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【观点】光大期货:沥青受成本及原料供应支撑,短期偏强_我的网站

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一 |     周二,上期所沥青主力合约BU2610收涨1.24%,报4554元/吨。    (ECNS) -- Aidian Port in the Guangxi Zhuang Autonomous Region reopened Tuesday, resuming customs clearance services after flood damage forced a temporary suspension.    The port had closed following heavy flooding last Sunday. Once power was restored, the Aidian Entry Exit Border Inspection Station prepared for rapid clearance.        Wang Hongfei, head of Guangxi Ningming Jinming International Trade Development Co., Ltd., said the company worked with border inspection, customs and local commerce authorities to launch emergency clearance overnight Monday.    The operation cleared backlogged vehicles and helped traders avert nearly 200-million-yuan ($29.5 million) worth of cargo losses. Trucks departed from the zero kilometer point at the port Tuesday morning, signaling a return to normal operations.    (By Helen Mo & intern Xu Wenda)                    。本周地缘局势升温,海峡通行问题再次发酵,沥青受成本推涨、原料紧张及低库存三重助推,价格表现强势。

二 | 从9月地炼排产来看,排产基本环比持平,后续原料供应问题再度浮现。虽然总量难以出现紧缺,但市场更偏好性价比高的资源,现货资源重回紧张叙事;叠加旺季基建和养护项目施工窗口打开,沥青终端刚需采购及备货需求存在稳步修复提升预期,供需缺口存在扩大预期。短期BU绝对价格跟随油价表...。

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Published on:10:06:30


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