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液化石油气日报:地缘扰动持续,需求改善乏力-20250624
Hua Tai Qi Huo· 2025-06-24 05:13
液化石油气日报 | 2025-06-24 地缘扰动持续,需求改善乏力 市场分析 1、\t6月23日地区价格:山东市场,4800—4850;东北市场,4130—4310;华北市场,4570—4800;华东市场, 4530—4650;沿江市场,4780—4880;西北市场,4300—4400;华南市场,4700—4748。数据来源:卓创资讯 2、\t2025年7月下半月中国华东冷冻货到岸价格丙烷645美元/吨,涨2美元/吨,丁烷568美元/吨,涨2美元/吨,折合 人民币价格丙烷5092元/吨,涨17元/吨,丁烷4484元/吨,涨17元/吨。(数据来源:卓创资讯) 3、\t2025年7月下半月中国华南冷冻货到岸价格丙烷648美元/吨,涨2美元/吨,丁烷568美元/吨,涨2美元/吨,折合 人民币价格丙烷5116元/吨,涨17元/吨,丁烷4484元/吨,涨17元/吨。(数据来源:卓创资讯) 现货方面,多数区域价格稳中上涨,上游走货顺畅,下游积极入市。供应方面,海外供应维持充裕,但随伊以冲 突发酵,伊朗供应面临下行风险;国内炼厂检修结束,国内供应逐步回升,但短期到港压力有所缓和。需求方面, 燃烧需求疲软,PDH装置开工率 ...
石油沥青日报:成本端支撑仍存,基本面矛盾暂有限-20250624
Hua Tai Qi Huo· 2025-06-24 05:12
石油沥青日报 | 2025-06-24 成本端支撑仍存,基本面矛盾暂有限 市场分析 1、6月23日沥青期货下午盘收盘行情:主力BU2509合约下午收盘价3781元/吨,较昨日结算价上涨30元/吨,涨幅 0.8%;持仓311332手,环比上涨26819手,成交317501手,环比上涨64215手。 2、卓创资讯重交沥青现货结算价:东北,3980—4086元/吨;山东,3760—4030元/吨;华南,3650—3750元/吨; 华东,3680—3800元/吨。 昨日西北地区沥青现货价格暂时持稳,其余地区沥青现货价格均出现不同幅度上涨。在中东局势冲突的影响下, 油价维持偏强运行,沥青成本端支撑仍存。就沥青自身基本面而言,整体供需两弱格局延续,库存维持低位。更 具体来看,南方终端需求受到降雨天气抑制,但北方刚需支撑尚可,月底市场现货资源收紧,但下游对高价资源 采购仍相对谨慎。整体来看,目前沥青自身基本面驱动不足,盘面价格上涨主要受到原油端带动,情绪因素居多, 考虑到中东局势仍不明朗,市场或面临反复扰动。 策略 单边:震荡偏强,关注伊以冲突局势发展 跨期:无 跨品种:无 期现:无 期权:无 风险 原油价格大幅波动、宏观 ...
宝城期货资讯早班车-20250624
Bao Cheng Qi Huo· 2025-06-24 03:39
一、 宏观数据速览 投资咨询业务资格:证监许可【2011】1778 号 | 发布日期 | 指标日期 | 指标名称 | 单位 | 当期值 | 上期值 | 去年同期值 | | --- | --- | --- | --- | --- | --- | --- | | 20250416 | 2025/03 | GDP:不变价:当季同比 | % | 5.40 | 5.40 | 5.30 | | 20250531 | 2025/05 | 制造业 PMI | % | 49.50 | 49.00 | 49.50 | | 20250531 | 2025/05 | 非制造业 PMI:商务活 动 | % | 50.30 | 50.40 | 51.10 | | 20250613 | 2025/05 | 社会融资规模增量:当 月值 | 亿元 | | 22871.00 11591.00 | 20623.00 | | 20250613 | 2025/05 | M0(流通中的现金):同 | % | 12.10 | 12.00 | 11.70 | | | | 比 | | | | | | 20250613 | 2025/05 | M1(货币):同 ...
LPG:地缘溢价回落,盘面下跌风险扩大
Guo Tai Jun An Qi Huo· 2025-06-24 02:01
商 品 研 究 2025 年 6 月 24 日 LPG:地缘溢价回落,盘面下跌风险扩大 | | | 【基本面跟踪】 LPG 基本面数据 | | | 昨日收盘价 | 日涨幅 | 夜盘收盘价 | 夜盘涨幅 | | --- | --- | --- | --- | --- | --- | | | PG2508 | 4,512 | -0.62% | 4,445 | -1.48% | | 期货 | PG2509 | 4,432 | -0.47% | 4,366 | -1.49% | | | | 昨日成交 | 较前日变动 | 昨日持仓 | 较前日变动 | | | PG2508 | 103,560 | 19728 | 76,696 | 3072 | | | PG2509 | 27,802 | 7099 | 25,821 | 1329 | | | | 昨日价差 | | 前日价差 | | | 价差 | 广州国产气对08合约价差 | 238 | | 160 | | | | 广州进口气对08合约价差 | 288 | | 220 | | | | | 本周 | | 上周 | | | 产业链重要 | PDH开工率 | 66.2% | | ...
中金资深投资人离职创业,现要IPO了!
Sou Hu Cai Jing· 2025-06-24 01:19
Group 1: Weiwodun Petroleum Technology Co., Ltd. - Weiwodun is founded by an alumnus of Southwest Petroleum University and has initiated IPO counseling with ShenGang Securities, aiming for an IPO on the Beijing Stock Exchange [3] - Established in April 2006, Weiwodun is a national-level specialized and innovative "little giant" enterprise focusing on the R&D, production, and sales of oil and gas extraction reservoir modification agents and tools [4] - The company has experienced significant revenue fluctuations, with projected revenues of 146 million, 171 million, 166 million, and 225 million yuan from 2021 to 2024, and net profits declining for two consecutive years [4] Group 2: Aisida Aerospace Technology Co., Ltd. - Aisida Aerospace has completed IPO counseling with CITIC Securities, targeting an IPO on the Sci-Tech Innovation Board [6] - Founded in 2018, Aisida specializes in lightweight structures and functional products made from carbon fiber composite materials, primarily producing rocket fairings [6][7] - The company has supported multiple successful rocket launches, including significant missions for various commercial aerospace companies [7] Group 3: Xinnowei Pharmaceutical Technology Co., Ltd. - Xinnowei has submitted its IPO counseling materials, aiming for an A-share listing with Guotai Junan as the counseling institution [14] - Established in May 2017, Xinnowei focuses on innovative drug development in oncology, multi-drug resistant bacterial infections, and metabolic diseases, with 10 drug candidates in clinical research [14] - The company has raised over 2 billion yuan in funding since its inception, with significant investments from various venture capital firms [15] Group 4: Zhongke Innovation Technology Co., Ltd. - Zhongke Innovation has submitted its IPO counseling report to the Hubei Securities Regulatory Bureau, with Dongwu Securities as the counseling institution [16] - Founded in April 2003, the company specializes in non-destructive testing equipment and customized solutions, achieving revenue growth of 15% over two years [17] Group 5: Youbang Radiator (Changshu) Co., Ltd. - Youbang has completed IPO counseling with CITIC Securities, planning to list on the Beijing Stock Exchange [18] - Established in 1997, Youbang is a leading manufacturer of transformers and radiators, holding an 18.9% market share in China [19] - The company has shown consistent revenue growth, with projected revenues of 235 million, 277 million, and 315 million yuan from 2022 to 2024 [20] Group 6: Baimaike Medical Technology Co., Ltd. - Baimaike has submitted its IPO counseling materials to the Hainan Regulatory Bureau, with Changcheng Securities as the counseling institution [21] - The company specializes in surgical medical devices and peptide pharmaceutical equipment, with a focus on innovative product development [22] - Baimaike has achieved revenues of 90.67 million, 174 million, and 185 million yuan from 2022 to 2024, with a significant market presence in absorbable surgical sutures [23] Group 7: Ruiniu Co., Ltd. - Ruiniu has submitted its IPO counseling materials to the Jiangsu Regulatory Bureau, with Everbright Securities as the counseling institution [25] - Founded in 2006, Ruiniu is a leading manufacturer in the agricultural machinery belt industry, with significant clients including major agricultural machinery companies [26] - The company has reported revenues of 288 million, 308 million, 235 million, and 306 million yuan from 2021 to 2024, with a notable decline in performance in recent years [28]
沥青早报-20250624
Yong An Qi Huo· 2025-06-24 01:10
l永加安期货 沥青早报 华东标品基差 500 r 300 100 -10QV -300 -500 以上内容所依据的信息均来源于交易所、媒体及资讯公司等发布的公开资料或通过合法授权渠道向发布人取得的资讯,我们力求分析及建议内容的客观. 公正,研究方法专业审慎,分析结论合理,但我司对信息来源的准确性和完整性不作任何保证,也不保证所依据的信息和建议不会发生任何变化。我们提 供的全部分析及建议内容仅供参考,不构成对您的任何投资建议及入市依据,您应当自主做出期货交易决策,独立承担期货交易后果,凡据此入市者,我 司不承担任何责任。我司在为您提供服务时已最大程度避免与您产生利益冲突、未经我司授权,不得随意转载、复制、传播本网站中所有研究分析报告、 行情分析视频等全部或部分材料、内容。对可能跟互联网软硬件设备故障或失灵、或因不可抗力造成的全部或部分信息中断、延迟、遗漏、误导或造成资 料传输或储存上的错误、或遭第三人侵入系统篡改或伪造变造资料等,我司均不承担任何责任。 空宮标市 500 300 100 -100 -300 -500 2019 - 2022 - 2020 2019 -- 2022 - 2019 -- 2022 2 ...
全球视野看纯苯市场供需格局及贸易流向
Qi Huo Ri Bao Wang· 2025-06-24 01:03
A 全球市场发展现状 供应情况 全球纯苯产能增速呈现明显的先慢后快特征。2015—2019年,全球纯苯产能年均增速低于2%;而2020 —2024年,年均增速提升至5%,产能从6930万吨/年增长至8331万吨/年,增幅为20%。不过,进入2024 年,全球纯苯产能的增长势头已有所放缓。 分区域来看,北美、西欧地区的纯苯产能分别位列全球第二、第三,均超过千万吨,在全球总产能中的 占比均在12%左右。近年来,欧美地区的炼化企业受政策影响以及需求萎缩等因素制约,部分装置已逐 步被淘汰。全球纯苯产能主要集中在东北亚地区,截至2024年年底,东北亚地区纯苯产能约为4220万 吨/年,占全球总产能的50.7%,其中中国产能达到2573万吨/年。 从全球及中国纯苯产能的投放情况来看,近5年来,全球半数的新增产能来自中国,中国在全球纯苯供 应端的重要性逐年提升。2020—2024年,中国纯苯产能年复合增长率高达11%,远超全球4.8%的平均增 速。这主要得益于中国石油化工产业的战略调整,特别是在"降油增化"政策导向下,民营炼化一体化项 目大规模落地,以恒力石化、浙江石化、盛虹石化等为代表的民营炼化企业纷纷布局大型芳烃联合装 ...
长寿经开区打出环保“组合拳”
Zhong Guo Hua Gong Bao· 2025-06-23 15:13
专业治污 精准治污 系统治污 初夏的长寿经开区绿树成荫,厂区内生产繁忙而有序,环保设施高效运转,蓝天白云下尽显产城绿韵。 作为重庆市打造万亿级先进材料产业集群的重要载体,长寿经开区一直坚持专业治污、精准治污、系统 治污,打出生态环境保护"组合拳",实现经济效益、社会效益、生态效益共赢。如今,长寿经开区一般 工业固体废物综合利用率达99%,工业废水全部集中收集达标排放,长江长寿段水质稳定保持Ⅱ类;大 气环境预警体系稳定运行,预警次数较建成之初(2021年)下降80.8%,日均浓度下降52.6%。 坚持专业治污 以专家智力解治污难题 近期,长寿经开区生态环境局组织经开区生态环境领域专家开展了一系列专题活动,致力于打造园区、 企业、个人互学互鉴、互促互进的学习平台,各自取长补短,切实提升生态环境保护建设和管理水平。 长寿经开区与生态环境部应急所签订战略合作协议,借力国家队系统提升环境应急能力,开展整体环境 风险评估并形成环境应急能力提升方案,完成"一园一策一图"全国试点并通过实战演练检验。 此外,长寿经开区还引入第三方环保协助管理团队,累计开展建设项目事中帮扶240余家次,帮扶指导 企业高标准建设污染治理设施。园区 ...
海新能科大宗交易折价16.71% 机构席位扫货866万元助推股价涨停
Sou Hu Cai Jing· 2025-06-23 12:39
Group 1 - The stock of Haineng Technology (300072) closed at 3.71 yuan on June 23, 2025, with a daily increase of 20.06%, reaching a new high for the stage, and a trading volume of 6.02 billion yuan, with a turnover rate of 7.23% [1] - A large block trade occurred on the same day, with a transaction volume of 403,700 shares at a price of 3.09 yuan, representing a discount of 16.71% compared to the closing price, totaling 1.2474 million yuan [1] - Institutional investors net bought 8.6666 million yuan worth of Haineng Technology shares, ranking fourth in buying positions, while the Shenzhen Stock Connect saw a net purchase of 10.3053 million yuan, becoming the largest buying force [1] Group 2 - Market analysis suggests that the stock price fluctuation may be related to the company's recent industrial breakthroughs, including the launch of a 200,000 tons/year biodiesel isomerization project SAF (Sustainable Aviation Fuel) on June 20, marking it as the first local state-owned enterprise to obtain airworthiness certification from the Civil Aviation Administration [2] - The SAF market is experiencing a widening supply gap due to long capacity construction cycles and rapidly growing demand, with recent price increases for HVO/SAF [2] - The current dynamic price-to-earnings ratio of Haineng Technology is -43.67 times, with a total market value of 8.717 billion yuan and a price-to-book ratio of 1.47 times, indicating market divergence regarding its profit turnaround expectations and asset quality [2]
燃料油早报-20250623
Yong An Qi Huo· 2025-06-23 11:32
新 加 坡 燃 料 油 现 货 | 燃料油早报 | | --- | | | | | | | | 研究中心能化团队 2025/06/23 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 燃 料 油 | | | | | | | | | 日期 | 鹿特丹3.5% HSF | 鹿特丹0.5% VLS | 鹿特丹HSFO-Br | 鹿特丹10ppm G | 鹿特丹VLSFO-G | LGO-Brent M1 | 鹿特丹VLSFO-H | | | O掉期 M1 | FO掉期 M1 | ent M1 | asoil掉期 M1 | O M1 | | SFO M1 | | 2025/06/16 | 440.56 | 480.32 | -1.20 | 661.89 | -181.57 | 17.44 | 39.76 | | 2025/06/17 | 458.53 | 500.63 | -1.72 | 704.24 | -203.61 | 19.66 | 42.10 | | 2025/06/18 | 457.84 | 497.59 | -1.57 | 707.10 | ...