液化石油气日报 | 2026-01-09 现货持稳运行，市场驱动有限 市场分析 1、 1月8日地区价格：山东市场，4380-4460；东北市场，3890-4150；华北市场，4130-4420；华东市场，4300-4500； 沿江市场，4780-4950；西北市场，4200-4350；华南市场，4800-4950。（数据来源：卓创资讯） 2、 2026年2月上半月中国华东冷冻货到岸价格丙烷593美元/吨，跌3美元/吨，丁烷588美元/吨，跌3美元/吨，折合 人民币价格丙烷4582元/吨，跌26元/吨，丁烷4543元/吨，跌26元/吨。（数据来源：卓创资讯） 3、 2026年2月上半月中国华南冷冻货到岸价格丙烷586美元/吨，跌3美元/吨，丁烷581美元/吨，跌3美元/吨，折合 人民币价格丙烷4528元/吨，跌26元/吨，丁烷4489元/吨，跌26元/吨。（数据来源：卓创资讯） 昨日国内液化气现货价格整体持稳运行，山东民用气出现小幅下跌。此外，华东液化气市场昨日持稳为主，下游 采购积极性尚可，成交温和，当前需求有限，业者采购动力一般，市场观望情绪浓厚。整体来看，当前LPG市场 呈现"外强内弱"的格局，虽然近期海 ...

来源：中国金融信息网 新华财经北京1月8日电（郑大伟）截至2026年1月8日，中国能化现货估价指数报 786.31点，较前一工作日（1月7日，下 同）下跌2.36点，跌幅为0.3%，较基期（2024年7月2日）下跌213.69点，跌幅为21.37%。 其中，石油行业估价指数报749.29点，较前一工作日下跌5.26点，跌幅为0.7%。 天然气行业估价指数报842.89点，较前一工作日下跌2.93点，跌幅为0.35%。 化工行业估价指数报818.44点，较前一工作日上涨1.41点，涨幅为0.17%。 今日国内能化现货指数整体收跌，行业间走势仍有分化。国际原油收盘大跌，市场利空情绪加码，多数品类价格延续跌 势，业者多观望消化库存为主，整体补货情况一般。天然气行业受制于需求疲软，局部地区价格仍有下调。化工品消息 面利好延续，部分品种价格小幅探涨。 表：当期中国能化现货监测估价情况 （单位：元／吨，山东、上海、舟山保税船燃 单位：美元／吨） | 行业 | 品类 | 详情 | 当期价格 | 上期价格 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 石 ...

摘要：【图】2025年1-9月陕西省液化石油气产量统计分析 2025年1-9月液化石油气产量分析： 图表：陕西省液化石油气产量分月（当月值）统计 据国家统计局数据，在2025年的前9个月，陕西省规模以上工业企业液化石油气产量累计达到了78.4万 吨，与2024年同期的数据相比，增长了0.6%，增速较2024年同期低0.4个百分点，增速放缓，增速较同 期全国高2.6个百分点，约占同期全国规模以上企业液化石油气产量3974.8万吨的比重为2.0%。 图表：陕西省液化石油气产量分月（累计值）统计 2025年9月液化石油气产量分析： 单独看2025年9月份，陕西省规模以上工业企业液化石油气产量达到了4.3万吨，与2024年同期的数据相 比，9月份的产量下降了48.8%，增速较2024年同期低47.3个百分点，增速较同期全国低47.3个百分点， 约占同期全国规模以上企业液化石油气产量446.3万吨的比重为1.0%。 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 石油发展现状及前景预测 化工市场调研及发展趋势 日化行 ...

液化石油气日报 | 2026-01-07 民用气现货继续上涨，关注中东地缘局势 市场分析 1、\t1月6日地区价格：山东市场，4400-4460；东北市场，3960-4150；华北市场，4000-4420；华东市场，4300-4500； 沿江市场，4750-4950；西北市场，4200-4350；华南市场，4800-4950。（数据来源：卓创资讯） 2、\t2026年2月上半月中国华东冷冻货到岸价格丙烷596美元/吨，跌1美元/吨，丁烷591美元/吨，跌1美元/吨，折合 人民币价格丙烷4608元/吨，跌8元/吨，丁烷4569元/吨，跌8元/吨。（数据来源：卓创资讯） 3、\t2026年2月上半月中国华南冷冻货到岸价格丙烷589美元/吨，稳定，丁烷584美元/吨，稳定，折合人民币价格 丙烷4554元/吨，稳定，丁烷4515元/吨，稳定。（数据来源：卓创资讯） 昨日国内民用气现货价格普遍延续上涨态势，市场氛围尚可，但醚后碳四市场表现相对平淡。整体来看，当前LPG 市场呈现"外强内弱"的格局，虽然近期海外供应边际收紧，外盘价格走势相对坚挺，沙特1月CP价格大幅上调。但 内盘反应相对有限，尤其是醚后碳四与民用气价格的 ...

摘要：【图】2025年9月黑龙江省液化石油气产量数据 2025年1-9月液化石油气产量分析： 据国家统计局数据，在2025年的前9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122.4 万吨，与2024年同期的数据相比，增长了12.3%，增速较2024年同期低5.9个百分点，增速放缓，增速较 同期全国高14.3个百分点，约占同期全国规模以上企业液化石油气产量3974.8万吨的比重为3.1%。 图表：黑龙江省液化石油气产量分月（累计值）统计 2025年9月液化石油气产量分析： 单独看2025年9月份，黑龙江省规模以上工业企业液化石油气产量达到了14.8万吨，与2024年同期的数 据相比，9月份的产量增长了22.9%，增速较2024年同期高12.1个百分点，继续保持增长，增速较同期全 国高24.4个百分点，约占同期全国规模以上企业液化石油气产量446.3万吨的比重为3.3%。 图表：黑龙江省液化石油气产量分月（当月值）统计 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 石油的现状和发展趋势 化工行业 ...

Report Industry Investment Rating No relevant content provided. Core Viewpoints of the Report - The A-share market is strong, with the Shanghai Composite Index hitting a record-long winning streak, and the stock index futures can be considered for trend-following operations [9][13]. - The bond market is under pressure, and the strategy for treasury bond futures is to maintain a flattening yield curve [15]. - Steel is expected to maintain a sideways trend, and iron ore is recommended to be shorted on rallies [17][18]. - The prices of coking coal and coke may rise sideways in the short term, and attention should be paid to the disturbances from coal mine production and safety inspections [19]. - For ferroalloys, it is recommended to short on rallies in the medium term, paying attention to position management [21]. - For soda ash, it is advisable to wait and see; for glass, try to go long after the market sentiment stabilizes [22]. - The short-term price of lithium carbonate will be strong, but beware of significant fluctuations [24]. - For industrial silicon, pay attention to the opportunity to sell out-of-the-money call options on rallies; for polysilicon, hold the previous long positions and continue to look for opportunities to buy on dips [25][26]. - For cotton, operate by buying on dips and rolling; for sugar, trade short-term in the low range [28][30]. - The near-term contracts of eggs are expected to have limited upside space, while the far-term contracts are supported by strong expectations but also have limited upside [32][33]. - The apple futures may be strong, and the corn futures will be sideways to strong in the short term [34]. - The jujube market will maintain a sideways trend, and the short-term spot price of live pigs is likely to decline [36][38]. - The oil price will be sideways without new events, and the prices of fuel oil and plastics will follow the oil price [40][42][43]. - The rubber futures will be sideways, and it is advisable to go long on dips; the synthetic rubber may be strong in the short term, and it is advisable to wait and see if there are no positions [45][46]. - For methanol, consider a slightly long allocation for the far-term contracts; for caustic soda, maintain a long position [47][48]. - The asphalt price is expected to fluctuate more significantly, and pay attention to the price bottom after the winter storage game [49]. - The polyester industry chain prices will follow the cost, and consider the PX and PTA 5 - 9 inter - month positive spreads [51]. - The LPG price has support, but the upside space is limited; the pulp futures are advisable to wait and see; the urea market will be strong in the short term [52][53][55]. Summary by Relevant Catalogs Macro Information - On January 6, the Shanghai Composite Index rose 1.5% to 4083.67 points, achieving a 13 - day winning streak and hitting a new high in over 10 years [9]. - The 2026 International Consumer Electronics Show (CES 2026) kicked off on January 6. NVIDIA announced the full production of the new - generation AI chip platform Vera Rubin, and launched the world's first open - source VLA autonomous driving inference model Alpamayo [9]. - The People's Bank of China deployed key tasks for 2026, including using various monetary policy tools flexibly and efficiently, and strengthening financial market supervision [9]. - China decided to ban the export of all dual - use items to Japanese military users and military purposes [10]. - Four departments jointly issued a document to promote employees' cultural and sports consumption [10]. - Regulatory authorities surveyed some wealth management companies to address the bottlenecks for medium - and long - term funds to enter the market [10]. - As of January 5, over 280 Hong Kong - listed companies released their 2025 fiscal year performance forecasts. The performance of non - ferrous metal and innovative drug companies was generally good, while some traditional industries faced pressure [10]. - The China Securities Index Company announced index adjustments, which will take effect after the market closes on January 9 [11]. - More than a dozen small and medium - sized banks adjusted their deposit interest rates, showing a differentiated pattern [11]. - Boston Dynamics under Hyundai Motor plans to produce 30,000 Atlas humanoid robots annually in the US starting in 2028 [11]. - A US senior official said that Trump's team is discussing various options to acquire Greenland [11]. - A large number of US military planes flew to Europe recently, and Iran's armed forces are on high alert [12]. - The US Secret Service launched a large - scale recruitment campaign to prepare for major events in 2028 [12]. Stock Index Futures - The A - share market continued to rise with enlarged trading volume. The three major PMI indexes all rose to the expansion range, indicating an overall recovery of China's economic prosperity. It is recommended to consider trend - following operations [13][14]. Treasury Bond Futures - The capital market is balanced and slightly loose, and the stock index is strong, putting pressure on the bond market. The strategy is to flatten the yield curve [15]. Black Metals Steel and Iron Ore - Policy has little impact on steel production. The demand for building materials is weak, while the demand for coils is okay. The supply of steel mills is stable, and the inventory is high. The valuation of iron ore is reasonable, and the supply is strong while the demand is stable. Steel is expected to be sideways, and iron ore is recommended to be shorted on rallies [17][18]. Coking Coal and Coke - The prices of coking coal and coke may rise sideways in the short term. The supply of coking coal may shrink, and the potential negative feedback risk restricts the price increase. The inventory of upstream enterprises is increasing, and the downstream replenishment is slow [19][20]. Ferroalloys - The market is affected by emotions, and it is not recommended to chase the rise. It is advisable to short on rallies in the medium term, paying attention to position management [21]. Soda Ash and Glass - For soda ash, wait and see; for glass, try to go long after the market sentiment stabilizes. The supply of soda ash is at a high level, and new capacity may be put into production. The market expects cold - repair of glass production lines, and attention should be paid to the implementation of cold - repair [22]. Non - ferrous Metals and New Materials Lithium Carbonate - The short - term price will be strong, but beware of significant fluctuations. The fundamentals are slightly weak, but the mine disturbances reduce the复产 expectation, and the long - term demand is good [24]. Industrial Silicon and Polysilicon - For industrial silicon, pay attention to the opportunity to sell out - of - the - money call options on rallies. For polysilicon, hold the previous long positions and continue to look for opportunities to buy on dips. The supply and demand of industrial silicon are in a loose balance, and the supply and demand of polysilicon are stable, with the anti -内卷 policy dominating the market [25][26]. Agricultural Products Cotton - The short - term supply is loose, but the long - term supply is expected to shrink. It is advisable to buy on dips and roll. The international cotton price is affected by the planting area and export, and the domestic cotton price is affected by the pre - holiday replenishment and the decline in production before the Spring Festival [28][29]. Sugar - The domestic sugar market is in a season of strong supply and demand. It is recommended to trade short - term in the low range. The global sugar supply is in surplus, but some institutions have lowered the surplus forecast [30][31]. Eggs - The spot price of eggs is rising seasonally before the Spring Festival, but the supply - demand pattern is still loose. The upside space of the near - term contracts is limited, and the far - term contracts are supported by expectations but also have limited upside [32][33]. Apples - The futures price may be strong. The出库 of apples is slightly lower than last year, the sales in the sales area are weak, and attention should be paid to the price changes in the sales area [34]. Corn - The short - term futures price will be sideways to strong. The price is affected by the farmers' selling sentiment and policy - related grain auctions [34][35]. Jujubes - The market will maintain a sideways trend. The prices in the production and sales areas are stable, and attention should be paid to the sales in the peak consumption season [36][37]. Live Pigs - The spot price is expected to decline in the middle of January. The futures main contract is recommended to be shorted on rallies. The second - fattening entry is active, and the supply pressure before the Spring Festival is increasing [38]. Energy and Chemicals Crude Oil - The geopolitical trading is over, and the market focuses on fundamentals. The oil price is facing a serious supply surplus, and it will be sideways without new events. Attention should be paid to the situation in Iran [40]. Fuel Oil - The price follows the oil price. The supply is loose, and the demand is weak. The geopolitical situation in Iran affects the oil price, and the inventory is increasing [42]. Plastics - The supply pressure of polyolefins is large, and the demand is weak. The upstream is in heavy losses, which may support a small rebound. It is advisable to take a sideways view and beware of callback risks [43][44]. Rubber - The price will be sideways, and it is advisable to go long on dips. The raw material price in Thailand is rising, and the fundamentals have no obvious contradictions [45]. Synthetic Rubber - The price may be strong in the short term, and it is advisable to wait and see if there are no positions. The price is driven by cost and market sentiment, and attention should be paid to the downstream procurement sentiment [46]. Methanol - The fundamentals are improving in the medium - long term. The far - term contracts can be considered for a slightly long allocation. The supply may be affected by the situation in Iran, and attention should be paid to the port inventory [47]. Caustic Soda - Maintain a long position. The impact of fundamentals on the futures is weak, and the spot price in Shandong is stable or declining [48]. Asphalt - The price is expected to fluctuate more significantly, and attention should be paid to the price bottom after the winter storage game. The supply of raw materials is uncertain due to geopolitics [49][50]. Polyester Industry Chain - The prices follow the cost. Consider the PX and PTA 5 - 9 inter - month positive spreads. The supply and demand of PX and PTA are expected to weaken, and the market for ethylene glycol and short - fiber will be sideways [51]. Liquefied Petroleum Gas - The price has support, but the upside space is limited. The supply in the Middle East is tight, but the global supply is abundant. The demand in winter is strong, but the chemical end is under pressure [52]. Paper Pulp - It is advisable to wait and see. The spot trading is weak, the port inventory is increasing, and the valuation does not provide a good opportunity [53]. Logs - The fundamentals are slightly weak, and the price will be sideways. The domestic spot market is stable, and the port inventory is increasing [54]. Urea - The spot and futures markets are expected to be strong in the short term. The spot price is rising, and the futures price is also strong [55][56].

市场驱动有限，盘面震荡运行 2、2026年2月上半月中国华东冷冻货到岸价格丙烷597美元/吨，涨2美元/吨，丁烷592美元/吨，涨2美元/吨，折合 人民币价格丙烷4616元/吨，涨12元/吨，丁烷4577元/吨，涨12元/吨。（数据来源：卓创资讯） 3、\t2026年2月上半月中国华南冷冻货到岸价格丙烷589美元/吨，涨2美元/吨，丁烷584美元/吨，涨2美元/吨，折合 人民币价格丙烷4554元/吨，涨12元/吨，丁烷4515元/吨，涨11元/吨。（数据来源：卓创资讯） 昨日山东、华东、华南液化气现货价格出现上涨，市场氛围尚可。整体来看，当前LPG市场呈现"外强内弱"的格局， 虽然近期海外供应边际收紧，外盘价格走势相对坚挺，沙特1月CP价格大幅上调。但内盘反应相对有限，尤其是醚 后碳四与民用气价格的倒挂对PG盘面形成额外压制。此外，仓单与交割博弈给市场带来额外扰动。近期注册仓单 量则呈现增加迹象，反映交割资源相对充裕，盘面结构受到压制。往前看，我们认为LPG短期基本面多空因素交 织，中期海外供应增长趋势延续，全球平衡表依然是供过于求的预期，市场不具备持续性短缺的条件，上方阻力 依然存在。 策略 液化石油气日报 ...

来源：中国金融信息网 新华财经北京1月5日电（郑大伟）截至2026年1月5日，中国能化现货估价指数报784.33点，较前一工作日（12月31日，下 同）下跌1.38点，跌幅为0.18%，较基期（2024年7月2日）下跌215.67点，跌幅为21.57%。 其中，石油行业估价指数报753.88点，较前一工作日上涨0.24点，涨幅为0.03%。 天然气行业估价指数报845.82点，较前一工作日下跌20.71点，跌幅为2.39%。 今日国内能化现货估价指数整体微跌，行业间走势依旧有所分化。石油及化工行业微幅收涨，液化气局部地区价格领涨 能化行业。天然气则在供应与天气因素压制下，多数地区价格承压降价，液厂补跌促销情况普遍，现货成交节奏未见明 显变化，下游采购仍以刚需为主，市场观望情绪延续。 表：当期中国能化现货监测估价情况 （单位：元／吨，山东、上海、舟山保税船燃 单位：美元／吨） | 行业 | 品类 | 详情 | 当期价格 | 上期价格 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 石油 | 原油 | 山东港进口到岸价 | 3120 | 314 ...

摘要：【图】2025年8月中国液化石油气产量数据 2025年1-8月液化石油气产量分析： 据国家统计局数据，在2025年的前8个月，中国规模以上工业企业液化石油气产量累计达到了3527.7万 吨，与2024年同期的数据相比，下降了2.1%，增速较2024年同期低7.4个百分点。 图表：中国液化石油气产量分月（累计值）统计 2025年8月液化石油气产量分析： 单独看2025年8月份，中国规模以上工业企业液化石油气产量达到了449.5万吨，与2024年同期的数据相 比，8月份的产量下降了0.9%，增速较2024年同期低3.3个百分点。 图表：中国液化石油气产量分月（当月值）统计 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 石油行业现状与发展趋势 化工市场现状及前景分析 日化市场调研与发展前景润滑油发展现状及前景预测汽油市场调研及发展趋势 柴油行业监测及发展趋势橡胶未来发展趋势预测 塑料现状及发展前景 化妆品发展前景趋势分析清洁护肤的现状和发展趋势 ...

Core Insights - In August 2025, Jiangxi Province's liquefied petroleum gas (LPG) production reached 32,000 tons, marking a year-on-year increase of 10.0% and a growth rate that is 14.2 percentage points higher than the same period last year [1] - For the period from January to August 2025, the total LPG production in Jiangxi Province was 206,000 tons, reflecting a year-on-year decline of 15.5%, although the growth rate was 4.4 percentage points higher than the previous year [1] Monthly Production Data - August 2025 LPG production: 32,000 tons, with a year-on-year growth of 10.0% and a growth rate 14.2 percentage points higher than the previous year [1] - National comparison: Jiangxi's LPG production accounted for 0.7% of the national total of 4,495,000 tons, with a growth rate 10.9 percentage points higher than the national average [1] Cumulative Production Data - January to August 2025 LPG production: 206,000 tons, with a year-on-year decline of 15.5% and a growth rate 4.4 percentage points higher than the previous year [1] - National comparison: Jiangxi's cumulative LPG production represented 0.6% of the national total of 3,527,700 tons, with a growth rate 13.4 percentage points lower than the national average [1]