1. Kev tsom xam

Raws li lub lim tiam no (20231133-29), lub peev xwm siv tau ntawm Tuam Tshoj asphalt refinery yog 36.8%, nqis 1.1 feem pua ​​​​ntawm lub lim tiam dhau los, thiab cov asphalt tso tawm txhua lub lim tiam yog 626,000 tons, nqis 2.19% ntawm lub lim tiam dhau los, feem ntau. vim qhov kev kaw tsis tu ncua ntawm Hebei Kaiyi, Jingbo Hainan, Jiangsu Xinhai thiab Yangzi Petrochemical, thiab kev txo qis me ntsis ntawm KPEC thiab Panjin Beili. Kev siv lub peev xwm txo qis.

Thib ob, kev tsom xam raws caij nyoog

Raws li Longzhong cov ntaub ntawv, asphalt ntau lawm yog nyob rau nruab nrab theem siab, tab sis kev siv tus nqi ntawm asphalt muaj peev xwm yog nyob rau hauv ib tug tsawg theem, thiab cov zis siab yog mas vim lub domestic asphalt ntau lawm muaj peev xwm tseem nce nyob rau hauv 2023, uas cov tshiab ntau lawm. muaj peev xwm tag nrho 7.6 lab tons / xyoo, nce ntawm 700,000 tons / xyoo lossis 9.2%, nrog rau kev tso tawm cov peev txheej tshiab, tag nrho asphalt ntau lawm hauv 2023 yog nyob rau nruab nrab siab. Thib ob, los ntawm kev sib piv ntawm kev tsim khoom txhua lub limtiam hauv lub quarter thib plaub, asphalt ntau lawm hauv 2022 yog nyob rau theem siab, feem ntau vim tias cov khoom lag luam refinery tau txais txiaj ntsig nyob rau hauv ib nrab xyoo 2022 tau txhim kho zoo, ua rau muaj kev nce hauv asphalt ntau lawm. Qhov tsis tshua muaj peev xwm ntawm kev siv asphalt feem ntau yog vim qhov tseeb tias ntawm ib sab, tag nrho cov kev lag luam xav tau xyoo no tsawg dua li qhov xav tau, thiab ntawm qhov tod tes, refinery ntau lawm profits tau nqaim heev, uas tau suppressed refinery kev txaus siab, ua rau muaj peev xwm siv tsawg dhau.

Thib peb, trend forecast

Nws cia siab tias lub peev xwm siv tau ntawm Tuam Tshoj asphalt refinery yuav nce 0.7 feem pua ​​​​cov ntsiab lus mus rau 37.5% lub lim tiam tom ntej, feem ntau yog vim muaj kev cuam tshuam rov qab los ntawm asphalt ntau lawm hauv East Tuam Tshoj Yangtze thiab Jiangsu Xinhai lub lim tiam tom ntej, thiab cov lag luam saum toj no yog nyob rau hauv Kev sib cuam tshuam ntau lawm thoob plaws hauv lub xyoo, tsav lub peev xwm siv tus nqi nce.