行情表现
| 7月9日 | 收盘价 | 当日涨跌幅 | 五日涨跌幅 |
|---|---|---|---|
| 沥青 | 3623.00元/吨 | 0.86% | 1.46% |
品种基本面
7月11日沥青社会库存录得131.20万吨，较上一交易日减少0.60万吨。
机构观点
国投期货：沥青走势受制于基本面转弱，关注原油方向变化
6月炼厂实际产量超出排产计划10万吨（+4.3%），6月下旬商业库存由去库转为累库，累库幅度2.4万吨，可见计划外增量成为打破沥青去库格局的关键变量。进入7月54家样本炼厂出货量环比小幅下滑，年初以来累计出货量同比增幅由上周8%下降至7%，多地持续高温叠加降雨天气增多，整体需求恢复预计较预期有所延缓。1-5月压路机销量同比大增，Q3是沥青需求恢复的关键观测窗口期。当前沥青单边走势以跟随原油方向为主，但基本面转弱限制BU上方空间。
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