【原油采购成本持续攀升 地炼开启防御性供应收缩】原油成本持续攀升,各油种普遍进入大幅升水区间,对地炼的订货积极性形成制约,原料供应趋紧。近期陆续有部分炼厂为节约原料开启防御性减产,基于当前原油供应偏紧的现状,若后续供应格局仍难以改善,预计自9月下旬起,山东地炼开工率将进入下行通道。
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