炼厂盈利分化倒逼风控升级

期货日报网
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近期全球成品油市场上演极端行情,海外柴油、航空煤油裂解价差接连刷新历史纪录。不过,这份高景气红利并未均匀传导至国内炼化行业,国内炼厂呈现明显的“冰火两重天”格局。业内人士表示,高位裂解价差不会长期持续;一旦价差快速回落,部分炼厂将面临现货亏损风险,炼化企业的风险管理思路亟待从单纯“锁价格”转向“锁利润”。海外裂解价差走高采访中,期货日报记者了解到,裂解价差可以简单理解为炼厂把原油加工成成品油的毛利...

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