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国投期货能源日报-20251010
Guo Tou Qi Huo· 2025-10-10 11:44
| 能源日报 | 11/11/2 | > 国技期货 | | | --- | --- | --- | --- | | 2025年10月10日 | | 操作评级 | | | 高明宇 首席分析师 | 原油 | ★☆☆ | | | F0302201 Z0012038 | 燃料油 | ★☆☆ | | | 李海群 中级分析师 | 低硫燃料油 ★☆☆ | | | | F03107558 Z0021515 | 沥青 | ☆☆☆ | | | | 液化石油气 ★☆☆ | | | | 王盈敏 中级分析师 | | | | | F3066912 Z0016785 | | | | | 010-58747784 | | | gtaxinstitute@essence.com.cn | 【原油】 隔夜国际油价下跌,日内SC11合约跌1.45%。今日凌晨以色列内阁批准加沙第一阶段停火协议,持续2年的巴以 冲突获得重大突破,并为总体的中东地缘风险带来缓和契机。供需方面四季度及明年一季度盈余压力的边际放 大仍是市场交易主题,原油仍以偏空思踏对待,关注加沙停火协议的持续性及对俄乌局势的影响。 【燃料油&低硫燃料油】 巴以停火谈判取得突破性进展,地缘 ...
国投期货能源日报-20251009
Guo Tou Qi Huo· 2025-10-09 14:43
【原油】 十一假期前后国际油价总体回落,本周处于OPEC+最终未如预期般大幅增产后的反弹修复期,外盘原油日内延续 反弹,SC11合约节后首日补跌1.98%。EIA报告显示上周美国原油库存超预期增加371.5万桶,但近四周成品油表 需同比增1.7%相对强劲对油价构成支撑。尽管俄乌地缘犹动仍存,但供需宽松压力仍是后续市场的交易主题, 我们此前提出的SC高位空单与虚值看涨期权相结合的策略择机阶段性止盈。 【燃料油&低硫燃料油】 国庆假期期间外盘原油系品种整体表现偏弱,燃料油市场今日开盘亦跟随成本端跳空低开。其中高硫燃料油在 地缘风险的驱动下走势相对抗跌,俄罗斯炼厂频繁遭受无人机袭击,加之其炼厂季节性检修来临,或将共同制 约高硫供应。后续来看,燃料油整体仍将跟随原油运行,其中高硫将持续受到地缘端因素犹动,但中期在 OPEC+的持续增产下供应压力或逐步显现。低硫方面海外供应充足,西方套利货物持续流入,尼日利亚升格特炜 厂RFCC装置仍未恢复,低硫燃料油持续招标,船用燃料加注需求亦低迷,供需宽松压力难改。 【沥青】 最新库存显示厂库小幅累库,社会库下滑明显,整体商业库存较节前下降。全国10月排产计划同比增加35万 吨、环 ...
能源日报-20251009
Guo Tou Qi Huo· 2025-10-09 14:42
| Millio 国投期货 | | 能源日报 | | --- | --- | --- | | 操作评级 | | 2025年10月09日 | | 原油 | ☆☆☆ | 高明宇 首席分析师 | | 燃料油 | ななな | F0302201 Z0012038 | | 低硫燃料油 文文文 | | 李海群 中级分析师 | | 沥青 | ☆☆☆ | F03107558 Z0021515 | | 液化石油气 ★☆☆ | | | | | | 王盈敏 中级分析师 | | | | F3066912 Z0016785 | | | | 010-58747784 | | | | gtaxinstitute@essence.com.cn | 【原油】 不可作为投资依据,转载请注明出处 1 原油 十一假期前后国际油价总体回落,本周处于OPEC+最终未如预期般大幅增产后的反弹修复期,外盘原油日内延续 反弹,SC11合约节后首日补跌1.98%。EIA报告显示上周美国原油库存超预期增加371.5万桶,但近四周成品油表 需同比增1.7%相对强劲对油价构成支撑。尽管俄乌地缘犹动仍存,但供需宽松压力仍是后续市场的交易主题, 我们此前提出的SC高位空单 ...
四川省市场监督管理局发布2025年省级监督抽查不合格产品清单(第七次)
Zhong Guo Zhi Liang Xin Wen Wang· 2025-10-09 08:21
| | | 2025年省级监督抽查不合格产品清单(第七次) | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序 | 受检 企业 | | 标称 生产 | 标称生产企业 | | | | | 电 商 | | 号 | 所在 | 受检企业名称 | 企业 | 名称 | 产品名称 | 规格型号 | 生产日期/批号 | 不合格项目 | 平 | | 地 | | | 所在 | | | | | | 台 | | | | | 地 | | | | | | | | 1 | 达州 市 | 达州市通川区莯 熙书城 | 金华 市 | 义乌市小鱼儿 文化用品有限 | 学生文具 | 15cm | / | 可触及的塑料件中邻苯二甲酸酯增塑 剂的限量 | | | | | 资阳市长城物资 | | 公司 | | | | | | | 2 | 遂宁 | 有限责任公司遂 | 保定 | 保定蓝草文具 | 学生文具 | 产品规格:22*7*9cm 型 | / | 可触及的塑料件中邻苯二甲酸酯增塑 | | | 市 | | | 市 | 制造有限公司 | | 号 ...
多重利好支撑贵金属板块 沪金主力合约日间盘收涨逾4%
Sou Hu Cai Jing· 2025-10-09 07:44
国信证券研报称,短期来看,9月以来的上涨动能虽有所释放,但美联储宽松周期的延续、地缘政治风 险的常态化以及市场投资需求的持续流入,仍将推动金价维持高位震荡偏强的格局。长期而言,全球货 币信用体系重构、去美元化趋势、各国央行持续购金以及供需结构性失衡等因素构成了黄金上涨的核心 支撑,这一支撑体系在未来2-3年内难以发生根本性改变,因此黄金的长期上涨趋势仍将延续。 徽商期货研报认为,短期内美国政府"停摆"危机持续发酵,使得市场在判断经济走向以及美联储政策路 径时面临的难度显著增大,进而导致市场风险加剧,投资避险情绪高涨。除此之外,美国经济的不确定 性不断增加,这使得市场对美联储降息的预期有所升温,实际利率也趋于下行。鉴于宏观经济增长放 缓、货币政策宽松以及地缘局势等诸多因素的支撑,贵金属价格长期内维持偏多的思路。 上证报中国证券网讯(记者 严晓菲)10月9日日间盘,国内商品期货主力合约涨跌互现,其中沪金主力 合约强势领涨。 截至15:00收盘,沪金、国际铜、沪铜等涨超4%,豆油、沪镍、沪银等涨超2%,沪锌、沪铝、红枣等涨 超1%,铁矿石、棉纱、白糖等微涨。跌幅方面,生猪、液化石油气跌超5%,鸡蛋跌超4%,尿素跌超 ...
国内商品期货收盘 沪金涨逾4%
Zheng Quan Shi Bao Wang· 2025-10-09 07:26
人民财讯10月9日电,国内商品期货收盘,生猪、液化石油气跌逾5%,鸡蛋跌逾4%,尿素跌逾3%,烧 碱、甲醇跌逾2%;沪金、国际铜、沪铜、棕榈油涨逾4%,沪锡、沪镍、沪银涨逾2%。 (原标题:国内商品期货收盘 沪金涨逾4%) ...
国内商品期市早盘收盘涨跌互现 液化石油气跌超5%
Shang Hai Zheng Quan Bao· 2025-10-09 06:42
来源:上海证券报·中国证券网 跌幅方面,生猪、鸡蛋、液化石油气等跌超5%,尿素跌超3%,原油、PVC、甲醇、烧碱、多晶硅等跌 超2%,燃油、玻璃、硅铁、塑料、苯乙烯等跌超1%。 上证报中国证券网讯 据Choice数据,10月9日,国内商品期市早盘收盘主力合约涨跌互现,截至11:30, 沪金涨超4%,棕榈油、沪铜等涨超3%,沪锡、沪银、豆油等涨超2%,沪锌、沪铝、沪镍、橡胶等涨超 1%。 ...
中泰期货晨会纪要-20251009
Zhong Tai Qi Huo· 2025-10-09 01:23
Report Industry Investment Ratings No relevant information provided. Core Viewpoints of the Report - The report provides market analysis and trading strategies for various industries including macro finance, black commodities, non - ferrous metals and new materials, agricultural products, and energy chemicals. It suggests different trading approaches based on industry fundamentals, supply - demand relationships, and market trends [3][16][20]. Summary by Relevant Catalogs Macro Information - The US federal government "shut down" on October 1st due to a lack of funds, which impacts economic data release and brings uncertainty to global financial markets. The deadlock is centered on disagreements over healthcare subsidies. As of October 6th, the "shut down" continued [7]. - From October 1st to 6th, the average daily passenger volume in China increased by 5.18% year - on - year. The average full - fare of civil aviation decreased by 2.58% year - on - year, and the average bare - fare decreased by 0.03% year - on - year [8]. - In September, China's manufacturing PMI was 49.8%, up 0.4 percentage points month - on - month; non - manufacturing PMI was 50.0%, down 0.3 percentage points; the composite PMI output index was 50.6%, up 0.1 percentage points [8]. - On October 9th, the central bank will conduct a 110 billion yuan 3 - month (91 - day) outright reverse repurchase operation. In October, 80 billion yuan of 3 - month outright reverse repurchases will mature [9]. - The US will impose tariffs on imported softwood logs, lumber, cabinets, bathroom cabinets, upholstered wood products, and medium and heavy - duty trucks starting from October 14th and November 1st respectively [9]. - Fed officials showed a willingness to further cut interest rates in September but were cautious due to inflation concerns [14]. Macro Finance Stock Index Futures - Consider buying on dips and mainly adopt a shock - trading strategy. The A - share market was active before the holiday, and during the holiday, overseas related indexes showed small increases. Overall, the market may be in a shock state [16][17]. Treasury Bond Futures - Consider buying short - term bonds on dips and focus on the steepening strategy. The domestic bond market news was stable during the holiday. The market's expectations for aggregate policies may fluctuate, and further central bank easing may be needed [18][19]. Black Commodities Spiral Steel and Iron Ore - The black market is expected to maintain a medium - term shock trend. Policy expectations are neutral, downstream demand improvement is limited, and inventory and cost factors also affect the market [19][20]. Coking Coal and Coke - The prices of coking coal and coke may continue to fluctuate weakly in the short term, and attention should be paid to the demand of finished products during the "Golden September and Silver October" period [21]. Ferroalloys - After the holiday, focus on the settlement electricity price in Ningxia in September. The supply and demand of ferrosilicon and silicomanganese are in an oversupply state, and a high - selling short - bias strategy is recommended in the long - term [21]. Soda Ash and Glass - For soda ash, adopt a high - selling short - bias strategy; for glass, mainly adopt a wait - and - see approach. The market of soda ash lacks driving factors, and glass needs to pay attention to demand improvement and cost changes [23]. Non - ferrous Metals and New Materials Aluminum and Alumina - After the holiday, Shanghai aluminum may follow the rise of LME aluminum, but the increase may be limited. Alumina is expected to fluctuate weakly at the bottom, and short - selling on rallies can be considered [25]. Lithium Carbonate - Supported by strong short - term reality, lithium carbonate will mainly operate in a shock state. Pay attention to the demand rhythm after the holiday [26]. Industrial Silicon and Polysilicon - Industrial silicon will operate in a range, and short - term long - positions can be considered at the lower end of the range. Polysilicon will continue to operate in a shock state, and attention should be paid to policy and demand changes [27][29]. Agricultural Products Cotton - Adopt a short - selling on rallies strategy. The international cotton market was affected by the US government shutdown and supply pressure during the holiday, and the domestic cotton market is expected to be under supply pressure after the holiday [31][33]. Sugar - Domestically, the sugar market is fundamentally bearish, and a short - selling strategy is recommended in the medium - term. In the short - term, pay attention to the impact of typhoon weather on production [34][35]. Eggs - The spot price of eggs dropped significantly during the holiday. It is recommended to adopt a short - bias strategy for near - month contracts and pay attention to the spread trading of short - near and long - far contracts [36]. Apples - Adopt a wait - and - see approach. Pay attention to the impact of rainfall on apple quality during the National Day holiday and the price differences in different regions [38]. Corn - Adopt a wait - and - see approach for single - side trading and consider selling out - of - the - money call options for the 01 contract. The supply of new corn is increasing, and the price is under pressure [39]. Red Dates - Adopt a wait - and - see approach. Pay attention to the impact of weather on the quality and output of new dates and the progress of orchard contracting [41]. Pigs - Adopt a short - selling on rallies strategy for near - month contracts. The market is in a state of strong supply and weak demand after the double festivals [42][43]. Energy and Chemicals Crude Oil - The price of crude oil is expected to decline due to increased supply and decreased demand. It is recommended to hold existing short - positions [44]. Fuel Oil - The price of fuel oil will follow the trend of crude oil, with a supply - abundant and demand - weak pattern [44]. Plastics - Polyolefins are expected to fluctuate weakly due to supply pressure, and the market will return to fundamental logic in the short - term [47]. Rubber - The domestic rubber market may continue to fluctuate weakly, affected by macro factors, but the decline space is limited. Pay attention to raw material supply and inventory changes [48]. Methanol - The port inventory of methanol is large, but the inventory accumulation speed has slowed down. A weak - shock strategy is recommended, and pay attention to port de - stocking [49]. Caustic Soda - The futures price of caustic soda is expected to be under pressure before the improvement of fundamentals [49]. Asphalt - Asphalt will follow the trend of crude oil, and pay attention to the de - stocking speed in October [50][51]. Polyester Industry Chain - Polyester products are expected to be weak due to cost decline. Pay attention to device maintenance and terminal orders [52]. Liquefied Petroleum Gas (LPG) - LPG supply is abundant, and a long - term bearish strategy is recommended. The CP price may be affected by peak - season stocking in the short - term [53]. Offset Printing Paper - The market of offset printing paper is expected to operate in a shock state. A light - long or put - selling strategy can be considered near the production cost [54]. Pulp - The pulp market has some support. A long - position strategy can be considered on dips if the spot price stabilizes [55]. Urea - The price of urea is expected to be weak due to increased supply, postponed demand, and decreased cost [56]. Synthetic Rubber - Synthetic rubber is expected to fluctuate weakly, and pay attention to downstream procurement after the holiday [57].
【图】2025年1-6月黑龙江省液化石油气产量数据分析
Chan Ye Diao Yan Wang· 2025-10-06 08:15
摘要:【图】2025年1-6月黑龙江省液化石油气产量数据分析 2025年1-6月液化石油气产量分析: 单独看2025年6月份,黑龙江省规模以上工业企业液化石油气产量达到了11.2万吨,与2024年同期的数 据相比,6月份的产量下降了3.1%,增速较2024年同期低93.8个百分点,增速较同期全国高1.4个百分 点,约占同期全国规模以上企业液化石油气产量435.9万吨的比重为2.6%。 据国家统计局数据,在2025年的前6个月,黑龙江省规模以上工业企业液化石油气产量累计达到了74.8 万吨,与2024年同期的数据相比,增长了3.2%,增速较2024年同期低4.0个百分点,增速放缓,增速较 同期全国高5.8个百分点,约占同期全国规模以上企业液化石油气产量2625.9万吨的比重为2.8%。 图表:黑龙江省液化石油气产量分月(累计值)统计 2025年6月液化石油气产量分析: 图表:黑龙江省液化石油气产量分月(当月值)统计 石油化工行业最新动态 石油市场现状及前景分析 化工市场调研与发展前景 日化发展现状及前景预测润滑油市场调研及发展趋势 汽油行业监测及发展趋势 柴油未来发展趋势预测 橡胶现状及发展前景 塑料发展前景趋 ...
【图】2025年6月江苏省液化石油气产量数据
Chan Ye Diao Yan Wang· 2025-10-05 10:17
摘要:【图】2025年6月江苏省液化石油气产量数据 2025年1-6月液化石油气产量统计: 液化石油气产量:144.0 万吨 2025年6月液化石油气产量统计: 液化石油气产量:23.4 万吨 同比增长:32.0% 增速较上一年同期变化:高1.1个百分点 据统计,2025年6月江苏省规模以上工业企业液化石油气产量与上年同期相比增长了32.0%,达23.4万 吨,增速较上一年同期高1.1个百分点,继续保持快速增长,增速较同期全国高36.5个百分点,约占同期 全国规模以上企业液化石油气产量435.9万吨的比重为5.4%。 详见下图: 图1:江苏省液化石油气产量分月(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 石油未来发展趋势预测 化工现状及发展前景 日化发展前景趋势分析 润滑油的现状和发展趋势 汽油行业现状与发展趋势 柴油市场现状及前景分析 橡胶市场调研与发展前景 塑料发展现状及前景预测 化妆品市场调研及发展趋势清洁护肤行业监测及发展趋势 同比增长:64.1% 增速较上一年同期变化:高61. ...