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《大行报告》美银证券:内地原油加工量创新高 指天然气供应商正全速增产
阿思达克 11-17 11:25
美银证券发表中国石油行业报告,内地大型天然气生产商正全速增产以应付冬季供暖、工业自今年10月复苏所带动的需求,据国家统计局数据,10月天然气产量继续激增至16.3bcm(十亿立方米),按年及按月各增长12%及11.7%,中国主要天然气生产商正在提高内地产量,以应对寒冷的冬季临近以及工业消耗在2020年10月继续回升的情况下快速增长的需求。

至於原油产出方面,该行指中国今年10月原油加工量创历史新高,中国生产原油(每日386万桶)按年增长1.8%(按月跌1.3%),10月中国共加工原油达每日1,410万桶,按年增长3.4%,并创下新高。而在今年首十个月中国原油加工达每日1,330万桶,按年增长3.6%。

该行追踪的中国炼油毛利率(一个月原油价格滞後),於2020年11月按月上涨至7.8美元/桶,对比10月为6.1美元/桶。美银证券引述《彭博通讯社》报道,中石化(00386.HK)表示有望实现其今年2.41亿吨的炼油目标,这意味着2020财年第四季度产出按季上升5%,中石油(00857.HK)还表示不会在今年第四季度削减其炼油厂的整体产出。

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