Muna Mbudzi 2023, purofiti yekunatsa yakanga ichiri yakadzikira, uye zvimwe zvezvigadzirwa zvekunatsa zvaive zvakaoma, uye michina ichine kuvharika kwenguva pfupi kana kushanda kwakashata. Huwandu hwemafuta edzimotokari emumba hwakadzikira kubva pamwedzi wapfuura. Mumba refinery mafuta emafuta vhoriyamu muna Mbudzi yaive 960,400 matani, pasi 6.10% mwedzi-pa-mwedzi, kumusoro 18.02% gore-pagore. Huwandu hwemafuta emafuta emumba kubva munaNdira kusvika Mbudzi 2023 hwaive matani gumi nerimwe,040,500, kusvika 2,710,100 matani, kana 32.53%, zvichienzaniswa nenguva yakafanana gore rapfuura.

Huwandu hwemafuta emafuta muShandong hwaive matani 496,100, pasi ne22.52% kubva pamwedzi wapfuura. Mwedzi uno, huwandu hwemafuta emafuta mudunhu reShandong hwakadonha zvakanyanya kana zvichienzaniswa nemwedzi wapfuura. Kugadziriswa kwepurofiti yezvekuchenesa mumwedzi kwanga kuchiri kushoma, uye kumwe kuisirwa kwakaramba kuchidzikisira kugadzirwa nekudzikisira zvakaipa, zvichikonzera kudzikira kwakanyanya kwehuwandu hwemafuta emafuta mudunhu mumwedzi. Nezve slurry, Zhenghe, Huaxing, Xintai uye mamwe marefineries 'catalytic units akagadziridzwa, uye chiyero chekushandiswa kwehuwandu hwezvimwe zvigadziridzo zvakaramba zvakaderera, uye uwandu hwezvinhu zvemafuta slurry zvakaderera zvishoma kubva pamwedzi wapfuura; Panyaya yekusarira, Jincheng residuum yakaburitswa mumatanho, Aoxing neMingyuan zvikamu zvakatariswa kana kushanda pasi pemutoro wakaderera, uye zvimwe zvekunatsa zvakaremerwa nemhepo uye vacuum pressure. Panyaya yemafuta wakisi, mwedzi uno, Changyi uye zvimwe refineries kuderedza wakisi yokunze kuturika, Aoxing, Mingyuan uye mamwe midziyo kugadzirisa, mamwe madiki refineries akaderedzawo kugadzirwa zvakaipa, kunyange Lu Qingjiao wakisi yakaramba yakatsiga kubuda kunze, asi uwandu wakisi zvokunze. kuita kwakadonha zvishoma kana kuchienzaniswa nemwedzi wapfuura. Pakazere, huwandu hwemafuta emafuta mudunhu reShandong hwakadzikira kubva pachikamu chapfuura.

Huwandu hwemafuta emafuta muEast China hwaive 53,100 matani, kumusoro 64.91% kubva pamwedzi wapfuura. Mwedzi uno, kudiwa kuri kuwedzera kwemafuta eMarine mumusika weEast China kwakatungamira mukudyiwa kwemafuta akasara, uye kutumirwa kwemafuta akasara kwakawedzera, nepo huwandu hwemafuta slurry hwezvinhu hwaive hwakadzikama, uye huwandu hwese hwezvinhu muEast China hwakawedzera zvakanyanya. .

Huwandu hwemafuta emafuta muNortheast China hwaive matani zana nemakumi mapfumbamwe nemakumi mashanu nemazana mashanu, kusvika 16.07% kubva pamwedzi wapfuura. Mwedzi uno, yakaderera-sarufa yakasara oiri kuchamhembe kwakadziva kumabvazuva kweChina yakachengetedza firiji yakagadzikana yearbitrage nemamwe matunhu, uye kutengesa kunze kwenyika kwezvinonyanya kucheneswa Beili neYingkou coking zvinhu zvakawedzera zvakanyanya. Kune rimwe divi, iyo huru yekunatsa yekunatsa Haoyang wakisi yekudzikisa coking wakisi mumazuva gumi ekutanga evhoriyamu yakagadzikana, mushure mekunatsa catalytic unit yatanga kushanda muhafu yechipiri yegore, kuderedzwa kwewakisi kwakamisa kuburitswa kwekunze, sekuzara, Huwandu hwemafuta asara kuChamhembe kwakadziva kumabvazuva kweChina hwakakwira, huwandu hwemafuta ewakisi hwakadzikira zvishoma, uye huwandu hwese hwezvinhu huchiri kuratidza kukwira.

Huwandu hwemafuta emafuta muNorth China hwaive 143,000 matani, kumusoro 13.49% kubva pamwedzi wapfuura. Mwedzi uno, kubuda kwemafuta slurry muNorth China yekuchenesa kukuru kwakanyatso kugadzikana, kubuda kweoiri yakasara newakisi yakakwira, uye huwandu hwese hwezvinhu hwakakwira kubva pamwedzi wapfuura.

Huwandu hwemafuta emafuta muNorthwest China hwaive 18,700 matani, kumusoro 24.67% kubva pamwedzi wapfuura. MunaNovember, mutengo mukuru wekunatsa wakasara mumusika wekuchamhembe kwakadziva kumadokero wakaderedzwa nenzira-yakafanana, hwindo re arbitrage rakavhurwa, uye huwandu hwekutengesa kune dzimwe nyika hwakakwira kubva pamwedzi wapfuura.

Mafuta emafuta emafuta vhoriyamu kuMaodzanyemba kwakadziva kumadokero kweChina aive 53,000 matani, akakwira 32.50% kubva pamwedzi wapfuura. Mwedzi uno, maitiro eiyo yakaderera sarufa yakasara yeoiri mudunhu rekumabvazuva yakadonha yekutanga ichibva yadzikama, mutengo wekutaurirana weoiri yekumaodzanyemba kwakadziva kumadokero wakagadziriswa nemusika, iyo arbitrage range yakaramba yakagadzikana, kutumirwa kwaive kwakanaka, uye huwandu hwezvinhu hwakakwira mwedzi wapfuura. .

Analysis nechigadzirwa:

MunaNovember, huwandu hwemafuta emafuta emumba ezvigadzirwa zvakasiyana-siyana zvakaratidza kudzikira, uye mafuta ewakisi akadonha zvakanyanya. Muna Ndira, huwandu hwehuwandu hwemafuta ewakisi hwaive matani 235,100, pasi pe11.98% kubva pamwedzi wapfuura; Muna Mbudzi, huwandu hwemafuta ewakisi hwakaita 24% yehuwandu hwemafuta emafuta epamba, zvichidzika nezvikamu zviviri kubva muzana kubva pamwedzi wapfuura. Kudzikiswa kwemafuta ewakisi kwakanyanya kuShandong nekuchamhembe kwakadziva kumabvazuva kweChina.

Mwedzi uno, Changyi Petrochemical muPurovhinzi yeShandong yakamisa kuderedzwa kwewakisi, uye huwandu hweAoxing wakisi mafuta hwakaderedzwawo zvakanyanya, uye kuwanda kwewakisi mumusika kwakadzikira zvakanyanya. Muchikamu chechipiri chechipiri chechikamu chechipiri chekunatsa kunze kwenyika kuNortheast China, Haoye yakagadzirira kutanga, uye kuderedzwa kwewakisi kunoshandurwa kubva pakutengesa kunze kwenyika kuenda kukushandisa iwe pachako, uye huwandu hwemafuta ewakisi hwadzikira, uye huwandu hwemafuta ewakisi hwadzikira zvakanyanya mwedzi uno. Nhamba yezvigadzirwa zvemafuta akasara munaNovember yaiva 632,400 matani, pasi 4.18% kubva pamwedzi wapfuura; Oiri yasara inosvika 66% yehuwandu hwemafuta emafuta emumba, yakakwira nechikamu chimwe kubva pamwedzi wapfuura. Kusarudzika kwemhando yemafuta emhando yakawedzera, Shandong mafinefineri emuno ainyanya kutumirwa akakwira-sarufa yakasara oiri, mutengo wakaderera mumusika, homogenized kukwikwidza uye purofiti yekunatsa haina kunaka, mwedzi uno zvimwe zvinonatsa kana kuvhara, kana kuderedza kugadzirwa kudzikisa zvakaipa, vhoriyamu yemafuta asara muShandong yadzikira zvakanyanya, ukuwo kudiwa kwezviwanikwa zvepasi-sarufa kuNorthwest, Northeast, North China nedzimwe nzvimbo zvine musoro, huwandu hwemafuta asara hwawedzera kusvika pamadhigirii akasiyana. Zvakadaro, huwandu hwemafuta asara munyika hunoratidza kudzikira. MunaNovember, iyo mafuta slurry commodity volume yaiva 92,900 matani, pasi 6.10% kubva pamwedzi wapfuura; Oil slurry commodity volume yaisvika gumi kubva muzana yehuwandu hwemafuta emafuta emumba, zvichidzika nechikamu chimwe kubva pamwedzi wapfuura. MuShandong, yakakanganiswa nekuvharwa kwezvimwe zvinonatsa zveChina Chemical uye catalytic unit yeJincheng Petrochemical, huwandu hwezvinhu hwemafuta slurry hwakadonha zvakanyanya kubva mwedzi wapfuura, asi imwe yakaderera-sarufa mafuta slurry yakaburitswa kumusika kuNortheast China izvi. mwedzi, uye kuderera kwese kwemafuta slurry kwakaderedzwa zvishoma.

Future market forecast:

Muna Zvita, iyo yekunatsa isina kuchena mafuta ekugadzirisa quota yakaramba yakasimba, chiyero chekushanda hachizochinjika zvakanyanya kana chichienzaniswa naNovember, mafuta anotsvedza, mamwe mayuniti ekuchenesa anogadzirisa anoronga kutangazve kugadzira, mamwe ega ega ega ekuchenesa oiri slurry hurongwa hwekutumira kunze, mafuta. slurry commercial volume inogona kuva nekuwedzera kuduku; Oiri yakasara yakagadzikana kwekanguva pasi pesimba reyakajairwa uye vacuum yekumanikidza kutanga, huwandu hwekutengesa kunze hahuchinjike zvakanyanya, uye iyo huru yekunatsa muNortheast China haina hurongwa hwekutumira kunze panguva ino. Pakazere, huwandu hwemafuta emafuta emumba muna Zvita huchiri kudzikira zvishoma kana zvichienzaniswa nemwedzi uno, uyo unotarisirwa kunge uri pakati pe900,000 kusvika 950,000 matani.