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沥青:厂库回落,重心随油震荡偏强
Guo Tai Jun An Qi Huo· 2025-07-15 01:48
2025 年 7 月 15 日 商 品 研 究 沥青:厂库回落,重心随油震荡偏强 王涵西 投资咨询从业资格号:Z0019174 wanghanxi@gtht.com 【基本面跟踪】 表 1:沥青基本面数据 | | 项目 | 单位 | 昨日收盘价 | 日涨跌 | 昨夜夜盘收盘价 | 夜盘涨跌 | | --- | --- | --- | --- | --- | --- | --- | | | BU2508 | 元/吨 | 3,681 | -1.08% | 3,679 | -0.05% | | | BU2509 | 元/吨 | 3,646 | 1.21% | 3,649 | 0.08% | | | | | 昨日成交 | 成交变动 | 昨日持仓 | 持仓变动 | | 期货 | BU2508 | 手 | 3,977 | 1,660 | 12,525 | (1,566) | | | BU2509 | 手 | 151,549 | (7,524) | 231,231 | 13,867 | | | | | 昨日仓单 | 仓单变化 | | | | | 沥青全市场 | 手 | 82300 | 0 | | | | | | | 昨日价 ...
沥青:油价反弹,震荡偏强
Guo Tai Jun An Qi Huo· 2025-05-07 02:32
Group 1: Report Title and General Outlook - The report is titled "Asphalt: Oil Price Rebound, Oscillating with an Upward Bias" dated May 7, 2025 [1] - The trend strength of asphalt is 1, indicating a moderately positive outlook, with the range of trend strength being integers from -2 (most bearish) to 2 (most bullish) [10] Group 2: Futures Market Data Futures Prices and Changes - BU2506 closed at 3,361 yuan/ton yesterday with a -1.38% change and 3,424 yuan/ton in the night session with a 1.87% change - BU2507 closed at 3,342 yuan/ton yesterday with a -1.42% change and 3,400 yuan/ton in the night session with a 1.74% change [1] Trading Volume and Open Interest - BU2506 had a trading volume of 194,405 lots yesterday with an increase of 23,855 lots and an open interest of 113,918 lots with an increase of 984 lots - BU2507 had a trading volume of 53,094 lots yesterday with an increase of 8,137 lots and an open interest of 111,608 lots with an increase of 3,751 lots [1] Warehouse Receipts - The total asphalt warehouse receipts in the market were 87,690 lots yesterday with no change [1] Spreads - The basis (Shandong - 06) was 209 yuan/ton yesterday, up 57 yuan from the previous day - The 06 - 07 inter - period spread was 19 yuan/ton yesterday, up 1 yuan from the previous day [1] Group 3: Spot Market Data Spot Prices - The Shandong wholesale price was 3,570 yuan/ton yesterday, up 10 yuan, with the factory - warehouse spot equivalent to 3,679 yuan/ton and the warehouse spot equivalent to 3,821 yuan/ton - The Yangtze River Delta wholesale price was 3,570 yuan/ton yesterday, unchanged, with the factory - warehouse spot equivalent to 3,608 yuan/ton and the warehouse spot equivalent to 3,670 yuan/ton [1] Refinery Data - As of May 3, the refinery operating rate was 29.81%, up 2.10% from April 28 - As of May 3, the refinery inventory rate was 29.17%, down 0.42% from April 28 [1] Group 4: Market News - From April 30 to May 5, 2025, the capacity utilization rate of 77 domestic heavy - traffic asphalt enterprises was 27.0%, a 1.3% decrease from the previous period, mainly due to Jiangsu Xinhai switching to producing residual oil during the holiday and Henan Fengli having no production plan during the holiday [11] - As of May 5, 2025, the total inventory of 54 asphalt sample factory warehouses was 85.6 tons, a 0.7% decrease from April 28. The North China region had the largest de - stocking, mainly because local refineries had a low operating level and shipped goods under contracts [11] - As of May 5, 2025, the total inventory of 104 asphalt social warehouses was 197.3 tons, a 2.0% increase from April 28. The Yangtze River Delta region had obvious inventory accumulation, mainly due to good shipping and some cargoes arriving at ports and entering warehouses [11]