and stronger absolute prices. WTI has outperformed Brent and Dubai. Fundamentally, global oil inventories have increased, while US commercial inventories have decreased more than expected, and the number of US oil rigs has significantly declined. On the negative side, leading data on the US job market shows signs of cooling, and the latest apparent demand for US gasoline and diesel has dropped significantly. Attention should be paid to the sustainability of terminal product demand. This week, refining margins in Europe and the US have declined on a sequential basis, while those in Asia have remained high. Saudi Arabia and other countries have lowered their official selling prices to Asia in July to multi - year lows, and there are market rumors that Saudi Arabia intends to push OPEC+ to continue increasing production by at least 411,000 barrels per day in August and September to consolidate market share. Recently, the valuation repair of Brent and WTI crude oil has been realized, and the focus has shifted to whether geopolitical risks (such as the US - Iran and Israel - Palestine situations) will substantially escalate. High - altitude opportunities for absolute prices can be monitored [6]. 3. Summary by Directory 3.1 Daily News - Middle East tensions have sharply escalated, with the US partially evacuating its personnel. Trump has expressed reduced confidence in reaching the Iran nuclear deal, and Iran has warned of potential strikes on US military bases. The US military has authorized the voluntary departure of military families from the Middle East, and the scale of the US mission in Iraq has been reduced. Israel's military has been on high alert, and the UK has warned of potential "military activity escalation." Iran's Islamic Revolutionary Guard Corps Commander - in - Chief has stated that upgraded missiles are ready for any battle [3][4][5]. 3.2 Regional Fundamentals - According to the EIA report, in the week of May 23, US crude oil exports increased by 794,000 barrels per day to 4.301 million barrels per day, domestic crude oil production increased by 90,000 barrels to 13.401 million barrels per day, commercial crude oil inventories excluding strategic reserves decreased by 2.795 million barrels to 440 million barrels (a decrease of 0.63%), and strategic petroleum reserve (SPR) inventories increased by 820,000 barrels to 401.3 million barrels (an increase of 0.2%). This week, the operating rate of major refineries in China decreased, while that of Shandong local refineries increased. The production of gasoline and diesel in China both increased, with major refineries seeing increases in both, and independent refineries seeing decreases in both. The sales - to - production ratio of local refineries increased for gasoline and decreased for diesel. Gasoline and diesel inventories in China decreased significantly. The comprehensive profit of major refineries rebounded on a sequential basis, and that of local refineries improved on a sequential basis [6]. 3.3 Weekly Data - From June 5 to June 11, 2025, WTI increased by 3.17, Brent increased by 2.90, and Dubai increased by 1.93. SC decreased by 1.70, and Oman increased by 2.61. Other related products also showed various price changes, such as a 20.00 decrease in domestic gasoline prices and a 192.00 decrease in domestic gasoline - Brent differentials [3].

Domestic News - The China Automobile Association reported that from January to May, China's automobile sales reached 12.748 million units, with new energy vehicles accounting for 44% of total sales [3] International News - Tensions in the Middle East have escalated, with Trump expressing reduced confidence in reaching an Iran nuclear deal, and Iran's defense minister stating that if negotiations fail, Iran will target U.S. military bases in the region [2] - International crude oil prices surged by 5%, and gold prices increased by over $20 amid the rising tensions [2] - The U.S. Customs total tax revenue reached a record $23 billion in May, with a year-on-year increase of nearly four times [2]

中东紧张局势急剧升温 美国人员部分撤离 金十数据整理中东局势跟踪（6月12日），在特朗普表示对达成伊核协议信心减弱，以及伊朗方面警告 可能打击美军基地之际，美国方面在北京时间今日凌晨通知美国在中东的人员部分撤离，原油黄金飙 涨。特朗普此前曾多次威胁打击伊朗。 1. 特朗普表示对达成伊核协议信心减弱，仍决心不让伊朗获得核武器。此前伊朗国防部长称若与美国发 生冲突，将打击该地区的美军基地。伊朗总统称正在与美国和欧洲进行会谈，但不会向武力屈服。 2. 两名美国官员星期三表示，由于与伊朗的紧张局势加剧，美国军方已经授权美军家属可自愿从中东各 地离开。 3. 白宫发言人：撤离决定基于国务院最近审查的结果，特朗普对此知情。 8. 美国官员：由于中东紧张局势，美国中央司令部司令推迟了原定于星期四在国会作证的时间。 9. 据AXIOS网站：以色列官员称，以色列国防军最近几天一直处于高度戒备状态，以防与伊朗的冲突 可能升级。 10. 英国方面警告：中东地区紧张局势加剧可能导致"军事活动升级"。 11. 伊朗伊斯兰革命卫队总司令：已为任何战斗准备好升级版导弹。 4. 美国国务院官员：根据最新安全分析，决定缩减在伊拉克的美国使团规 ...

Domestic News - The first meeting of the China-US economic and trade consultation mechanism was held in London, UK [3] - China's Ministry of Commerce representative Li Chenggang stated that a framework was reached regarding the implementation of the consensus from the two countries' leaders' phone call and the Geneva talks [3] - A total of 16 car manufacturers, including BYD, SAIC, and GAC, have committed to standardizing supplier payment terms to within 60 days [3] - From January to May, China's automobile sales reached 12.748 million units, with new energy vehicles accounting for 44% [3] - The domestically developed large amphibious aircraft AG600 "Kunlong" received a production license from the Civil Aviation Administration of China in Zhuhai, Guangdong [3] International News - The US Court of Appeals ruled that Trump's tariffs will remain in effect during the appeal process, while the EU hopes to extend trade negotiations beyond the July deadline set by Trump [2] - Trump expressed diminished confidence in reaching an Iran nuclear agreement, with Iran's defense minister stating that if negotiations fail and conflict arises with the US, Iran will target US military bases in the region [2] - The US May CPI data was below expectations, with core CPI rising only 0.1%, prompting Trump to call for a 100 basis point rate cut from the Federal Reserve [3]

美、布两油持续上涨 金十数据6月11日讯，WTI原油日内涨2%，现报65.18美元/桶；布伦特原油日内涨1.88%，现报67.4美元/桶。消息面上，特朗普 对达成伊核协议信心减弱。 ...

美伊4月12日在阿曼首都马斯喀特举行了首轮间接会谈，这是自2018年5月美国单方面退出伊核协议后双 方首次正式谈判。此后，双方又举行了四轮间接谈判。（央视） 当地时间10日，央视记者获悉，有美国及以色列官员透露，美国总统特朗普告诉以色列总理内塔尼亚 胡，他反对对伊朗实施军事行动，因为其认为当前存在与伊朗达成核协议的可能。伊朗外交部10日凌晨 发表声明说，伊朗将于15日与美国举行下一轮会谈。 ...

Energy - Iraq's SOMO announced that the official selling price of Basrah medium crude oil for July shipments to Asia will be $0.30 per barrel above the average price of Oman/Dubai crude [1] - A survey indicated that five OPEC+ member countries increased oil production by 180,000 barrels per day in May, which is below the committed increase of 310,000 barrels per day [1] - Due to refinery shutdowns, fuel imports in California reached their highest level in four years [1] - The Israeli military stated that its naval vessels attacked Houthi targets in Yemen's Hodeidah port [1] Precious Metals and Mining - Chile's central bank reported that copper export revenue fell to $4.48 billion in May [2] Agriculture - On June 10, the first meeting of the China-U.S. trade negotiation mechanism will continue [3] - Japanese trade negotiators will visit the U.S. and Canada from June 13 to 18 for negotiations [3] - The U.S. Department of Justice requested the court to extend the stay on the enforcement of the ruling invalidating Trump's tariffs [3] Other - An Iranian parliamentary spokesperson indicated that if the International Atomic Energy Agency pressures Iran and triggers mechanisms, Iran plans to withdraw from the Non-Proliferation Treaty [4] - Iran's foreign ministry stated that the U.S. proposal regarding the nuclear agreement is "unacceptable" [4] Additional Information - South Korean egg prices have reached a four-year high [5] - The Japanese government will release an additional 200,000 tons of reserve rice [5] - Malaysia's MPOB reported that palm oil production in May was 1,771,621 tons, a month-on-month increase of 5.05% [5] - Local growers and officials indicated that India is expected to have a surplus of sugar for two consecutive years [5]