据国家统计局数据，在2025年的前8个月，安徽省规模以上工业企业煤油产量累计达到了55.9万吨，与 2024年同期的数据相比，增长了31.9%，增速较2024年同期高28.6个百分点，继续保持增长，增速较同 期全国高28.5个百分点，约占同期全国规模以上企业煤油产量3931.5万吨的比重为1.4%。 摘要：【图】2025年1-8月安徽省煤油产量数据分析 图表：安徽省煤油产量分月（当月值）统计 图表：安徽省煤油产量分月（累计值）统计 2025年8月煤油产量分析： 2025年1-8月煤油产量分析： 单独看2025年8月份，安徽省规模以上工业企业煤油产量达到了7.5万吨，与2024年同期的数据相比，8 月份的产量增长了11.2%，增速较2024年同期高8.2个百分点，继续保持增长，增速较同期全国高0.5个 百分点，约占同期全国规模以上企业煤油产量555.6万吨的比重为1.3%。 石油化工行业最新动态 石油现状及发展前景 化工发展前景趋势分析 日化的现状和发展趋势 润滑油行业现状与发展趋势汽油市场现状及前景分析 柴油市场调研与发展前景 橡胶发展现状及前景预测 塑料市场调研及发展趋势 化妆品行业监测及发展趋势清洁护肤未 ...

作为锦州石化特色优势产品，高纯异丙醇凭借纯度高、质量稳定的优势，不仅在国内市场占据一席之 地，还发往国外市场开展批量测试。该产品可用于超纯净电子级异丙醇的生产，其产出品可适配芯片、 光伏等高端电子产品的清洗工序，为电子信息产业高质量发展提供可靠支撑，市场竞争力凸显 锦州石化营销团队锚定"国内深耕、海外拓展"的战略目标，以精准的客户挖掘和高效的全流程服务，推 动产品销量与市场份额实现跨越式增长。为推动高纯异丙醇产能稳步提升，锦州石化还聚焦生产全流程 管控，将务实措施精准落地，同时调动班组积极性释放产能、提升效率，生产与营销部门高效联动，规 范出厂全流程操作，严把质量最后一关。 中化新网讯 1月，锦州石化高纯异丙醇单月产销输出量首次突破千吨大关，创历史最高纪录。 ...

现货市场看，涨幅前五名的石化产品分别为异丁醛上涨4.12%、五水硫酸铜上涨4.00%、甲酸上涨 3.83%、三羟甲基丙烷上涨3.82%、焦炭上涨3.77%；跌幅前五名的石化产品分别为盐酸下跌11.63%、工 业级氢氧化锂下跌8.28%、电池级氢氧化锂下跌7.05%、工业级碳酸锂下跌6.29%、电池级碳酸锂下跌 6.21%。 资本市场看，涨幅前五名的上市化企分别为神剑股份上涨28.07%、坤彩科技上涨19.05%、海翔药业上 涨18.64%、富淼科技上涨17.94%、润贝航科上涨16.35%；跌幅前五名的上市化企分别为斯迪克下跌 16.68%、龙高股份下跌15.19%、氯碱化工下跌13.45%、科创新源下跌13.43%、国恩股份下跌12.97%。 中化新网讯 上周(2月2日至6日)，受国际金价大幅回调等影响，7个指数样本中仅化学制药指数上涨。 化工板块方面，化工原料指数累计下跌2.02%、化工机械指数累计下跌2.22%、化学制药指数累计上涨 0.64%、农药化肥指数累计下跌3.51%；石油板块方面，石油加工指数累计下跌1.52%、石油开采指数累 计下跌2.60%、石油贸易指数累计下跌1.33%。 上周，国际原油 ...

Summary of Key Points Core Viewpoint The Guangxi Hechi Market Supervision Administration conducted a quality supervision and inspection of 43 types of products in 2025, revealing a 13% non-compliance rate among the sampled products, indicating ongoing quality control challenges in the region's manufacturing and sales sectors [2]. Group 1: Inspection Overview - A total of 100 batches from 69 production and sales units were inspected, with 13 batches found to be non-compliant, resulting in a non-compliance rate of 13% [2]. - Among the inspected products, 21 batches from 21 production enterprises showed a non-compliance rate of 14.28%, while 79 batches from 48 sales units had a non-compliance rate of 12.66% [2]. Group 2: Handling Measures - The local market supervision authorities are implementing strict measures against non-compliant products, including confiscation and prohibition of further production and sales [3]. - Companies found with non-compliant products are required to rectify issues and undergo follow-up inspections, with additional scrutiny for those failing to comply in consecutive inspections [3]. - There is an emphasis on encouraging production and sales enterprises to fulfill their quality safety responsibilities and establish risk management systems [3]. Group 3: Product Categories and Compliance - The inspection covered various product categories, including liquefied petroleum gas, automotive fuels, fertilizers, and construction materials, with specific details on compliance rates for each category [4][5][6][7]. - The inspection results highlight the need for improved quality standards and adherence to regulations across multiple product types in the region [4][5][6][7].

1. Report Industry Investment Rating - No information provided in the report regarding the industry investment rating 2. Core Viewpoints of the Report - The fundamentals of the asphalt market are bearish. Supply pressure is high, demand recovery is weak, the cost support from crude oil is weakening, and the market is expected to fluctuate in a narrow range in the short - term. The asphalt 2604 contract is expected to oscillate between 3300 - 3368 [7][8][9] - There are both bullish and bearish factors in the market. The bullish factor is that the relatively high - level crude oil cost provides some support, while the bearish factors include insufficient demand for high - priced goods, overall downward demand, and strengthened expectations of an economic recession in Europe and the United States [11][12] 3. Summary According to the Directory 3.1 Daily Views - **Supply Side**: In February 2026, the domestic refinery asphalt production plan was 1.023 million tons, a month - on - month decrease of 3.30%. The sample capacity utilization rate of domestic petroleum asphalt was 26.1266%, a month - on - month decrease of 1.20 percentage points. The sample enterprise output was 436,000 tons, a month - on - month decrease of 4.38%. The estimated maintenance volume of sample enterprise equipment was 1.03 million tons, a month - on - month increase of 0.78%. Refineries have reduced production, and supply pressure is expected to decrease next week [7] - **Demand Side**: The operating rates of heavy - traffic asphalt, building asphalt, modified asphalt, road - modified asphalt, and waterproofing membrane are mostly lower than or close to historical averages, indicating that current demand is lower than historical averages [8] - **Cost Side**: The daily processing profit of asphalt was 88.21 yuan/ton, a month - on - month decrease of 1040.00%. The weekly delayed coking profit of Shandong refineries was 81.8643 yuan/ton, a month - on - month increase of 5.51%. The asphalt processing profit decreased, and the profit difference between asphalt and delayed coking increased. With the weakening of crude oil, the short - term support is expected to weaken [8] - **Other Aspects**: The main positions are net short with an increase in short positions. On February 9th, the Shandong spot price was 3210 yuan/ton, and the basis of the 04 contract was - 137 yuan/ton, with the spot at a discount to the futures. The social inventory increased by 5.16% month - on - month, the in - plant inventory decreased by 3.15% month - on - month, and the port diluted asphalt inventory increased by 20.24% month - on - month. The MA20 of the market is upward, and the price of the 04 contract closed above the MA20 [9] 3.2 Asphalt Market Overview - **Futures Closing Prices**: The closing prices of most asphalt futures contracts decreased, with the 04 contract closing at 3347 yuan/ton, a decrease of 54 yuan or 1.59% compared to the previous value [15] - **Basis**: The basis of most contracts changed, with the 04 contract basis at - 137 yuan/ton, a change of 24 yuan compared to the previous value [15] - **Some Inter - monthly Spreads**: The spreads of some contract combinations changed, such as the 3 - 6 spread changing from - 3 to - 6, a change rate of 100.00% [15] - **Weekly Data**: Weekly inventory, operating rate, output, and other data also showed corresponding changes, such as the social inventory increasing by 5.16% week - on - week, and the national heavy - traffic operating rate decreasing by 4.39% week - on - week [17] 3.3 Asphalt Futures Market - **Basis Trend**: The report presents the historical trends of the Shandong and East China asphalt basis from 2020 to 2026 [20][22] - **Spread Analysis**: - **Main Contract Spreads**: The report shows the historical trends of the 1 - 6 and 6 - 12 contract spreads from 2020 to 2026 [24][25] - **Asphalt - Crude Oil Price Trends**: The report shows the historical price trends of asphalt, Brent crude oil, and WTI crude oil from 2020 to 2026 [28] - **Crude Oil Crack Spreads**: The report presents the historical trends of asphalt - SC, asphalt - WTI, and asphalt - Brent crude oil crack spreads from 2020 to 2026 [30][31][32] - **Asphalt, Crude Oil, Fuel Oil Price Ratios**: The report shows the historical trends of the asphalt - SC price ratio and asphalt - fuel oil price ratio from 2020 to 2026 [34][35] 3.4 Asphalt Spot Market - **Market Prices in Different Regions**: The report shows the historical trends of the market prices of heavy - traffic asphalt in the East China and Shandong regions from 2020 to 2026 [37][38] 3.5 Asphalt Fundamental Analysis - **Profit Analysis**: - **Asphalt Profit**: The report shows the historical trends of asphalt profit from 2019 to 2026 [40][41] - **Coking - Asphalt Profit Spread**: The report shows the historical trends of the coking - asphalt profit spread from 2020 to 2026 [43][44][45] - **Supply Side**: - **Shipment Volume**: The report shows the historical trends of the weekly shipment volume of small - sample asphalt enterprises from 2020 to 2026 [46][47] - **Diluted Asphalt Port Inventory**: The report shows the historical trends of domestic diluted asphalt port inventory from 2021 to 2026 [49][50] - **Output**: The report shows the historical trends of weekly and monthly asphalt output from 2019 to 2026 [52][53] - **Maya Crude Oil Price and Venezuelan Crude Oil Production**: The report shows the historical trends of Maya crude oil price and Venezuelan crude oil monthly production from 2018 to 2026 [56][58] - **Refinery Asphalt Production**: The report shows the historical trends of refinery asphalt production from 2019 to 2026 [59][60] - **Operating Rate**: The report shows the historical trends of the weekly asphalt capacity utilization rate from 2023 to 2026 [62][63] - **Maintenance Loss Estimation**: The report shows the historical trends of maintenance loss estimation from 2018 to 2026 [65][66] - **Inventory**: - **Exchange Warehouse Receipts**: The report shows the historical trends of exchange warehouse receipts (total, social inventory, and in - plant inventory) from 2019 to 2026 [68][69][71] - **Social Inventory and In - Plant Inventory**: The report shows the historical trends of social inventory (70 sample enterprises) and in - plant inventory (54 sample enterprises) from 2022 to 2026 [72][73] - **In - Plant Inventory Ratio**: The report shows the historical trends of the in - plant inventory ratio from 2018 to 2026 [75][76] - **Import and Export Situation**: - **Export and Import Trends**: The report shows the historical trends of asphalt export and import from 2019 to 2025 [78][79] - **Korean Asphalt Import Spread**: The report shows the historical trends of the Korean asphalt import spread from 2020 to 2026 [82][83] - **Demand Side**: - **Petroleum Coke Output**: The report shows the historical trends of petroleum coke output from 2019 to 2025 [84][85] - **Apparent Consumption**: The report shows the historical trends of asphalt apparent consumption from 2019 to 2025 [87][88] - **Downstream Demand**: - **Infrastructure - Related Demand**: The report shows the historical trends of highway construction traffic fixed - asset investment, new local special bonds, and infrastructure investment completion year - on - year from 2019 to 2025 [90][91][92] - **Downstream Machinery Demand**: The report shows the historical trends of asphalt concrete paver sales, excavator monthly operating hours, domestic excavator sales, and roller sales from 2019 to 2025 [94][95][97] - **Asphalt Operating Rate**: - **Heavy - Traffic Asphalt Operating Rate**: The report shows the historical trends of heavy - traffic asphalt operating rate from 2019 to 2025 [99][100] - **Asphalt Operating Rate by Use**: The report shows the historical trends of building asphalt and modified asphalt operating rates from 2019 to 2025 [102][103] - **Downstream Operating Conditions**: The report shows the historical trends of the operating rates of shoe - material SBS - modified asphalt, shoe - material TPR, road - modified asphalt, and waterproofing membrane from 2021 to 2026 [105][106][107] - **Supply - Demand Balance Sheet**: The report shows the monthly supply - demand balance sheet of asphalt from 2024 to 2026, including monthly output, import volume, export volume, downstream demand, social inventory, in - plant inventory, and diluted asphalt port inventory [109][110]

| 安期货 | | --- | | GAN FUTURES | 燃料油早报 | 国 内 F U | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 日期 | FU 01 | FU 05 | FU 09 | FU 01-05 | FU 05-09 | FU 09-01 | | 2026/02/03 | 2572 | 2693 | 2623 | -121 | 70 | 51 | | 2026/02/04 | 2621 | 2779 | 2692 | -158 | 87 | 71 | | 2026/02/05 | 2626 | 2804 | 2710 | -178 | 94 | 84 | | 2026/02/06 | 2640 | 2831 | 2739 | -191 | 92 | 99 | | 2026/02/09 | 2621 | 2794 | 2701 | -173 | 93 | 80 | | 变化 | -19 | -37 | -38 | 18 | 1 | -19 | 国 内 L U | 日期 | LU 01 | LU 05 | LU 09 ...

示 沥青早报 | | | | | | | | MIAD L'O HOLOGIA FARV | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 指标 | 1/9 | 2/3 | 2/5 | 2/6 | 2/9 | 日度变化 | 間 | | | 山东基差(+80)(非京博) 华东基差(镇江库) | -11 -21 | -19 -9 | 11 11 | -66 -56 | -3254 -3334 | -3188 -3278 | 儿 .!. | | 基差&月差 | 华南基差(佛山库) | -21 | -59 | -39 | -86 | -3334 | -3248 | - | | | 03-06 | 3 | 5 | -3 | -3 | -6 | -3 | | | | 04-06 | 0 | 8 | 10 | 12 | 7 | -5 | | | | 06-09 | 18 | 19 | 22 | ટર | 32 | 7 | | | | BU主力合约 | 3171 | 3309 | 3339 | 3386 | 3334 | -52 | | | | 成 ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - The overall market sentiment is affected by various factors such as policy announcements, geopolitical situations, and seasonal trends. Different sectors show different trends and investment opportunities, and investors need to pay attention to market changes and adjust strategies accordingly. [18][20][110] 3. Summary by Relevant Catalogs Financial Derivatives - **Stock Index Futures**: The index shows a bullish arrangement, and the market sentiment is optimistic. However, the trading volume has decreased, and the market may fluctuate in the future, but the upward trend remains unchanged. The recommended trading strategies include going long on a single - side, conducting IM/IC 2609 long + ETF short arbitrage, and using bullish spreads for options. [19][20] - **Treasury Bond Futures**: The bond market continues to strengthen, but the profit - taking behavior increases. The short - term yield may provide a short - selling opportunity, and the long - term yield may be cautious. The recommended strategies are to take profits on the long position of TL at high prices and pay attention to the potential strengthening of the T - contract inter - period spread. [22][23] Agricultural Products - **Protein Meal**: The supply pressure is large, and the international supply is relatively loose. The domestic market is also well - supplied, and it is expected to oscillate. The recommended strategy is to wait and see in the short term. [25][26] - **Sugar**: The international sugar price is rising, and the domestic price is expected to remain high. The international sugar price may oscillate at the bottom, and the domestic Zhengzhou sugar contract is also expected to oscillate at the bottom. The recommended strategies include waiting and seeing for arbitrage and options. [28][33] - **Oils and Fats**: The oils and fats market maintains a wide - range oscillation. It is recommended to go short lightly at high prices or wait for a callback to go long. The y59 spread can be considered for reverse arbitrage at high prices. [36][37] - **Corn/Corn Starch**: The spot price in the production area is stable, and the futures price oscillates at a high level. The recommended strategies include a bullish view on the outer - market 03 corn after stabilization, short - selling the 03 corn lightly at high prices, and expanding the spread between 05 corn and starch at low prices. [40][41] - **Pigs**: The supply pressure has improved, and the spot price oscillates. It is recommended to wait and see for single - side trading and arbitrage, and sell wide - straddle options. [42][43] - **Peanuts**: The spot price is stable, and the futures price oscillates in a narrow range. It is recommended to short - sell the 03 peanuts lightly at high prices, wait and see for arbitrage, and sell pk603 - C - 8200 options. [45][47] - **Eggs**: As the pre - holiday stocking is coming to an end, the egg price has declined. It is recommended to short the June contract on a single - side, wait and see for arbitrage and options. [48][49] - **Apples**: The pre - holiday sales are good, and the price is firm. It is recommended to go long on the May contract at low prices, short the October contract at high prices, and conduct long - May and short - October arbitrage. [52][54] - **Cotton - Cotton Yarn**: The fundamentals change little, and the cotton price is supported. It is expected that the US cotton will oscillate weakly in the short term, and the Zhengzhou cotton will oscillate within a range. It is recommended to hold a light position during the Spring Festival. [56] Black Metals - **Steel**: The demand continues to decline, and the steel price oscillates. It is recommended to follow the market sentiment and oscillate weakly on a single - side, short the coil - coal ratio at high prices, and hold the short - coil - long - rebar spread. [59][60] - **Coking Coal and Coke**: The coal mines are on holiday, and the spot trading is cold. The market is expected to oscillate widely, and it is recommended to trade in bands or wait and see. [61][63] - **Iron Ore**: The fundamentals continue to weaken, and the ore price runs weakly. It is recommended to run weakly on a single - side and wait and see for arbitrage and options. [64][66] - **Ferroalloys**: As the long holiday approaches, it is recommended to take partial profits on the long positions at high prices, wait and see for arbitrage, and sell out - of - the - money put options. [67][68] Non - ferrous Metals - **Gold and Silver**: The market sentiment stabilizes, and gold and silver recover. It is recommended that conservative investors wait and see and hold an empty position during the holiday, while aggressive investors can hold long positions on Shanghai gold and silver with appropriate positions. [71][72] - **Platinum and Palladium**: The regional disputes are complex, and the precious metals oscillate widely. It is recommended to be cautiously bullish on platinum and palladium, buy at low prices, and conduct long - platinum and short - palladium arbitrage. [75][76] - **Copper**: As the Spring Festival approaches, it is recommended to operate cautiously. The copper price rebounds after the panic subsides. [77][78] - **Alumina**: The expected marginal change in production capacity causes the price to fluctuate more. It is recommended to oscillate strongly in the short term and participate cautiously. [80][82] - **Electrolytic Aluminum**: The risk preference is repaired, and the medium - term expectation remains unchanged. It is recommended to oscillate and rebound on a single - side and wait and see for arbitrage and options. [83] - **Cast Aluminum Alloy**: It mainly follows the outer - market aluminum price. It is recommended to oscillate strongly on a single - side and wait and see for arbitrage and options. [87] - **Zinc**: It is recommended to wait and see. The zinc market is affected by the holiday, and both supply and demand decrease. [88][89] - **Lead**: It oscillates within a range. It is recommended to wait and see due to the weak supply and demand during the holiday. [92][93] - **Nickel**: Although the pre - holiday market cools down, the bottom is rising. It is recommended to watch more and move less before the holiday and go long lightly after the price stabilizes. [94][96] - **Stainless Steel**: It is supported by cost and follows the nickel price. It is recommended to watch more and move less before the holiday and go long at low prices after stabilization. [98][99] - **Industrial Silicon**: The technical side is weak, but the valuation is low. It is recommended to wait for the market to stabilize. [100] - **Polysilicon**: The industry self - discipline and price - supporting expectations rise again. It is recommended to watch more and do less and wait for a good safety margin. [101][103] - **Lithium Carbonate**: Under the strong regulatory environment, funds continue to flow out before the holiday. It is recommended to reduce the exposure before the holiday. [104] - **Tin**: The tin price may oscillate strongly. It is recommended to control the position before the holiday. [107][108] Shipping - **Container Shipping**: Pay attention to the implementation of price increases and the geopolitical situation in Iran. The market oscillates, and it is recommended to wait and see before the holiday and conduct 6 - 10 positive arbitrage at low prices. [110][111] Energy and Chemicals - **Crude Oil**: The risk premium rebounds, and the international oil price is expected to oscillate widely. It is recommended to oscillate widely on a single - side and wait and see for arbitrage and options. [113][114] - **Asphalt**: The spot prices in various regions are basically stable. It is recommended to oscillate at a high level and go long on the BU2606 contract at low prices. [115][118] - **Fuel Oil**: The high - sulfur spot trading slows down, and the geopolitical drive continues. It is recommended to oscillate strongly and pay attention to geopolitical fluctuations, take profits on the FU59 positive arbitrage at high prices, and pay attention to the LU near - month reverse arbitrage. [120][122] - **LPG**: The domestic fundamentals are weak. It is recommended to oscillate on a single - side and wait and see for arbitrage and options. [124][125] - **Natural Gas**: The risk sentiment on both the supply and demand sides eases to a certain extent. It is recommended to hold short positions on the TTF and JKM third - quarter contracts and the HH second - quarter contract. [128][130] - **PX & PTA**: The polyester production reduction is gradually realized, and the weaving sales gradually stop. It is recommended to oscillate and sort out on a single - side and wait and see for arbitrage and options. [133][134] - **BZ & EB**: The supply returns, and the basis declines. The fundamentals weaken. [135][137] - **Ethylene Glycol**: The inventory accumulation pressure is obvious. It is recommended to oscillate weakly on a single - side and wait and see for arbitrage and options. [139][140] - **Short - fiber**: The short - fiber factories reduce production as planned. It is recommended to oscillate and sort out on a single - side and wait and see for arbitrage and options. [142][143] - **Bottle - grade PET**: The production decreases, and the supply is reduced. It is recommended to oscillate and sort out on a single - side and wait and see for arbitrage and options. [144][146] - **Propylene**: The supply and demand support is acceptable. It is recommended to oscillate and sort out on a single - side and wait and see for arbitrage and options. [148][149] - **Plastic PP**: The growth rate of PP apparent consumption slows down. It is recommended to hold long positions on the L 2605 contract and set a stop - loss at 6710 points, and wait and see for the PP 2605 contract and pay attention to the support at 6600 points. [150][151] - **Caustic Soda**: The caustic soda price strengthens. It is recommended to oscillate on a single - side. [153][154] - **PVC**: It mainly oscillates. It is recommended to go long at low prices and wait and see for arbitrage and options. [155][157] - **Soda Ash**: The price weakens. It is recommended to short at high prices before the holiday, conduct short - glass and long - soda - ash arbitrage, and sell call options. [158][160] - **Glass**: The price oscillates. It is recommended to short at high prices before the holiday, conduct short - glass and long - soda - ash arbitrage, and sell call options. [161][162] - **Methanol**: It oscillates widely. It is recommended to go long at low prices, pay attention to the 59 positive arbitrage, and sell put options on a callback. [163][164] - **Urea**: It runs strongly. It is recommended to operate cautiously on the futures. [166][167] - **Pulp**: The pulp price oscillates weakly. It is recommended to operate within a range and for aggressive investors to lay out a small number of long positions based on the previous low. [169][172] - **Offset Printing Paper**: As the Spring Festival approaches, it is in the off - season, and the market is weak. It is recommended to short at high prices and sell OP2604 - C - 4200 options. [173][174] - **Logs**: The supply and demand are both weak, and the market is dull. It is recommended to wait and see and take profits on the 3 - 5 reverse arbitrage. [176][178] - **Natural Rubber and 20 - grade Rubber**: The semi - steel tire inventory is significantly reduced. It is recommended to try to go long on the RU 05 contract lightly and set a stop - loss at 16020 points, and wait and see for the NR 04 contract. [179][181] - **Butadiene Rubber**: The semi - steel tire inventory is significantly reduced. It is recommended to try to go long on the BR 04 contract lightly and set a stop - loss at 12585 points. [182][184]

责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 香港联交所最新资料显示，2月3日，FMR LLC增持中国石油化工股份（00386）2164.6万股，每股作价 5.2836港元，总金额约为1.14亿港元。增持后最新持股数目约为11.95亿股，最新持股比例为5.02%。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 香港联交所最新资料显示，2月3日，FMR LLC增持中国石油化工股份（00386）2164.6万股，每股作价 5.2836港元，总金额约为1.14亿港元。增持后最新持股数目约为11.95亿股，最新持股比例为5.02%。 ...

数据来源:东方财富期货 app、 海通期货研究所 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 来源：能源研发中心 日报观点 【1】期货盘面：BU 2603主力合约近几天宽幅震荡。收盘价3334，较昨日收盘价跌幅0.98%，盘中最高 触及3378，最低3322。06远月合约跌幅0.71%。 【2】现货基本面：供应端：截止至2月6日当周，国内炼厂产量43.6万吨，环比下跌4%。需求端：大样 本企业销售量33.38万吨，环比下跌2%。库存端：社库+厂库累计76万吨，环比持平。利润端：不扣除 消费税抵扣的话，生产毛利有将近-33元/吨，环比上周近34元/吨回落。 【3】短期展望：接近国内春节过年，现货市场波动不大，相对平稳，高低端价格维持坚挺。盘面价格 主要还是受地缘变化和市场风险偏好影响。美伊局仍在喊话僵化中，伊朗表示绝不接受零浓缩铀；俄乌 双方在本周内并未有任何停火的措施，且仍然保持高强度的互相进攻。短期地缘因素影响成本端，成为 沥青盘面走势的重要扰动项。地缘演绎下能源类品种依旧面临较大波动，谨慎控仓，持续关注地缘演 绎。 主力 K 线图 沥青主力合约 K 线图 图1 基本面数据 = 沥青主 ...