Sezvo mafuta asina kuchena akavharwa nehusiku humwe, peturu yemumba nedhiziri yakavhurazve kukwira kutsva, masikati mune dzimwe nzvimbo, chikamu chikuru chepeturu nedhiziri chine maviri kana matatu akagadziridzwa kuti akwire, uye dhiziri rakatanga kuve ne shoma yekutengesa nzira. Munguva pfupi yapfuura, kudiwa kwepeturu kwakatsigirwa nekuwedzera kwenhamba dzenzendo dzezhizha nemafuta emhepo, asi dhiziri yakaramba ichinaya muNorth nekuMaodzanyemba, uye kudiwa kwacho hakuna kunyatsovandudzika.

Maererano neLongzhong data monitoring, kubva pamatafura maviri ari pamusoro, pakutanga kwaAugust gore rino, peturu yepamba uye dhiziri mitengo yakasimuka kubva pakutanga kwaJuly, peturu yakasimuka pakati pe45-367 yuan/ton, Shandong ine kuwedzera kuduku; Kuwedzera kwedhiziri munzvimbo dzakasiyana-siyana ndeye 713-946 yuan / toni, uye kuwedzera kwakakura munzvimbo dzose, uye kuwedzera kwedhiziri kwakakura kudarika peturu.

Mushure mekutenderera kwakawanda kwekusundira kumusoro, zvikonzero chaizvo ndezvinotevera:

1. Kukwira kwemitengo yemafuta asina kuchena munyika dzakawanda

Kubva kutanga kwaChikunguru kusvika kutanga kwaNyamavhuvhu, Saudi Arabia neRussia dzakaburitsa kumwe kuderedzwa kwekugadzirwa, uye huwandu hwepamusoro hwekushandiswa kwemafuta muUnited States neAsia tarisiro yehupfumi inotarisirwa kuve nani, uye kuderera kwekutengesa kwemafuta asina kuchena mune zvekutengesa. United States inotsigirwa nemashoko akanaka, uye mitengo yemafuta emafuta epasi rose yakakwira ichikwira. Kubva Nyamavhuvhu 3, Brent yakavhara pamadhora makumi masere neshanu / BBL, yakakwira $10.49 / BBL kana 14.05% kubva kutanga kwaChikunguru.

2.iyo peturu yemumba uye dhiziri kunze kwenyika purofiti yakakwira

Sekureva kweLongzhong data yekutarisa, kutora chiteshi cheSouth China semuenzaniso, kubva pakati-kusvika-kupera kwaChikumi gore rino, peturu yepamba nedhiziri kunze kwenyika arbitrage hwindo rakavhurwa rimwe pashure peimwe. Kubva muna Nyamavhuvhu 3, purofiti yeChina yekutengeswa kwepeturu kuSingapore yaive 183 yuan/ton, yakakwira 322.48% kubva pakati paChikumi; Diesel kunze purofiti yaive 708 yuan/ton, yakakwira 319.08% kubva pakati paChikumi.

Nekuwedzera kwepeturu uye dhiziri kunze kwenyika purofiti, musika unotarisirwa kuendesa kunze kunze kwenyika, uye mamwe mayuniti makuru muna Chikunguru kuvhura, kutanga kwaChikunguru, mamwe makuru muEast China 92# mitengo yepeturu 8380 yuan/ton. , kusvika Nyamavhuvhu 3, mutengo wakakwira kusvika ku8700 yuan/ton, kuwedzera kwe320 yuan/ton kana 3.82%; Mutengo wedhiziri kubva kunze kwenyika wakakwira kubva pa6,860 yuan/ton kusvika pa7,750 yuan/ton, kuwedzera kwe890 yuan/ton kana 12.97%. Sezvo mayuniti makuru akatanga kuunganidza dhiziri nedhiziri, vamwe vepakati vakateedzera, mutengo umwechete wepeturu nengarava dzedhiziri wakakwira, uye kunyangwe mutengo wemafuta asina kuchena wakadonha mune dzimwe nguva, asi mutengo wepeturu nedhiziri wakakwira panzvimbo. falling.

3, vashandisi vemusika vanoteerera kune ekunze quotas

Kusvika parizvino, Ministry of Commerce yeChina yakapa mabheji maviri emafuta akacheneswa kunze kwenyika gore rino, anosvika 27.99 miriyoni matani. Kubva muna Ndira kusvika Chikumi, huwandu hwekuwedzera kunze kwenyika hwezvigadzirwa zvemafuta akacheneswa muChina hwaive 20.3883 miriyoni matani. Kana zvigadzirwa zvemafuta akacheneswa kunze kwenyika pasi pekutariswa kwemhiri kwemakungwa zvakabviswa, iwo chaiwo ekunze vhoriyamu yaive 20.2729 miriyoni matani, iyo yekunze quota yekupedzisa chiyero yaive 72.43%, uye pakanga paine 7.717,100 matani ekutengesa kunze kwenyika. Zvinoenderana neruzivo rweLongzhong rwakadzidzwa kubva kumusika, huwandu hwakarongwa hwekutengesa kunze kwezvigadzirwa zveoiri zvakanatswa muChina muna Chikunguru naNyamavhuvhu 7.02 miriyoni matani, kana huwandu uhu huchigona kutengeswa kunze kwenyika, chikamu chekutengesa kunze kwezvinhu zveChina zvakanatswa zvigadzirwa muna Ndira naNyamavhuvhu i97.88%, uye quota yemabhechi maviri inonyanya kushandiswa kumusoro. Parizvino, peturu yemumba nedhiziri inotengeswa kunze kwenyika ine pundutso, chikamu chechitatu chekutengesa kunze kwenyika chinotarisirwa kupihwa pakati pemwedzi uno, usabvise mukana wemamwe masangano ekunze kuwedzera peturu nedhiziri kunze kwenyika.

4, simba rekuchengetedza mudzimba rakadzikiswa, uye kupihwa kwawedzera, asi kukanganisa kwekupa uye kudiwa pamusika kwakaderera.

Muna Nyamavhuvhu, China huru yekunatsa gadziriso chiyero yakaramba ichidzikira, maererano neLongzhong ruzivo nhamba, muna Nyamavhuvhu chete Daqing kunatsa uye kemikari uye Lanzhou Petrochemical maviri makuru ekunatsa kugadzirisa, zvinosanganisira kugadzirisa kugona kana 700,000 matani, isingasviki Chikunguru 1.4 miriyoni matani, kuderera kwe 66%. Zvinoenderana nefungidziro yedata, goho rose remafuta ezvekunatsa makuru muna Nyamavhuvhu rinotarisirwa kukwira kusvika 61.3%, kumusoro 0.75% kubva pamwedzi wapfuura. Chiyero chakaramba chichidzokera ku1.02. Kukohwa kwepeturu nejet fuel kwakawedzera kwemwedzi mishanu yakatevedzana, uye goho remafuta edhiziri rakadonha kwemwedzi mitatu yakatevedzana. Nokudaro, zvinotarisirwa kuti kubudiswa kwakarongwa kwemhepo, dhiziri uye marasha munzvimbo huru yekunatsa munaAugust ndeye 11.02 mamiriyoni matani, 11.27 mamiriyoni emamiriyoni uye 5.01 mamiriyoni ematoni, zvichienderana, iyo + 4.39%, -0.68% uye + 7.92%.

MunaAugust, simba rekuchengetedza refineries rakazvimiririra harina kuchinja zvakanyanya, uye rinotarisirwa kusanganisira mamiriyoni emamiriyoni e2.27 ekugadzirisa, kuwedzera kwe50,000 matani kubva munaJuly, kuwedzera kwe2.25%. Kunyanya nekuti magadzirirwo akagadziridzwa muna Chikunguru, akadai se Xintai Petrochemical, Yatong Petrochemical, Panjin Haoye uye zvimwe zvinonatsa, uye Lanqiao Petrochemical, Wudi Xinyue, Dalian Jinyuan, Xinhai Shihua, nezvimwewo zvichavhurwa mushure meimwe kutanga kwaNyamavhuvhu. kugona kweBaolai Petrochemical chirimwa chekugadzirisa muna Nyamavhuvhu. Pakati pese, kugadzirwa kwemafuta emumba kunotarisirwa kuwedzera muna Nyamavhuvhu, pakati payo, kugadzirwa kwepeturu kwakawedzera mwedzi nemwedzi, uye kugadzirwa kwedhiziri hakutarisirwe kuchinja zvakanyanya.

Pazere, mitengo yepeturu nedhiziri yemumba yakaramba ichikwira, kunyanya nekuda kwekukwira kwemitengo yemafuta asina kuchena, purofiti yakakwira kunze kwenyika, musika unotarisirwa kuwedzera huwandu hwekutengesa kunze kwenyika, uye "goridhe nepfumbamwe sirivheri gumi" iri kuuya, musika unofanirwa kuita mabasa ekutanga, uye mitengo yedhiziri yekutanga yakadzikira, uye kufarira kwekushanda kwemusika kwakakwira zvichienzaniswa nepeturu. Mitengo yezvitoro inotarisirwa kukwira svondo rinouya, uye nhau dzemafuta asina kuchena dzichiri tsigiro yakasimba, zvinotarisirwa kuti nechikamu chakapihwa kunze kwenyika, musika wepeturu nedhiziri ungaramba uchikwira.