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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

一 |     周二，上期所沥青主力合约BU2610收涨1.24%，报4554元/吨。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。    (ECNS) -- China launched the reusable Zhuque-3 rocket on Wednesday morning, marking the country’s first land recovery of a rocket first stage.    The Zhuque-3 Y2 rocket lifted off at 7:35 a.m. (Beijing Time) from the Dongfeng commercial space innovation pilot zone in northwest China.    The land-based recovery of the rocket's first stage was completed as planned, and the flight mission was a complete success.    This mission followed the successful sea-based net recovery of the Long March-10B's first stage on July 10.    It represents China’s first controlled land recovery of a rocket first stage with deployable landing legs. It stands as a milestone in China’s reusable rocket technology development.    (By Intern Lin Qiaochu, Zhang Dongfang)                    。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。

二 | 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。

三 | 短期BU绝对价格跟随油价表...。

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Published on:00:30:02