Ha oli e tala e koalehile ka bosiu bo le bong, theko ea peterole le diesel ea malapeng e ile ea boela ea bula lebelo le lecha la ho phahama, thapama libakeng tse ling, setsi se seholo sa peterole le diesel se na le liphetoho tse peli kapa tse tharo ho nyoloha, 'me diesel e ile ea qala ho ba le leano le fokolang la thekiso. Haufinyane tjena, tlhoko ea peterole e tšehelitsoe ke keketseho ea palo ea maeto a lehlabula le oli e futhumatsang moea, empa diesel e 'nile ea tsoela pele ho laoloa ke pula ka leboea le Boroa,' me tlhokahalo ha ea ka ea ntlafala haholo.
Ho ea ka Longzhong data monitoring, ho tloha litafole tse peli tse ka holimo, qalong ea August selemong sena, theko ea peterole ea malapeng le ea disele e ile ea phahama ho tloha qalong ea July, peterole e ile ea phahama pakeng tsa 45-367 yuan / ton, Shandong e na le keketseho e nyenyane ka ho fetisisa; Keketseho ea diesel libakeng tse fapaneng ke 713-946 yuan/ton, mme keketseho e kholoanyane libakeng tsohle, mme keketseho ea diesel e kholo ho feta ea peterole.
Ka mor'a makhetlo a 'maloa a ho sutumelletsa holimo, mabaka a tobileng ke a latelang:
1. Ho phahama ha litheko tsa oli e tala linaheng tse ling
Ho tloha qalong ea Phupu ho isa qalong ea Phato, Saudi Arabia le Russia li ile tsa lokolla likhaello tse ling tsa tlhahiso, 'me tlhōrō ea tšebeliso ea mafura United States le litebello tsa moruo oa Asia li lebelletsoe ho ba betere, le ho theoha ha lihlahisoa tsa oli e sa jeoang khoebong. United States e tšehelitsoe ke litaba tse molemo, ’me litheko tsa oli e tala lefatšeng ka bophara li ’nile tsa phahama ho ea holimo. Ho tloha ka la 3 Phato, Brent e koetse ho $85.14 / BBL, ho nyoloha ka $10.49 / BBL kapa 14.05% ho tloha qalong ea Phupu.
2.phaello ea kantle ho naha ea peterole le disele e holimo
Ho latela tlhaiso-leseling ea Longzhong, ho nka mohlala oa boema-kepe ba China Boroa e le mohlala, ho tloha bohareng ho isa bofelong ba Phuptjane selemong sena, fensetere ea kantle ho naha ea peterole le disele e butsoe ka mor'a e 'ngoe. Ho tloha ka la 3 Phato, phaello ea thepa ea peterole ea China ho Singapore e ne e le 183 yuan/ton, ho nyoloha ka 322.48% ho tloha bohareng ba June; Phaello ea thomello ea disele e ne e le 708 yuan/ton, e nyolohile ka 319.08% ho tloha bohareng ba Phuptjane.
Ka keketseho ea phaello ea kantle ho naha ea peterole le disele, 'maraka o lebelletsoe ho romela kantle ho naha,' me tse ling tsa likarolo tsa mantlha ka Phupu li tla buloa, mathoasong a Phupu, tse ling tsa tse ka sehloohong ho la East China 92# litheko tsa peterole 8380 yuan/ton. , ho fihlela ka August 3, theko e nyolohetse ho 8700 yuan / tonne, keketseho ea 320 yuan / tonne kapa 3.82%; Theko ea diesel e tsoang kantle ho naha e nyolohile ho tloha ho 6,860 yuan/ton ho ea ho 7,750 yuan/ton, keketseho ea 890 yuan/ton kapa 12.97%. Ha lihlopha tse kholo li qala ho bokella mouoane le diesel, batho ba bang ba bohareng ba ile ba latela, theko ea theko e le 'ngoe ea likepe tsa peterole le diesel e ile ea phahama, esita le theko ea oli e tala e ile ea theoha ka linako tse ling, empa theko ea peterole le diesel e ile ea phahama sebakeng sa oela.
3, basebelisi ba limmaraka ba ela hloko li-quota tsa kantle ho naha
Ho fihlela joale, Lekala la Khoebo la China le fane ka lihlopha tse peli tsa litefiso tsa ho romela oli e hloekisitsoeng selemong sena, e leng kakaretso ea lithane tse limilione tse 27.99. Ho tloha ka Pherekhong ho isa Phuptjane, palo e kopaneng ea lihlahisoa tsa oli e hloekisitsoeng Chaena e ne e le lithane tse limilione tse 20.3883. Haeba lihlahisoa tsa oli e hloekisitsoeng tse tsoang kantle ho naha tse tlas'a taolo ea mose ho maoatle li ne li ka tlosoa, palo ea 'nete ea thomello e ne e le lithane tse limilione tse 20.2729, sekhahla sa ho phethela thepa ea kantle ho naha e ne e le 72.43%,' me ho ne ho e-na le lithane tse 7.717,100 tsa li-export quotas tse lokelang ho phethoa. Ho latela tlhaiso-leseling ea Longzhong e ithutoang 'marakeng, palo e reriloeng ea ho romelloa ha lihlahisoa tsa oli e hloekisitsoeng tsa China ka Phupu le Phato ke lithane tse limilione tse 7.02, haeba bongata bona bo ka romelloa kantle ho naha, karolo ea kantle ea lihlahisoa tsa oli e hloekisitsoeng ea China ka Pherekhong le Phato ke 97.88%, 'me palo ea lihlopha tse peli e sebelisoa e felile. Hajoale, peterole ea lehae le thomello ea disele e na le phaello, palo ea boraro ea litefiso tsa kantle ho naha e lebelletsoe ho ntšoa bohareng ba khoeli ena, ha e fane ka monyetla oa hore mekhatlo e meng ea kantle ho naha e kenye thepa ea peterole le disele.
4, matla a tlhokomelo ea lapeng a fokotsehile, 'me phepelo e se e phahame, empa phello ea phepelo le tlhoko 'marakeng e fokotsehile.
Ka Phato, palo e kholo ea tlhokomelo ea mochini oa China e ile ea tsoela pele ho theoha, ho ea ka lipalo-palo tsa tlhahisoleseling ea Longzhong, ka Phato feela ho hloekisa Daqing le lik'hemik'hale le Lanzhou Petrochemical tse peli tse ka sehloohong tsa ho hloekisa, tse kenyelletsang matla a ho lokisa kapa lithane tse 700,000, ka tlase ho lithane tse limilione tse 1,4 tsa July, ho fokotseha ha 66%. Ho ea ka likhakanyo tsa data, kakaretso ea lihlahisoa tsa oli ea lihlahisoa tse kholo ka Phato e lebelletsoe ho nyolohela ho 61.3%, ho nyoloha ka 0.75% ho tloha khoeling e fetileng. Karolelano e ile ea tsoela pele ho theohela ho 1.02. Kotulo ea peterole le mafura a jet e ile ea eketseha ka likhoeli tse hlano tse latellanang, 'me lihlahisoa tsa oli ea diesel li ile tsa theoha ka likhoeli tse tharo tse latellanang. Ka hona, ho lebeletsoe hore tlhahiso e reriloeng ea mouoane, disele le mashala sebakeng sa ho hloekisa se seholo ka August ke lithane tse limilione tse 11,02, lithane tse limilione tse 11,27 le lithane tse limilione tse 5.01, ka ho latellana, e leng + 4,39%, -0,68% le + 7,92%.
Ka August, matla a tlhokomelo ea li-refineries tse ikemetseng ha aa ka a fetoha haholo, 'me ho lebeletsoe ho kenyelletsa lithane tse limilione tse 2.27 tsa matla a tlhokomelo, keketseho ea lithane tse 50 000 ho tloha ka July, keketseho ea 2.25%. Haholo hobane lihloekisi tse ntlafalitsoeng ka Phupu, joalo ka Xintai Petrochemical, Yatong Petrochemical, Panjin Haoye le li-refineries tse ling, le Lanqiao Petrochemical, Wudi Xinyue, Dalian Jinyuan, Xinhai Shihua, joalo-joalo li tla buloa ka mor'a e 'ngoe mathoasong a Phato. matla a ntlafatso ea semela sa Baolai Petrochemical ka Phato. Ka kakaretso, tlhahiso ea oli e hloekisitsoeng malapeng e lebeletsoe hore e eketsehe ka August, eo har'a eona, tlhahiso ea peterole e eketsehileng khoeli le khoeli, 'me tlhahiso ea dizeli ha e lebeletsoe ho fetoha haholo.
Ka kakaretso, litheko tsa lehae tsa peterole le diesel li tsoetse pele ho nyoloha, haholo-holo ka lebaka la ho phahama ha litheko tsa oli e tala, phaello e phahameng ea kantle ho naha, 'maraka o lebelletsoe ho eketsa bongata ba thepa e tsoang kantle ho naha, mme "khauta e robong ea silevera e leshome" e ea tla. 'maraka o tlameha ho etsa mesebetsi ea thepa esale pele,' me litheko tsa pele tsa diesel li batla li le tlase, 'me cheseho ea ts'ebetso ea mmaraka e batla e phahame ha e bapisoa le peterole. Litheko tsa thekiso li lebelletsoe ho nyoloha bekeng e tlang, 'me litaba tsa oli e tala e ntse e le ts'ehetso e matla, ho lebelletsoe hore ka palo ea thepa e tsoang kantle ho naha, 'maraka oa peterole le diesel o ka tsoela pele ho nyoloha.
Nako ea poso: Aug-08-2023