缓慢寻底 沥青月报 2025/12/05 徐绍祖 （能源化工组） 从业资格号：F03115061 交易咨询号：Z0022675 严梓桑 （联系人） 0755-23375123 yanzs@wkqh.cn 从业资格号：F03149203 CONTENTS 目录 01 月度评估及策略推荐 05 需求端 02 期现市场 06 相关指标 03 供应端 07 产业链结构图 04 库存 01 月度评估及策略推荐 行情回顾 图1：沥青主力合约近月走势（￥/吨） 2,600.0 2,800.0 3,000.0 3,200.0 3,400.0 3,600.0 3,800.0 4,000.0 2025/1/1 2025/1/8 2025/1/15 2025/1/22 2025/1/29 2025/2/5 2025/2/12 2025/2/19 2025/2/26 2025/3/5 2025/3/12 2025/3/19 2025/3/26 2025/4/2 2025/4/9 2025/4/16 2025/4/23 2025/4/30 2025/5/7 2025/5/14 2025/5/21 2025/5/28 2025/6/4 ...

Core Insights - The fourth China Jinjiang International Footwear Material Procurement Festival opened in Jinjiang, Fujian, attracting representatives from various countries to promote collaboration in the global footwear industry [1][3] - Jinjiang International Footwear Material City is the largest footwear material market globally, with a projected transaction volume of 49.5 billion RMB in 2024, and an export ratio of approximately 60.4% [1][3] Group 1 - The event aims to enhance global cooperation and supply chain synergy in the footwear industry, with participation from associations and buyers from Turkey, Bangladesh, and Nepal [1][3] - Turkey's footwear industry, ranked sixth globally, is looking to strengthen its presence in the sports shoe sector through partnerships with Jinjiang [3] - The newly launched overseas independent platform for Jinjiang International Footwear Material City features multilingual displays and smart services, facilitating direct access to global markets [3] Group 2 - The festival includes discussions on lean production, digital upgrades, and AI applications, fostering deeper engagement between overseas buyers and local merchants [3] - The signing of agreements between the Turkish Footwear Association and the Bangladesh Footwear Manufacturers Association enhances Jinjiang's service network in the Middle East and South Asia [3]

Core Viewpoint - Huizhou Shenglong Shoe Material Co., Ltd. has been established with a registered capital of 500,000 RMB, focusing on various manufacturing and sales activities related to synthetic materials, plastics, leather, rubber, and shoes [1] Company Summary - The company is engaged in the manufacturing and sales of synthetic materials, plastic products, leather products, and rubber products [1] - It also involves in the research and development of new material technologies [1] - The company has a broad operational scope including shoe manufacturing, wholesale and retail of shoes and hats, leather tanning processing, and import-export activities [1] Industry Summary - The establishment of the company indicates a growing interest in the shoe material and manufacturing sector within the region [1] - The diverse range of activities suggests potential for innovation and expansion in the synthetic materials and footwear industry [1]