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股指：

消息面上，3月(yue)18日(ri)(ri)(ri)，中國(guo)證(zheng)監(jian)會發(fa)布(bu)關(guan)于就《中國(guo)證(zheng)監(jian)會派出機(ji)構監(jian)管(guan)職責(ze)規定(ding)（修(xiu)訂草案(an)征求意(yi)見(jian)稿）》公開(kai)(kai)(kai)征求意(yi)見(jian)的(de)(de)(de)通知。文件涉及(ji)(ji)多項內容(rong)，包(bao)括(kuo)明確(que)派出機(ji)構對公開(kai)(kai)(kai)發(fa)行(xing)股票并(bing)上市(shi)(shi)輔導工作的(de)(de)(de)監(jian)管(guan)職能(neng)，優化私募(mu)基(ji)(ji)金風(feng)險處置(zhi)機(ji)制(zhi)(zhi)，授權(quan)派出機(ji)構依法推(tui)動相(xiang)關(guan)主(zhu)體適(shi)用先行(xing)賠付制(zhi)(zhi)度等。3月(yue)19日(ri)(ri)(ri)消息，國(guo)家(jia)地方共建(jian)人形(xing)機(ji)器(qi)人創新(xin)中心(xin)預告，即將(jiang)發(fa)布(bu)里程碑(bei)式的(de)(de)(de)通用具(ju)身智能(neng)平(ping)臺——“格(ge)(ge)物(wu)(wu)(wu)”，構建(jian)全球領先的(de)(de)(de)機(ji)器(qi)人智能(neng)體訓練生(sheng)態系統，并(bing)舉(ju)辦“格(ge)(ge)物(wu)(wu)(wu)具(ju)身智能(neng)仿真平(ping)臺發(fa)布(bu)會”。另外(wai)，國(guo)家(jia)地方共建(jian)人形(xing)機(ji)器(qi)人創新(xin)中心(xin)開(kai)(kai)(kai)放基(ji)(ji)金將(jiang)發(fa)布(bu)。該(gai)基(ji)(ji)金將(jiang)圍繞(rao)平(ping)臺技(ji)術、具(ju)身智能(neng)、數據集、訓練場四大(da)領域及(ji)(ji)細(xi)(xi)分(fen)主(zhu)要研究方向設(she)(she)置(zhi)開(kai)(kai)(kai)放基(ji)(ji)金課(ke)題，對課(ke)題基(ji)(ji)礎性、原創性、應用前(qian)(qian)景和(he)潛在影響加(jia)以綜合評(ping)估，篩選部(bu)分(fen)優秀可落地的(de)(de)(de)項目資(zi)助。海外(wai)方面，美(mei)(mei)國(guo)2月(yue)單戶住(zhu)宅建(jian)設(she)(she)大(da)幅(fu)反彈，工業生(sheng)產(chan)(chan)激增，但關(guan)稅導致原材料(liao)價(jia)(jia)格(ge)(ge)上漲，威脅(xie)到剛剛起步(bu)的(de)(de)(de)房地產(chan)(chan)市(shi)(shi)場和(he)制(zhi)(zhi)造業復蘇(su)。2月(yue)占住(zhu)房建(jian)設(she)(she)大(da)部(bu)分(fen)的(de)(de)(de)單戶住(zhu)宅開(kai)(kai)(kai)工環比激增11.4%，經(jing)季節性調(diao)整后年率(lv)(lv)為110.8萬套。美(mei)(mei)國(guo)2月(yue)工業產(chan)(chan)出月(yue)率(lv)(lv)為上升(sheng)0.7%，市(shi)(shi)場此(ci)前(qian)(qian)預期為上升(sheng)0.2%，1月(yue)為成長0.5%。美(mei)(mei)國(guo)2月(yue)進(jin)口物(wu)(wu)(wu)價(jia)(jia)指(zhi)數月(yue)率(lv)(lv)為上升(sheng)0.4%，為2024年4月(yue)以來最大(da)增幅(fu)，市(shi)(shi)場此(ci)前(qian)(qian)預期為下(xia)滑0.1%，1月(yue)為上升(sheng)0.3%。3月(yue)19日(ri)(ri)(ri)，日(ri)(ri)(ri)本央(yang)(yang)行(xing)宣布(bu)維持利(li)(li)率(lv)(lv)在0.5%不(bu)變，日(ri)(ri)(ri)本央(yang)(yang)行(xing)以9-0的(de)(de)(de)投票結果通過利(li)(li)率(lv)(lv)決議。日(ri)(ri)(ri)本央(yang)(yang)行(xing)利(li)(li)率(lv)(lv)決議顯示，日(ri)(ri)(ri)本經(jing)濟(ji)溫和(he)復蘇(su)，但有一些疲軟跡象，消費呈適(shi)度增長趨勢，出口、產(chan)(chan)出橫盤整理，維持日(ri)(ri)(ri)本經(jing)濟(ji)評(ping)估。日(ri)(ri)(ri)本經(jing)濟(ji)存在不(bu)確(que)定(ding)性，物(wu)(wu)(wu)價(jia)(jia)居高不(bu)下(xia)。風(feng)險包(bao)括(kuo)每個國(guo)家(jia)的(de)(de)(de)貿易(yi)政策及(ji)(ji)其(qi)對海外(wai)經(jing)濟(ji)、價(jia)(jia)格(ge)(ge)的(de)(de)(de)影響。需要仔細(xi)(xi)觀察外(wai)匯、其(qi)他市(shi)(shi)場走勢對日(ri)(ri)(ri)本經(jing)濟(ji)、價(jia)(jia)格(ge)(ge)的(de)(de)(de)影響。

國(guo)債：

公開市(shi)場(chang)方面，人(ren)(ren)民銀(yin)行(xing)(xing)(xing)3月(yue)(yue)(yue)17日公告稱，為(wei)保(bao)持銀(yin)行(xing)(xing)(xing)體系流動性(xing)充裕，以(yi)固(gu)定利率、數(shu)量招標方式開展了4810億(yi)(yi)(yi)(yi)元7天(tian)期逆(ni)(ni)回購操作，中標利率為(wei)1.5%。今日公開市(shi)場(chang)有(you)965億(yi)(yi)(yi)(yi)元逆(ni)(ni)回購以(yi)及3870億(yi)(yi)(yi)(yi)元MLF到期，凈回籠(long)25億(yi)(yi)(yi)(yi)元。資金(jin)面方面，上海銀(yin)行(xing)(xing)(xing)間同(tong)業拆放(fang)利率(Shibor)漲(zhang)跌(die)互(hu)現，隔夜shibor報(bao)(bao)(bao)1.8050%，下(xia)行(xing)(xing)(xing)0.60個基(ji)點(dian)；7天(tian)shibor報(bao)(bao)(bao)1.8190%，上行(xing)(xing)(xing)7.70個基(ji)點(dian)。銀(yin)行(xing)(xing)(xing)間回購定盤利率方面，FR001報(bao)(bao)(bao)1.90%；FR007報(bao)(bao)(bao)1.92%；FR014報(bao)(bao)(bao)1.95%。3月(yue)(yue)(yue)14日，人(ren)(ren)民銀(yin)行(xing)(xing)(xing)發布最新的金(jin)融和社(she)會(hui)(hui)融資數(shu)據顯示(shi)，2月(yue)(yue)(yue)末廣義貨幣（M2）余額為(wei)320.52萬億(yi)(yi)(yi)(yi)元，同(tong)比(bi)增(zeng)長(chang)7.0%；前兩個月(yue)(yue)(yue)，人(ren)(ren)民幣貸(dai)款(kuan)(kuan)增(zeng)加(jia)6.14萬億(yi)(yi)(yi)(yi)元，其中，2月(yue)(yue)(yue)單月(yue)(yue)(yue)新增(zeng)人(ren)(ren)民幣貸(dai)款(kuan)(kuan)近萬億(yi)(yi)(yi)(yi)元；2月(yue)(yue)(yue)末社(she)會(hui)(hui)融資規模存量為(wei)417.29萬億(yi)(yi)(yi)(yi)元，同(tong)比(bi)增(zeng)長(chang)8.2%；2月(yue)(yue)(yue)社(she)融增(zeng)量2.24萬億(yi)(yi)(yi)(yi)元，同(tong)比(bi)多增(zeng)7416億(yi)(yi)(yi)(yi)元。

貴(gui)金(jin)屬：

美國(guo)2月單戶住宅建設(she)大(da)幅(fu)(fu)反(fan)彈，工業(ye)生產激增，但(dan)關稅導致原材料價(jia)格(ge)(ge)上(shang)漲，威脅到剛剛起步的房地產市(shi)場和制(zhi)造業(ye)復蘇(su)。2月占住房建設(she)大(da)部(bu)分(fen)的單戶住宅開工環比激增11.4%，經季節性調整(zheng)后年(nian)率(lv)(lv)為(wei)(wei)110.8萬(wan)套。美國(guo)2月工業(ye)產出月率(lv)(lv)為(wei)(wei)上(shang)升(sheng)0.7%，市(shi)場此(ci)前預期為(wei)(wei)上(shang)升(sheng)0.2%，1月為(wei)(wei)成長(chang)0.5%。美國(guo)2月進口(kou)物價(jia)指數月率(lv)(lv)為(wei)(wei)上(shang)升(sheng)0.4%，為(wei)(wei)2024年(nian)4月以來最(zui)大(da)增幅(fu)(fu)，市(shi)場此(ci)前預期為(wei)(wei)下滑0.1%，1月為(wei)(wei)上(shang)升(sheng)0.3%。3月19日(ri)，日(ri)本(ben)(ben)央行宣布(bu)維持利(li)(li)率(lv)(lv)在0.5%不變(bian)，日(ri)本(ben)(ben)央行以9-0的投票結(jie)果通過利(li)(li)率(lv)(lv)決議(yi)。日(ri)本(ben)(ben)央行利(li)(li)率(lv)(lv)決議(yi)顯(xian)示，日(ri)本(ben)(ben)經濟(ji)溫和復蘇(su)，但(dan)有一些疲軟(ruan)跡象，消費(fei)呈適度增長(chang)趨勢，出口(kou)、產出橫盤整(zheng)理，維持日(ri)本(ben)(ben)經濟(ji)評估(gu)。日(ri)本(ben)(ben)經濟(ji)存(cun)在不確定性，物價(jia)居高不下。風險包括每個(ge)國(guo)家的貿易政策及其對(dui)海外經濟(ji)、價(jia)格(ge)(ge)的影響(xiang)。需(xu)要仔細(xi)觀察外匯、其他市(shi)場走勢對(dui)日(ri)本(ben)(ben)經濟(ji)、價(jia)格(ge)(ge)的影響(xiang)。

螺(luo)(luo)紋：3月14日247家(jia)(jia)(jia)(jia)鋼(gang)(gang)(gang)(gang)(gang)廠(chang)高爐(lu)開工(gong)率80.58%，環(huan)(huan)比(bi)(bi)(bi)上(shang)(shang)(shang)周(zhou)增(zeng)(zeng)(zeng)(zeng)加(jia)(jia)(jia)1.07個(ge)(ge)(ge)百(bai)分(fen)(fen)點(dian)(dian)(dian)(dian)(dian)，同(tong)比(bi)(bi)(bi)去(qu)(qu)(qu)(qu)(qu)年(nian)(nian)(nian)增(zeng)(zeng)(zeng)(zeng)加(jia)(jia)(jia)4.43個(ge)(ge)(ge)百(bai)分(fen)(fen)點(dian)(dian)(dian)(dian)(dian) ；高爐(lu)煉鐵(tie)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)能利(li)用率86.57%，環(huan)(huan)比(bi)(bi)(bi)上(shang)(shang)(shang)周(zhou)增(zeng)(zeng)(zeng)(zeng)加(jia)(jia)(jia)0.03個(ge)(ge)(ge)百(bai)分(fen)(fen)點(dian)(dian)(dian)(dian)(dian) ，同(tong)比(bi)(bi)(bi)去(qu)(qu)(qu)(qu)(qu)年(nian)(nian)(nian)增(zeng)(zeng)(zeng)(zeng)加(jia)(jia)(jia)3.99個(ge)(ge)(ge)百(bai)分(fen)(fen)點(dian)(dian)(dian)(dian)(dian)；鋼(gang)(gang)(gang)(gang)(gang)廠(chang)盈利(li)率53.25%，環(huan)(huan)比(bi)(bi)(bi)上(shang)(shang)(shang)周(zhou)持平(ping)，同(tong)比(bi)(bi)(bi)去(qu)(qu)(qu)(qu)(qu)年(nian)(nian)(nian)增(zeng)(zeng)(zeng)(zeng)加(jia)(jia)(jia)32.04個(ge)(ge)(ge)百(bai)分(fen)(fen)點(dian)(dian)(dian)(dian)(dian)；日均(jun)鐵(tie)水產(chan)(chan)(chan)(chan)(chan)(chan)(chan)量(liang) 230.59萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)比(bi)(bi)(bi)上(shang)(shang)(shang)周(zhou)增(zeng)(zeng)(zeng)(zeng)加(jia)(jia)(jia)0.08萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，同(tong)比(bi)(bi)(bi)去(qu)(qu)(qu)(qu)(qu)年(nian)(nian)(nian)增(zeng)(zeng)(zeng)(zeng)加(jia)(jia)(jia)9.77萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。本(ben)(ben)周(zhou)螺(luo)(luo)紋鋼(gang)(gang)(gang)(gang)(gang)總(zong)庫(ku)(ku)(ku)存(cun)為(wei)(wei)(wei)(wei)853.78萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，上(shang)(shang)(shang)周(zhou)為(wei)(wei)(wei)(wei)859.9萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，本(ben)(ben)周(zhou)去(qu)(qu)(qu)(qu)(qu)庫(ku)(ku)(ku)6.12萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，上(shang)(shang)(shang)周(zhou)去(qu)(qu)(qu)(qu)(qu)庫(ku)(ku)(ku)3.54萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。近年(nian)(nian)(nian)同(tong)期表(biao)現為(wei)(wei)(wei)(wei)：2024年(nian)(nian)(nian)累(lei)(lei)(lei)庫(ku)(ku)(ku)6.15萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，2023年(nian)(nian)(nian)去(qu)(qu)(qu)(qu)(qu)庫(ku)(ku)(ku)46.2萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，2022年(nian)(nian)(nian)去(qu)(qu)(qu)(qu)(qu)庫(ku)(ku)(ku)36.55萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。此(ci)外，本(ben)(ben)周(zhou)表(biao)需233.22萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，上(shang)(shang)(shang)周(zhou)220.35萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，近年(nian)(nian)(nian)同(tong)期水平(ping)為(wei)(wei)(wei)(wei)：2024年(nian)(nian)(nian)212.38萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，2023年(nian)(nian)(nian)350.13萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，2022年(nian)(nian)(nian)308.38萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。3月12日全國104家(jia)(jia)(jia)(jia)電爐(lu)廠(chang)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)能利(li)用率為(wei)(wei)(wei)(wei)39.4%，較(jiao)(jiao)上(shang)(shang)(shang)周(zhou)增(zeng)(zeng)(zeng)(zeng)3個(ge)(ge)(ge)百(bai)分(fen)(fen)點(dian)(dian)(dian)(dian)(dian)。當前(qian)104家(jia)(jia)(jia)(jia)電爐(lu)廢(fei)鋼(gang)(gang)(gang)(gang)(gang)日耗22.78萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)上(shang)(shang)(shang)期0.63萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，增(zeng)(zeng)(zeng)(zeng)幅2.7%。電爐(lu)鋼(gang)(gang)(gang)(gang)(gang)廠(chang)在(zai)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)家(jia)(jia)(jia)(jia)數目(mu)前(qian)為(wei)(wei)(wei)(wei)79家(jia)(jia)(jia)(jia)，較(jiao)(jiao)上(shang)(shang)(shang)周(zhou)增(zeng)(zeng)(zeng)(zeng)3家(jia)(jia)(jia)(jia)，在(zai)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)家(jia)(jia)(jia)(jia)數占比(bi)(bi)(bi)75.9%。整體上(shang)(shang)(shang)104家(jia)(jia)(jia)(jia)電爐(lu)日耗上(shang)(shang)(shang)升至近5個(ge)(ge)(ge)月新(xin)高水平(ping)。具體來看(kan)，目(mu)前(qian)華(hua)東(dong)18家(jia)(jia)(jia)(jia)電爐(lu)平(ping)均(jun)生(sheng)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)時(shi)(shi)(shi)(shi)長(chang)(chang)為(wei)(wei)(wei)(wei)10.8小(xiao)時(shi)(shi)(shi)(shi)左右（減(jian)0.2小(xiao)時(shi)(shi)(shi)(shi)）；華(hua)南29家(jia)(jia)(jia)(jia)電爐(lu)平(ping)均(jun)生(sheng)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)時(shi)(shi)(shi)(shi)長(chang)(chang)為(wei)(wei)(wei)(wei)7.2小(xiao)時(shi)(shi)(shi)(shi)（持平(ping)）；西部31家(jia)(jia)(jia)(jia)電爐(lu)平(ping)均(jun)生(sheng)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)時(shi)(shi)(shi)(shi)長(chang)(chang)為(wei)(wei)(wei)(wei)8.2小(xiao)時(shi)(shi)(shi)(shi)（減(jian)0.4小(xiao)時(shi)(shi)(shi)(shi)）；華(hua)中14家(jia)(jia)(jia)(jia)電爐(lu)平(ping)均(jun)生(sheng)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)時(shi)(shi)(shi)(shi)長(chang)(chang)為(wei)(wei)(wei)(wei)6.7小(xiao)時(shi)(shi)(shi)(shi)（增(zeng)(zeng)(zeng)(zeng)0.7小(xiao)時(shi)(shi)(shi)(shi)），新(xin)增(zeng)(zeng)(zeng)(zeng)2家(jia)(jia)(jia)(jia)電爐(lu)復產(chan)(chan)(chan)(chan)(chan)(chan)(chan)；京津(jin)冀山(shan)東(dong)區(qu)域12家(jia)(jia)(jia)(jia)電爐(lu)鋼(gang)(gang)(gang)(gang)(gang)企(qi)(qi)平(ping)均(jun)生(sheng)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)時(shi)(shi)(shi)(shi)長(chang)(chang)為(wei)(wei)(wei)(wei)14.4小(xiao)時(shi)(shi)(shi)(shi)（增(zeng)(zeng)(zeng)(zeng)3.6小(xiao)時(shi)(shi)(shi)(shi)），新(xin)增(zeng)(zeng)(zeng)(zeng)1家(jia)(jia)(jia)(jia)電爐(lu)復產(chan)(chan)(chan)(chan)(chan)(chan)(chan)。本(ben)(ben)周(zhou)建筑鋼(gang)(gang)(gang)(gang)(gang)材庫(ku)(ku)(ku)存(cun)總(zong)量(liang)為(wei)(wei)(wei)(wei)621.80萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)上(shang)(shang)(shang)周(zhou)環(huan)(huan)比(bi)(bi)(bi)增(zeng)(zeng)(zeng)(zeng)加(jia)(jia)(jia)2.25萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(+0.36%)，包(bao)含30個(ge)(ge)(ge)城(cheng)(cheng)市(shi)，共(gong)(gong)計(ji)(ji)(ji)79個(ge)(ge)(ge)倉(cang)庫(ku)(ku)(ku)；本(ben)(ben)周(zhou)熱卷庫(ku)(ku)(ku)存(cun)總(zong)量(liang)為(wei)(wei)(wei)(wei)273.90萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)上(shang)(shang)(shang)周(zhou)環(huan)(huan)比(bi)(bi)(bi)減(jian)少1.19萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(-0.43%)，包(bao)含15個(ge)(ge)(ge)城(cheng)(cheng)市(shi)，共(gong)(gong)計(ji)(ji)(ji)47個(ge)(ge)(ge)倉(cang)庫(ku)(ku)(ku)；本(ben)(ben)周(zhou)中厚板庫(ku)(ku)(ku)存(cun)總(zong)量(liang)69.90萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)上(shang)(shang)(shang)周(zhou)環(huan)(huan)比(bi)(bi)(bi)減(jian)少1.57萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(-2.20%)，包(bao)含9個(ge)(ge)(ge)城(cheng)(cheng)市(shi)，共(gong)(gong)計(ji)(ji)(ji)14個(ge)(ge)(ge)倉(cang)庫(ku)(ku)(ku)；本(ben)(ben)周(zhou)冷軋涂(tu)鍍庫(ku)(ku)(ku)存(cun)總(zong)量(liang)為(wei)(wei)(wei)(wei)112.66萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)上(shang)(shang)(shang)周(zhou)環(huan)(huan)比(bi)(bi)(bi)減(jian)少3.01萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(-2.60%)，包(bao)含5個(ge)(ge)(ge)城(cheng)(cheng)市(shi)，共(gong)(gong)計(ji)(ji)(ji)14個(ge)(ge)(ge)倉(cang)庫(ku)(ku)(ku)。2025年(nian)(nian)(nian)2月，重點(dian)(dian)(dian)(dian)(dian)統(tong)(tong)計(ji)(ji)(ji)鋼(gang)(gang)(gang)(gang)(gang)鐵(tie)企(qi)(qi)業(ye)(ye)共(gong)(gong)生(sheng)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)粗(cu)鋼(gang)(gang)(gang)(gang)(gang)6771 萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)、同(tong)比(bi)(bi)(bi)增(zeng)(zeng)(zeng)(zeng)長(chang)(chang)0.9%，日產(chan)(chan)(chan)(chan)(chan)(chan)(chan)241.83 萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)；生(sheng)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)生(sheng)鐵(tie)5972 萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)、同(tong)比(bi)(bi)(bi)下(xia)降0.3%，日產(chan)(chan)(chan)(chan)(chan)(chan)(chan)213.27萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)；生(sheng)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)鋼(gang)(gang)(gang)(gang)(gang)材6635萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)、同(tong)比(bi)(bi)(bi)增(zeng)(zeng)(zeng)(zeng)長(chang)(chang)3.9%，日產(chan)(chan)(chan)(chan)(chan)(chan)(chan)236.97 萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。1-2月，重點(dian)(dian)(dian)(dian)(dian)統(tong)(tong)計(ji)(ji)(ji)鋼(gang)(gang)(gang)(gang)(gang)鐵(tie)企(qi)(qi)業(ye)(ye)累(lei)(lei)(lei)計(ji)(ji)(ji)生(sheng)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)粗(cu)鋼(gang)(gang)(gang)(gang)(gang)13736萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)、累(lei)(lei)(lei)計(ji)(ji)(ji)同(tong)比(bi)(bi)(bi)下(xia)降0.4%，粗(cu)鋼(gang)(gang)(gang)(gang)(gang)累(lei)(lei)(lei)計(ji)(ji)(ji)日產(chan)(chan)(chan)(chan)(chan)(chan)(chan)232.82 萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)；累(lei)(lei)(lei)計(ji)(ji)(ji)生(sheng)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)生(sheng)鐵(tie)12167萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)、累(lei)(lei)(lei)計(ji)(ji)(ji)同(tong)比(bi)(bi)(bi)下(xia)降0.2%，生(sheng)鐵(tie)累(lei)(lei)(lei)計(ji)(ji)(ji)日產(chan)(chan)(chan)(chan)(chan)(chan)(chan)206.22 萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)；累(lei)(lei)(lei)計(ji)(ji)(ji)生(sheng)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)鋼(gang)(gang)(gang)(gang)(gang)材13312萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)、累(lei)(lei)(lei)計(ji)(ji)(ji)同(tong)比(bi)(bi)(bi)增(zeng)(zeng)(zeng)(zeng)長(chang)(chang)1.2 %，鋼(gang)(gang)(gang)(gang)(gang)材累(lei)(lei)(lei)計(ji)(ji)(ji)日產(chan)(chan)(chan)(chan)(chan)(chan)(chan)225.63 萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。

鐵(tie)(tie)(tie)(tie)礦(kuang)石(shi)：2025年03月(yue)10日(ri)(ri)(ri)(ri)(ri)-03月(yue)16日(ri)(ri)(ri)(ri)(ri)中國(guo)(guo)(guo)47港(gang)(gang)鐵(tie)(tie)(tie)(tie)礦(kuang)石(shi)到港(gang)(gang)總(zong)(zong)(zong)量(liang)(liang)(liang)(liang)2995.0萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)比(bi)(bi)(bi)(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)加1089.8萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)；中國(guo)(guo)(guo)45港(gang)(gang)鐵(tie)(tie)(tie)(tie)礦(kuang)石(shi)到港(gang)(gang)總(zong)(zong)(zong)量(liang)(liang)(liang)(liang)2876.4萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)比(bi)(bi)(bi)(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)加1037.8萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)；北方六港(gang)(gang)鐵(tie)(tie)(tie)(tie)礦(kuang)石(shi)到港(gang)(gang)總(zong)(zong)(zong)量(liang)(liang)(liang)(liang)1431.4萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)比(bi)(bi)(bi)(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)加465.5萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。澳(ao)(ao)洲巴(ba)西鐵(tie)(tie)(tie)(tie)礦(kuang)發(fa)運(yun)總(zong)(zong)(zong)量(liang)(liang)(liang)(liang)2353.7萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)比(bi)(bi)(bi)(bi)減(jian)(jian)少(shao)(shao)(shao)288.8萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。澳(ao)(ao)洲發(fa)運(yun)量(liang)(liang)(liang)(liang)1873.2萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)比(bi)(bi)(bi)(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)加47.0萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，其中澳(ao)(ao)洲發(fa)往中國(guo)(guo)(guo)的(de)量(liang)(liang)(liang)(liang)1538.4萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)比(bi)(bi)(bi)(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)加51.0萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。巴(ba)西發(fa)運(yun)量(liang)(liang)(liang)(liang)480.5萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)比(bi)(bi)(bi)(bi)減(jian)(jian)少(shao)(shao)(shao)335.8萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。本(ben)(ben)(ben)期(qi)(qi)全(quan)球(qiu)鐵(tie)(tie)(tie)(tie)礦(kuang)石(shi)發(fa)運(yun)總(zong)(zong)(zong)量(liang)(liang)(liang)(liang)2863.5萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)比(bi)(bi)(bi)(bi)減(jian)(jian)少(shao)(shao)(shao)296.3萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。3月(yue)14日(ri)(ri)(ri)(ri)(ri)，全(quan)國(guo)(guo)(guo)45個(ge)港(gang)(gang)口(kou)(kou)(kou)進(jin)口(kou)(kou)(kou)鐵(tie)(tie)(tie)(tie)礦(kuang)石(shi)庫(ku)存(cun)總(zong)(zong)(zong)量(liang)(liang)(liang)(liang)14420.85萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)比(bi)(bi)(bi)(bi)降(jiang)(jiang)(jiang)157.03萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，45港(gang)(gang)日(ri)(ri)(ri)(ri)(ri)均(jun)(jun)疏港(gang)(gang)量(liang)(liang)(liang)(liang)308.58萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)比(bi)(bi)(bi)(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)4.93萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。全(quan)國(guo)(guo)(guo)47個(ge)港(gang)(gang)口(kou)(kou)(kou)進(jin)口(kou)(kou)(kou)鐵(tie)(tie)(tie)(tie)礦(kuang)庫(ku)存(cun)為(wei)14895.85萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)比(bi)(bi)(bi)(bi)降(jiang)(jiang)(jiang)192.03萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)；日(ri)(ri)(ri)(ri)(ri)均(jun)(jun)疏港(gang)(gang)量(liang)(liang)(liang)(liang)321.58萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)4.50萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。3月(yue)14日(ri)(ri)(ri)(ri)(ri)：全(quan)國(guo)(guo)(guo)主港(gang)(gang)鐵(tie)(tie)(tie)(tie)礦(kuang)石(shi)成(cheng)(cheng)交72.3萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)比(bi)(bi)(bi)(bi)跌7.59%；遠期(qi)(qi)現貨成(cheng)(cheng)交57.5萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。全(quan)國(guo)(guo)(guo)44家樣本(ben)(ben)(ben)生鐵(tie)(tie)(tie)(tie)企業高(gao)爐產能利用率(lv)為(wei)61.27%，周(zhou)環(huan)(huan)比(bi)(bi)(bi)(bi)下(xia)降(jiang)(jiang)(jiang)0.48%，月(yue)環(huan)(huan)比(bi)(bi)(bi)(bi)上升6.52%。廠(chang)內生鐵(tie)(tie)(tie)(tie)庫(ku)存(cun)72.47萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，周(zhou)環(huan)(huan)比(bi)(bi)(bi)(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)加6.5萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，月(yue)環(huan)(huan)比(bi)(bi)(bi)(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)加9.26萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。3月(yue)13日(ri)(ri)(ri)(ri)(ri)Mysteel統計新口(kou)(kou)(kou)徑114家鋼(gang)廠(chang)進(jin)口(kou)(kou)(kou)燒結(jie)粉總(zong)(zong)(zong)庫(ku)存(cun)2934.49萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)比(bi)(bi)(bi)(bi)上期(qi)(qi)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)38.27萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。進(jin)口(kou)(kou)(kou)燒結(jie)粉總(zong)(zong)(zong)日(ri)(ri)(ri)(ri)(ri)耗111.16萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，降(jiang)(jiang)(jiang)0.07萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。庫(ku)存(cun)消費比(bi)(bi)(bi)(bi)26.4，增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)0.36。原口(kou)(kou)(kou)徑64家鋼(gang)廠(chang)進(jin)口(kou)(kou)(kou)燒結(jie)粉總(zong)(zong)(zong)庫(ku)存(cun)1262.15萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)28.4萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。進(jin)口(kou)(kou)(kou)燒結(jie)粉總(zong)(zong)(zong)日(ri)(ri)(ri)(ri)(ri)耗54.96萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)0.68萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。燒結(jie)礦(kuang)中平均(jun)(jun)使(shi)用進(jin)口(kou)(kou)(kou)礦(kuang)配比(bi)(bi)(bi)(bi)86.98%，降(jiang)(jiang)(jiang)0.25個(ge)百(bai)分點(dian)。鋼(gang)廠(chang)不含稅平均(jun)(jun)鐵(tie)(tie)(tie)(tie)水(shui)成(cheng)(cheng)本(ben)(ben)(ben)2446元/噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，降(jiang)(jiang)(jiang)20元/噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。此(ci)外(wai)，新口(kou)(kou)(kou)徑114家鋼(gang)廠(chang)剔除長期(qi)(qi)停(ting)產樣本(ben)(ben)(ben)后不含稅鐵(tie)(tie)(tie)(tie)水(shui)成(cheng)(cheng)本(ben)(ben)(ben)2444元/噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，降(jiang)(jiang)(jiang)22元/噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。全(quan)國(guo)(guo)(guo)47個(ge)港(gang)(gang)口(kou)(kou)(kou)進(jin)口(kou)(kou)(kou)鐵(tie)(tie)(tie)(tie)礦(kuang)庫(ku)存(cun)為(wei)15756.40，環(huan)(huan)比(bi)(bi)(bi)(bi)降(jiang)(jiang)(jiang)174.14；日(ri)(ri)(ri)(ri)(ri)均(jun)(jun)疏港(gang)(gang)量(liang)(liang)(liang)(liang)314.53增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)2.02。分量(liang)(liang)(liang)(liang)方面，澳(ao)(ao)礦(kuang)6676.41降(jiang)(jiang)(jiang)56.12，巴(ba)西礦(kuang)6274.90降(jiang)(jiang)(jiang)94.82；貿易礦(kuang)10323.17增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)60.95，粗粉12236.56降(jiang)(jiang)(jiang)213.19；塊礦(kuang)1956.49降(jiang)(jiang)(jiang)9.84，精粉1113.76增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)49.59，球(qiu)團(tuan)449.59降(jiang)(jiang)(jiang)0.70，在港(gang)(gang)船舶數57條(tiao)降(jiang)(jiang)(jiang)10條(tiao)。2025年03月(yue)03日(ri)(ri)(ri)(ri)(ri)—03月(yue)09日(ri)(ri)(ri)(ri)(ri)Mysteel澳(ao)(ao)洲巴(ba)西鐵(tie)(tie)(tie)(tie)礦(kuang)發(fa)運(yun)總(zong)(zong)(zong)量(liang)(liang)(liang)(liang)2642.5萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)比(bi)(bi)(bi)(bi)減(jian)(jian)少(shao)(shao)(shao)95.1萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。澳(ao)(ao)洲發(fa)運(yun)量(liang)(liang)(liang)(liang)1826.2萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)比(bi)(bi)(bi)(bi)減(jian)(jian)少(shao)(shao)(shao)115.1萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，其中澳(ao)(ao)洲發(fa)往中國(guo)(guo)(guo)的(de)量(liang)(liang)(liang)(liang)1487.4萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)比(bi)(bi)(bi)(bi)減(jian)(jian)少(shao)(shao)(shao)80.9萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。巴(ba)西發(fa)運(yun)量(liang)(liang)(liang)(liang)816.3萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)比(bi)(bi)(bi)(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)(zeng)加20.1萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。

雙焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)：本(ben)周(zhou)(zhou)全(quan)(quan)國30家獨(du)立(li)(li)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)化廠噸(dun)(dun)(dun)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)盈(ying)(ying)利(li)(li)(li)情(qing)況(kuang)，全(quan)(quan)國平(ping)均(jun)(jun)(jun)噸(dun)(dun)(dun)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)盈(ying)(ying)利(li)(li)(li)-27元(yuan)(yuan)/噸(dun)(dun)(dun)；山(shan)西(xi)準一級焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)平(ping)均(jun)(jun)(jun)盈(ying)(ying)利(li)(li)(li)0元(yuan)(yuan)/噸(dun)(dun)(dun)，山(shan)東準一級焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)平(ping)均(jun)(jun)(jun)盈(ying)(ying)利(li)(li)(li)20元(yuan)(yuan)/噸(dun)(dun)(dun)，內蒙(meng)(meng)(meng)二級焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)平(ping)均(jun)(jun)(jun)盈(ying)(ying)利(li)(li)(li)-91元(yuan)(yuan)/噸(dun)(dun)(dun)，河北(bei)(bei)準一級焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)平(ping)均(jun)(jun)(jun)盈(ying)(ying)利(li)(li)(li)32元(yuan)(yuan)/噸(dun)(dun)(dun)。蒙(meng)(meng)(meng)古國進(jin)口(kou)(kou)煉(lian)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)市場(chang)受制于高庫(ku)(ku)(ku)(ku)存(cun)弱需求的(de)核心(xin)矛盾，，ER公司蒙(meng)(meng)(meng)3精煤(mei)(mei)連續60場(chang)流拍后首次底價800元(yuan)(yuan)/噸(dun)(dun)(dun)成交。現(xian)甘其(qi)毛都(dou)口(kou)(kou)岸(an)：蒙(meng)(meng)(meng)5#原(yuan)煤(mei)(mei)880，蒙(meng)(meng)(meng)5#精煤(mei)(mei)1050，蒙(meng)(meng)(meng)4#原(yuan)煤(mei)(mei)870，蒙(meng)(meng)(meng)3#精煤(mei)(mei)1010，1/3焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)原(yuan)煤(mei)(mei)720；河北(bei)(bei)唐山(shan)：蒙(meng)(meng)(meng)5#精煤(mei)(mei)1270；策克(ke)口(kou)(kou)岸(an)：馬(ma)克(ke)A590，馬(ma)克(ke)西(xi)620，歐斯克(ke)A490，歐斯克(ke)B690，南戈(ge)壁(bi)A750，南戈(ge)壁(bi)B460，泰拉原(yuan)煤(mei)(mei)1000，巴音(yin)低硫(liu)肥(fei)精煤(mei)(mei)830，巴音(yin)低硫(liu)氣肥(fei)精煤(mei)(mei)800；滿都(dou)拉口(kou)(kou)岸(an)：主焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)精煤(mei)(mei)840，氣原(yuan)煤(mei)(mei)570。本(ben)周(zhou)(zhou)Mysteel統計(ji)獨(du)立(li)(li)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)企(qi)(qi)(qi)全(quan)(quan)樣(yang)(yang)(yang)本(ben)：產(chan)能(neng)(neng)(neng)利(li)(li)(li)用率為(wei)(wei)70.03%減(jian)(jian)(jian)(jian)0.85%；焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)日(ri)(ri)均(jun)(jun)(jun)產(chan)量(liang)62.46減(jian)(jian)(jian)(jian)0.77，焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)庫(ku)(ku)(ku)(ku)存(cun)147.26減(jian)(jian)(jian)(jian)6.86，煉(lian)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)總(zong)庫(ku)(ku)(ku)(ku)存(cun)780.51減(jian)(jian)(jian)(jian)7.62，焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)可用天(tian)(tian)(tian)(tian)數(shu)9.4天(tian)(tian)(tian)(tian)增(zeng)(zeng)(zeng)0.03天(tian)(tian)(tian)(tian)。本(ben)周(zhou)(zhou)Mysteel統計(ji)全(quan)(quan)國230家獨(du)立(li)(li)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)企(qi)(qi)(qi)樣(yang)(yang)(yang)本(ben)：產(chan)能(neng)(neng)(neng)利(li)(li)(li)用率為(wei)(wei)69.31%減(jian)(jian)(jian)(jian)1.07%；焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)日(ri)(ri)均(jun)(jun)(jun)產(chan)量(liang)49.53減(jian)(jian)(jian)(jian)0.76，焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)庫(ku)(ku)(ku)(ku)存(cun)80.56減(jian)(jian)(jian)(jian)6.76，煉(lian)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)總(zong)庫(ku)(ku)(ku)(ku)存(cun)659.92減(jian)(jian)(jian)(jian)5.8，焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)可用天(tian)(tian)(tian)(tian)數(shu)10.0天(tian)(tian)(tian)(tian)增(zeng)(zeng)(zeng)0.07天(tian)(tian)(tian)(tian)。本(ben)周(zhou)(zhou)Mysteel統計(ji)獨(du)立(li)(li)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)企(qi)(qi)(qi)全(quan)(quan)樣(yang)(yang)(yang)本(ben)：產(chan)能(neng)(neng)(neng)利(li)(li)(li)用率為(wei)(wei)70.03%減(jian)(jian)(jian)(jian)0.85%；焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)日(ri)(ri)均(jun)(jun)(jun)產(chan)量(liang)62.46減(jian)(jian)(jian)(jian)0.77，焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)庫(ku)(ku)(ku)(ku)存(cun)147.26減(jian)(jian)(jian)(jian)6.86，煉(lian)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)總(zong)庫(ku)(ku)(ku)(ku)存(cun)780.51減(jian)(jian)(jian)(jian)7.62，焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)可用天(tian)(tian)(tian)(tian)數(shu)9.4天(tian)(tian)(tian)(tian)增(zeng)(zeng)(zeng)0.03天(tian)(tian)(tian)(tian)。本(ben)周(zhou)(zhou)Mysteel統計(ji)全(quan)(quan)國230家獨(du)立(li)(li)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)企(qi)(qi)(qi)樣(yang)(yang)(yang)本(ben)：產(chan)能(neng)(neng)(neng)利(li)(li)(li)用率為(wei)(wei)69.31%減(jian)(jian)(jian)(jian)1.07%；焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)日(ri)(ri)均(jun)(jun)(jun)產(chan)量(liang)49.53減(jian)(jian)(jian)(jian)0.76，焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)庫(ku)(ku)(ku)(ku)存(cun)80.56減(jian)(jian)(jian)(jian)6.76，煉(lian)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)總(zong)庫(ku)(ku)(ku)(ku)存(cun)659.92減(jian)(jian)(jian)(jian)5.8，焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)可用天(tian)(tian)(tian)(tian)數(shu)10.0天(tian)(tian)(tian)(tian)增(zeng)(zeng)(zeng)0.07天(tian)(tian)(tian)(tian)。終(zhong)端消耗(hao)量(liang)未有(you)提升(sheng)，鋼(gang)廠面臨(lin)出貨不(bu)暢(chang)的(de)情(qing)況(kuang)，因(yin)(yin)此(ci)選擇主動增(zeng)(zeng)(zeng)產(chan)的(de)鋼(gang)廠不(bu)多，對焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)采購(gou)保持謹(jin)慎。獨(du)立(li)(li)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)企(qi)(qi)(qi)在低利(li)(li)(li)潤壓制下，產(chan)能(neng)(neng)(neng)利(li)(li)(li)用率續降(jiang)至70%，日(ri)(ri)均(jun)(jun)(jun)產(chan)量(liang)創10個月(yue)低位(wei)，焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)庫(ku)(ku)(ku)(ku)存(cun)環(huan)降(jiang)4.45%至147.26萬(wan)(wan)(wan)噸(dun)(dun)(dun)，而(er)鋼(gang)廠焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)日(ri)(ri)產(chan)量(liang)增(zeng)(zeng)(zeng)加，庫(ku)(ku)(ku)(ku)存(cun)小幅下降(jiang)0.75萬(wan)(wan)(wan)噸(dun)(dun)(dun)至678.41萬(wan)(wan)(wan)噸(dun)(dun)(dun)。然而(er)港口(kou)(kou)焦(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)庫(ku)(ku)(ku)(ku)存(cun)環(huan)增(zeng)(zeng)(zeng)6.17%至254.48萬(wan)(wan)(wan)噸(dun)(dun)(dun)，因(yin)(yin)此(ci)，綜合庫(ku)(ku)(ku)(ku)存(cun)增(zeng)(zeng)(zeng)至1080.15萬(wan)(wan)(wan)噸(dun)(dun)(dun)，達近3年最高，同比(bi)增(zeng)(zeng)(zeng)幅擴大(da)至13.45%。

銅(tong)(tong)(tong)(tong)：3月(yue)14日(ri)SMM進口(kou)銅(tong)(tong)(tong)(tong)精礦(kuang)(kuang)指(zhi)數（周(zhou)(zhou)(zhou)）報(bao)-15.92美元/噸(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)上(shang)(shang)一期(qi)的(de)-15.83美元/噸(dun)(dun)(dun)(dun)(dun)(dun)減少0.09美元/噸(dun)(dun)(dun)(dun)(dun)(dun)。20%品(pin)位內(nei)貿礦(kuang)(kuang)計價(jia)系數為93%-95%。3月(yue)13日(ri)周(zhou)(zhou)(zhou)四(si)(si)，SMM全(quan)國主流地(di)(di)(di)區(qu)銅(tong)(tong)(tong)(tong)庫(ku)存(cun)(cun)(cun)(cun)(cun)較(jiao)(jiao)(jiao)周(zhou)(zhou)(zhou)一下(xia)降0.45萬(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)至35.55萬(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)上(shang)(shang)周(zhou)(zhou)(zhou)四(si)(si)下(xia)降1.25萬(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)，實(shi)現(xian)連續2周(zhou)(zhou)(zhou)周(zhou)(zhou)(zhou)度(du)去庫(ku)，目(mu)前(qian)(qian)較(jiao)(jiao)(jiao)年(nian)內(nei)高位回落(luo)了(le)2.06萬(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)去年(nian)同期(qi)低(di)3.36萬(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)。具體來看，上(shang)(shang)海地(di)(di)(di)區(qu)庫(ku)存(cun)(cun)(cun)(cun)(cun)較(jiao)(jiao)(jiao)周(zhou)(zhou)(zhou)一微(wei)(wei)增(zeng)(zeng)0.05萬(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)至23.54萬(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)，江蘇地(di)(di)(di)區(qu)庫(ku)存(cun)(cun)(cun)(cun)(cun)增(zeng)(zeng)加0.12萬(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)至5.9萬(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)，銅(tong)(tong)(tong)(tong)價(jia)走高下(xia)游(you)消費(fei)(fei)有(you)(you)所減弱是令該地(di)(di)(di)區(qu)庫(ku)存(cun)(cun)(cun)(cun)(cun)增(zeng)(zeng)加的(de)主要(yao)原(yuan)因，但(dan)因進口(kou)銅(tong)(tong)(tong)(tong)到(dao)貨量有(you)(you)限(xian)使得(de)增(zeng)(zeng)量有(you)(you)限(xian)。廣東地(di)(di)(di)區(qu)庫(ku)存(cun)(cun)(cun)(cun)(cun)下(xia)降0.6至5.36萬(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)，LME銅(tong)(tong)(tong)(tong)庫(ku)存(cun)(cun)(cun)(cun)(cun)3月(yue)14日(ri)的(de)庫(ku)存(cun)(cun)(cun)(cun)(cun)數據(ju)233750噸(dun)(dun)(dun)(dun)(dun)(dun)，與3月(yue)7日(ri)的(de)庫(ku)存(cun)(cun)(cun)(cun)(cun)數據(ju)257325噸(dun)(dun)(dun)(dun)(dun)(dun)相比，下(xia)降了(le)23575噸(dun)(dun)(dun)(dun)(dun)(dun)；COMEX銅(tong)(tong)(tong)(tong)庫(ku)存(cun)(cun)(cun)(cun)(cun)3月(yue)13日(ri)的(de)庫(ku)存(cun)(cun)(cun)(cun)(cun)數據(ju)92797短(duan)噸(dun)(dun)(dun)(dun)(dun)(dun)，與3月(yue)6日(ri)的(de)庫(ku)存(cun)(cun)(cun)(cun)(cun)數據(ju)92458短(duan)噸(dun)(dun)(dun)(dun)(dun)(dun)相比，小幅上(shang)(shang)漲了(le)339短(duan)噸(dun)(dun)(dun)(dun)(dun)(dun)。國內(nei)主要(yao)精銅(tong)(tong)(tong)(tong)桿企業周(zhou)(zhou)(zhou)度(du)（3.7-3.13）開工(gong)率環比上(shang)(shang)升。本周(zhou)(zhou)(zhou)內(nei)在3.11號(hao)銅(tong)(tong)(tong)(tong)價(jia)觸及(ji)短(duan)期(qi)內(nei)低(di)點，在當(dang)(dang)天銅(tong)(tong)(tong)(tong)桿下(xia)游(you)訂(ding)(ding)單點價(jia)有(you)(you)明顯增(zeng)(zeng)多，但(dan)以周(zhou)(zhou)(zhou)平均(jun)視角看，平均(jun)新增(zeng)(zeng)訂(ding)(ding)單量仍(reng)然較(jiao)(jiao)(jiao)少，明顯受制于再次沖高的(de)銅(tong)(tong)(tong)(tong)價(jia)，同時單日(ri)增(zeng)(zeng)加的(de)點價(jia)并未明顯帶動去庫(ku)，下(xia)游(you)提貨目(mu)前(qian)(qian)以前(qian)(qian)期(qi)低(di)價(jia)訂(ding)(ding)單為主，終端消費(fei)(fei)也尚無明顯回暖，當(dang)(dang)前(qian)(qian)僅華南地(di)(di)(di)區(qu)在新能源、家(jia)電等(deng)方面訂(ding)(ding)單的(de)帶動下(xia)可(ke)實(shi)現(xian)消費(fei)(fei)表(biao)現(xian)良好。

鋁(lv)：氧(yang)(yang)化(hua)(hua)(hua)鋁(lv)(lv)(lv)(lv)(lv)(lv)(lv)北(bei)方現(xian)貨綜(zong)合報3300元(yuan)(yuan)(yuan)(yuan)(yuan)跌(die)10元(yuan)(yuan)(yuan)(yuan)(yuan)；全(quan)國加(jia)權(quan)指數3286.5元(yuan)(yuan)(yuan)(yuan)(yuan)跌(die)5元(yuan)(yuan)(yuan)(yuan)(yuan)；山(shan)(shan)東3260-3340元(yuan)(yuan)(yuan)(yuan)(yuan)均(jun)3300跌(die)30元(yuan)(yuan)(yuan)(yuan)(yuan)；河南3260-3370元(yuan)(yuan)(yuan)(yuan)(yuan)均(jun)3315跌(die)10元(yuan)(yuan)(yuan)(yuan)(yuan)；山(shan)(shan)西3250-3350元(yuan)(yuan)(yuan)(yuan)(yuan)均(jun)3300跌(die)10元(yuan)(yuan)(yuan)(yuan)(yuan)；廣西3360-3400元(yuan)(yuan)(yuan)(yuan)(yuan)均(jun)3380持(chi)平；貴州3390-3450元(yuan)(yuan)(yuan)(yuan)(yuan)均(jun)3420跌(die)5元(yuan)(yuan)(yuan)(yuan)(yuan)；新疆3520-3560元(yuan)(yuan)(yuan)(yuan)(yuan)均(jun)3540持(chi)平。截(jie)至(zhi)(zhi)本周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)四(3月(yue)13日)全(quan)國氧(yang)(yang)化(hua)(hua)(hua)鋁(lv)(lv)(lv)(lv)(lv)(lv)(lv)庫(ku)(ku)存(cun)(cun)量(liang)(liang)335.5萬(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，較(jiao)(jiao)上(shang)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)增2.6萬(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)。北(bei)方兩大(da)氧(yang)(yang)化(hua)(hua)(hua)鋁(lv)(lv)(lv)(lv)(lv)(lv)(lv)出口(kou)集港(gang)地已有(you)氧(yang)(yang)化(hua)(hua)(hua)鋁(lv)(lv)(lv)(lv)(lv)(lv)(lv)裝船(chuan)發(fa)運(yun)(yun)，港(gang)口(kou)庫(ku)(ku)存(cun)(cun)明(ming)顯下(xia)(xia)降，2025年(nian)2月(yue)中(zhong)國鋁(lv)(lv)(lv)(lv)(lv)(lv)(lv)土礦(kuang)消(xiao)耗總(zong)量(liang)(liang)達1900萬(wan)(wan)(wan)干(gan)噸(dun)(dun)(dun)(dun)，日均(jun)消(xiao)耗量(liang)(liang)67.9萬(wan)(wan)(wan)干(gan)噸(dun)(dun)(dun)(dun)，較(jiao)(jiao)1月(yue)日均(jun)水平微(wei)增0.2萬(wan)(wan)(wan)干(gan)噸(dun)(dun)(dun)(dun)，整體呈現(xian)穩中(zhong)有(you)升態勢(shi)。全(quan)國冶金(jin)級氧(yang)(yang)化(hua)(hua)(hua)鋁(lv)(lv)(lv)(lv)(lv)(lv)(lv)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)產(chan)(chan)(chan)(chan)(chan)(chan)量(liang)(liang)169.3萬(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，環比上(shang)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)減(jian)少(shao)0.94%，主(zhu)(zhu)要系山(shan)(shan)西、山(shan)(shan)東地區(qu)(qu)(qu)部分氧(yang)(yang)化(hua)(hua)(hua)鋁(lv)(lv)(lv)(lv)(lv)(lv)(lv)廠減(jian)產(chan)(chan)(chan)(chan)(chan)(chan)所至(zhi)(zhi)。截(jie)至(zhi)(zhi)3月(yue)13日，鋁(lv)(lv)(lv)(lv)(lv)(lv)(lv)錠主(zhu)(zhu)流消(xiao)費地社會庫(ku)(ku)存(cun)(cun)較(jiao)(jiao)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)一下(xia)(xia)降0.6萬(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)至(zhi)(zhi)86.2萬(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)，鋁(lv)(lv)(lv)(lv)(lv)(lv)(lv)棒社會庫(ku)(ku)存(cun)(cun)較(jiao)(jiao)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)一下(xia)(xia)降0.59萬(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)至(zhi)(zhi)29.75萬(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)。全(quan)國電解(jie)鋁(lv)(lv)(lv)(lv)(lv)(lv)(lv)運(yun)(yun)行產(chan)(chan)(chan)(chan)(chan)(chan)能(neng)在4378萬(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)/年(nian)附近，開(kai)(kai)(kai)工率(lv)為95.6%。近期電解(jie)鋁(lv)(lv)(lv)(lv)(lv)(lv)(lv)復產(chan)(chan)(chan)(chan)(chan)(chan)，運(yun)(yun)行產(chan)(chan)(chan)(chan)(chan)(chan)能(neng)走高，產(chan)(chan)(chan)(chan)(chan)(chan)量(liang)(liang)方面因達產(chan)(chan)(chan)(chan)(chan)(chan)時(shi)間需要，對本周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)電解(jie)鋁(lv)(lv)(lv)(lv)(lv)(lv)(lv)產(chan)(chan)(chan)(chan)(chan)(chan)量(liang)(liang)暫無明(ming)顯貢(gong)獻，周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)電解(jie)鋁(lv)(lv)(lv)(lv)(lv)(lv)(lv)產(chan)(chan)(chan)(chan)(chan)(chan)量(liang)(liang)在85.7萬(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)附近，較(jiao)(jiao)上(shang)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)增長0.06%。2月(yue)份國內電解(jie)鋁(lv)(lv)(lv)(lv)(lv)(lv)(lv)產(chan)(chan)(chan)(chan)(chan)(chan)量(liang)(liang)同比增長3.8%，環比下(xia)(xia)滑0.3%。全(quan)國冶金(jin)級氧(yang)(yang)化(hua)(hua)(hua)鋁(lv)(lv)(lv)(lv)(lv)(lv)(lv)建成總(zong)產(chan)(chan)(chan)(chan)(chan)(chan)能(neng)10502萬(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)/年(nian)，較(jiao)(jiao)上(shang)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)持(chi)平，運(yun)(yun)行總(zong)產(chan)(chan)(chan)(chan)(chan)(chan)能(neng)8826萬(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)/年(nian)，較(jiao)(jiao)上(shang)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)下(xia)(xia)調(diao)(diao)86萬(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)/年(nian)，全(quan)國氧(yang)(yang)化(hua)(hua)(hua)鋁(lv)(lv)(lv)(lv)(lv)(lv)(lv)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)開(kai)(kai)(kai)工率(lv)較(jiao)(jiao)上(shang)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)下(xia)(xia)調(diao)(diao)0.8個百(bai)分點(dian)至(zhi)(zhi)84.04%。其(qi)中(zhong)，山(shan)(shan)東地區(qu)(qu)(qu)氧(yang)(yang)化(hua)(hua)(hua)鋁(lv)(lv)(lv)(lv)(lv)(lv)(lv)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)運(yun)(yun)行產(chan)(chan)(chan)(chan)(chan)(chan)能(neng)2980萬(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)/年(nian)，周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)開(kai)(kai)(kai)工率(lv)較(jiao)(jiao)上(shang)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)下(xia)(xia)調(diao)(diao)1.53個百(bai)分點(dian)至(zhi)(zhi)91.13%；山(shan)(shan)西地區(qu)(qu)(qu)氧(yang)(yang)化(hua)(hua)(hua)鋁(lv)(lv)(lv)(lv)(lv)(lv)(lv)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)運(yun)(yun)行產(chan)(chan)(chan)(chan)(chan)(chan)能(neng)1916萬(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)/年(nian)，周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)開(kai)(kai)(kai)工率(lv)較(jiao)(jiao)上(shang)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)下(xia)(xia)調(diao)(diao)2.34個百(bai)分點(dian)至(zhi)(zhi)76.66%；河南地區(qu)(qu)(qu)氧(yang)(yang)化(hua)(hua)(hua)鋁(lv)(lv)(lv)(lv)(lv)(lv)(lv)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)運(yun)(yun)行產(chan)(chan)(chan)(chan)(chan)(chan)能(neng)811萬(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)/年(nian)，周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)開(kai)(kai)(kai)工率(lv)較(jiao)(jiao)上(shang)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)持(chi)平在67.62%；廣西地區(qu)(qu)(qu)氧(yang)(yang)化(hua)(hua)(hua)鋁(lv)(lv)(lv)(lv)(lv)(lv)(lv)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)運(yun)(yun)行產(chan)(chan)(chan)(chan)(chan)(chan)能(neng)1483萬(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)/年(nian)，周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)開(kai)(kai)(kai)工率(lv)較(jiao)(jiao)上(shang)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)上(shang)調(diao)(diao)1.51個百(bai)分點(dian)至(zhi)(zhi)89.77%。

鎳(nie)(nie)(nie)：目(mu)前Ni:1.3%Mc40%鎳(nie)(nie)(nie)礦(kuang)(kuang)(kuang)(kuang)市(shi)場(chang)(chang)價(CIF)25美元(yuan)/濕噸(dun)(dun)(dun)(dun)；Ni:1.6%Mc35%鎳(nie)(nie)(nie)礦(kuang)(kuang)(kuang)(kuang)基準價(HPM)27.47美元(yuan)/濕噸(dun)(dun)(dun)(dun)，市(shi)場(chang)(chang)價(CIF)47.47美元(yuan)/濕噸(dun)(dun)(dun)(dun)；Ni:1.8%Mc35%鎳(nie)(nie)(nie)礦(kuang)(kuang)(kuang)(kuang)基準價(HPM)34.53美元(yuan)/濕噸(dun)(dun)(dun)(dun)，市(shi)場(chang)(chang)價(CIF)54.53美元(yuan)/濕噸(dun)(dun)(dun)(dun)。本周(zhou)中(zhong)國14港(gang)港(gang)口鎳(nie)(nie)(nie)礦(kuang)(kuang)(kuang)(kuang)庫存(cun)減少44.52萬濕噸(dun)(dun)(dun)(dun)至772.5萬濕噸(dun)(dun)(dun)(dun)，降(jiang)幅5.45%。以鎳(nie)(nie)(nie)礦(kuang)(kuang)(kuang)(kuang)產地分(fen)，菲律賓鎳(nie)(nie)(nie)礦(kuang)(kuang)(kuang)(kuang)769.4萬濕噸(dun)(dun)(dun)(dun)，其他國家3.1萬濕噸(dun)(dun)(dun)(dun)；以鎳(nie)(nie)(nie)礦(kuang)(kuang)(kuang)(kuang)品位(wei)分(fen)，低鎳(nie)(nie)(nie)高(gao)(gao)鐵礦(kuang)(kuang)(kuang)(kuang)383.6萬濕噸(dun)(dun)(dun)(dun)，中(zhong)高(gao)(gao)品位(wei)鎳(nie)(nie)(nie)礦(kuang)(kuang)(kuang)(kuang)388.9萬濕噸(dun)(dun)(dun)(dun)。中(zhong)高(gao)(gao)鎳(nie)(nie)(nie)生鐵產量(liang)(liang)15.13萬噸(dun)(dun)(dun)(dun)，環比降(jiang)幅8.26%，同(tong)比增加(jia)12.43%。印尼內貿火法(fa)(fa)礦(kuang)(kuang)(kuang)(kuang)3月(yue)(yue)主(zhu)流(liu)升水為19~20美金/濕噸(dun)(dun)(dun)(dun)。3月(yue)(yue)印尼蘇拉(la)維西主(zhu)礦(kuang)(kuang)(kuang)(kuang)區雨季將陸續結(jie)束，印尼鎳(nie)(nie)(nie)礦(kuang)(kuang)(kuang)(kuang)供應呈增加(jia)預期，但下(xia)游冶煉企(qi)業剛需采購需求仍存(cun)，且(qie)3月(yue)(yue)時逢齋月(yue)(yue)，開齋節前后供應或(huo)受到(dao)一(yi)定影響，疊(die)加(jia)對于政策不確定性的(de)考慮(lv)，火法(fa)(fa)礦(kuang)(kuang)(kuang)(kuang)延續漲(zhang)價趨(qu)勢，但漲(zhang)幅相較2月(yue)(yue)有(you)一(yi)定收(shou)窄。 濕法(fa)(fa)礦(kuang)(kuang)(kuang)(kuang)方面(mian)，礦(kuang)(kuang)(kuang)(kuang)山在(zai)配額有(you)限情況下(xia)，傾向于優先出售利潤較好(hao)的(de)火法(fa)(fa)礦(kuang)(kuang)(kuang)(kuang)，主(zhu)動降(jiang)低濕法(fa)(fa)礦(kuang)(kuang)(kuang)(kuang)出售量(liang)(liang)。

豆(dou)粕

3月19日，生意社大豆基準價為4180.00元/噸，與本(ben)月初持平(ping)。

3月(yue)19日(ri)，生意社(she)豆(dou)粕基準價為(wei)3444.00元/噸，與本月(yue)初(3722.00元/噸)相比，下降了-7.47%。

海關總署數(shu)據顯示(shi)：2024年(nian)1-13月(yue)，中國(guo)進(jin)(jin)口大(da)豆數(shu)量10503.2萬(wan)噸(dun)，創歷(li)史新高，同(tong)比2023年(nian)增長6.51%，進(jin)(jin)口大(da)豆總金額527億美元(yuan)，同(tong)比下降10.98%（國(guo)際(ji)大(da)豆價格(ge)走低）。2025年(nian)1-3月(yue)，中國(guo)進(jin)(jin)口大(da)豆數(shu)1360.6萬(wan)噸(dun)，較2024年(nian)同(tong)期增長4.4%。

進口(kou)大豆到國內港口(kou)C&F報價。

單位：美元(yuan)/噸

國家糧(liang)油(you)信息(xi)中心消息(xi)：監測顯示，截至 3 月 14 日當周，國內主(zhu)要油(you)廠大(da)(da)豆壓榨量 163 萬(wan)噸(dun)，周環比上升 11萬(wan)噸(dun)，月環比下降(jiang) 31 萬(wan)噸(dun)，同比下降(jiang) 1 萬(wan)噸(dun)，較過去三年均(jun)值(zhi)上升 1 萬(wan)噸(dun)。本周部分油(you)廠大(da)(da)豆庫(ku)存趨緊、開機(ji)率可(ke)能維持低位(wei)，預(yu)計大(da)(da)豆壓榨量約 140 萬(wan)噸(dun)。

美國農業(ye)部3月供需報告(gao)：美國大豆

3月美(mei)國2024/2025年度大豆種植面積(ji)預期8710萬(wan)英畝，1月預期為(wei)8710萬(wan)英畝，環比持平；

3月美(mei)國2024/2025年度大豆(dou)收獲(huo)面積預期8610萬(wan)英畝，1月預期為(wei)8610萬(wan)英畝，環比持平；

3月美(mei)國2024/2025年(nian)度大豆單產預期50.7蒲式耳/英(ying)畝，1月預期為50.7蒲式耳/英(ying)畝，環(huan)比持平；

3月(yue)(yue)美(mei)國(guo)2024/2025年度大(da)豆產量預期43.66億蒲(pu)式(shi)耳，1月(yue)(yue)預期為43.66億蒲(pu)式(shi)耳，環比持平；

3月(yue)(yue)美國2024/2025年度大豆總供應量預期47.29億蒲(pu)式耳(er)，1月(yue)(yue)預期為(wei)47.29億蒲(pu)式耳(er)，環(huan)比持(chi)平(ping)；

3月美國2024/2025年度大豆(dou)壓(ya)榨量預(yu)(yu)期24.1億(yi)蒲(pu)式耳，1月預(yu)(yu)期為24.1億(yi)蒲(pu)式耳，環(huan)比持平；

3月(yue)美國2024/2025年(nian)度大豆出口(kou)量預(yu)期18.25億蒲式(shi)耳，1月(yue)預(yu)期為(wei)18.25億蒲式(shi)耳，環比持平；

3月美(mei)國2024/2025年度大豆總消耗(hao)量預期(qi)(qi)43.49億(yi)蒲式耳(er)，1月預期(qi)(qi)為43.49億(yi)蒲式耳(er)，環比持平(ping)；

3月美國2024/2025年度(du)大豆期(qi)末庫存預期(qi)3.8億(yi)蒲式耳，1月預期(qi)為3.8億(yi)蒲式耳，環比持平。

美大豆(dou)周(zhou)(zhou)度(du)出口報告：截至2025年3月6日當周(zhou)(zhou)，美國2024/25年度(du)大豆(dou)凈銷(xiao)量為(wei)751,700噸，顯著高于上周(zhou)(zhou)以及四(si)周(zhou)(zhou)均值。

據美(mei)國農業部(bu)（USDA）公布的(de)出(chu)(chu)口(kou)檢(jian)(jian)驗(yan)報告，截至3月(yue)13日(ri)(ri)當(dang)周，美(mei)國大(da)(da)豆出(chu)(chu)口(kou)檢(jian)(jian)驗(yan)量為64.67萬(wan)(wan)噸，上周修正后為85.36萬(wan)(wan)噸。2024/25年度(du)（始于9月(yue)1日(ri)(ri)）美(mei)國大(da)(da)豆出(chu)(chu)口(kou)檢(jian)(jian)驗(yan)累計總量為3909.82萬(wan)(wan)噸，上年同期(qi)3578.22萬(wan)(wan)噸，同比增加9.27%。

巴西外貿秘書處周五公布的(de)(de)數據顯示，2025年3月(yue)巴西大豆出(chu)口(kou)量為(wei)643萬(wan)噸，比去年3月(yue)份的(de)(de)660.8萬(wan)噸減少2.7%。考慮到3月(yue)份前(qian)三周的(de)(de)出(chu)口(kou)同比降低(di)29%，這表明3月(yue)份最后一(yi)周巴西大豆步伐顯著增長。

玉米

3月(yue)19日，生意社玉米基準(zhun)價為2215.71元/噸(dun)，與本(ben)月(yue)初(2127.14元/噸(dun))相比，上漲了4.16%。

據中國(guo)海關數據顯示：2025年1-2月玉(yu)米進口量僅(jin)18萬(wan)噸，較去年同期(qi)的(de)620萬(wan)噸驟(zou)降(jiang)97.1%（2024年同期(qi)約620萬(wan)噸）。2024年我(wo)國(guo)玉(yu)米進口總量為(wei)1364萬(wan)噸，同比(bi)大幅下降(jiang)49.7%。

據Mysteel農產品調研顯示，截至2025年3月7日，北方四(si)港(gang)(gang)玉米庫存共(gong)計505.8萬(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)，周(zhou)(zhou)環比(bi)增加(jia)1.5萬(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)；當周(zhou)(zhou)北方四(si)港(gang)(gang)下海量共(gong)計58.6萬(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)，周(zhou)(zhou)環比(bi)減(jian)少31.50萬(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)。 廣東港(gang)(gang)內貿(mao)玉米庫存共(gong)計186.3萬(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)，較(jiao)(jiao)上(shang)(shang)周(zhou)(zhou)增加(jia)30.00萬(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)；外(wai)貿(mao)庫存7.8萬(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)，較(jiao)(jiao)上(shang)(shang)周(zhou)(zhou)持平；進(jin)口(kou)高粱(liang)50.3萬(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)，較(jiao)(jiao)上(shang)(shang)周(zhou)(zhou)減(jian)少9.50萬(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)；進(jin)口(kou)大(da)麥64.7萬(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)，較(jiao)(jiao)上(shang)(shang)周(zhou)(zhou)增加(jia)2.90萬(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)。 

美國(guo)農業部(bu)3月(yue)供(gong)需(xu)報告：美國(guo)玉米

3月(yue)美國2024/2025年(nian)度玉(yu)米種植面(mian)積預期9060萬英畝，1月(yue)預期為9060萬英畝，環(huan)比(bi)持(chi)平；

3月(yue)(yue)美國2024/2025年度(du)玉(yu)米(mi)收獲面積(ji)預期8290萬英(ying)畝(mu)，1月(yue)(yue)預期為(wei)8290萬英(ying)畝(mu)，環(huan)比持平；

3月美國(guo)2024/2025年(nian)度玉米單產(chan)預期(qi)179.3蒲式(shi)耳/英畝(mu)，1月預期(qi)為179.3蒲式(shi)耳/英畝(mu)，環比持平(ping)；

3月美國2024/2025年度(du)玉(yu)米產(chan)量預期(qi)148.67億蒲式(shi)耳(er)，1月預期(qi)為148.67億蒲式(shi)耳(er)，環(huan)比(bi)持平；

3月美國(guo)2024/2025年度玉米總(zong)供應量預期(qi)166.55億蒲式(shi)耳，1月預期(qi)為166.55億蒲式(shi)耳，環比持平；

3月(yue)美國(guo)2024/2025年度(du)玉米總消(xiao)耗量(liang)預(yu)期151.15億蒲(pu)式(shi)耳(er)，1月(yue)預(yu)期為151.15億蒲(pu)式(shi)耳(er)，環比持(chi)平；

3月(yue)美國(guo)2024/2025年度(du)玉米(mi)期末庫存預期15.4億蒲式耳，1月(yue)預期為15.4億蒲式耳，環比(bi)持平。

據美國農業部（USDA）公布(bu)的出口銷(xiao)售報告截(jie)至2025年3月6日當周(zhou)，美國2024/25年度玉(yu)米凈銷(xiao)量為(wei)967,300噸，較上周(zhou)增長(chang)6%，但較四(si)周(zhou)均值減少19%。

據美國農業部（USDA）公布的出(chu)(chu)口檢驗報(bao)告，截至(zhi)3月13日當周，美國玉(yu)(yu)米(mi)出(chu)(chu)口檢驗量為165.86萬噸，上周修(xiu)正(zheng)后(hou)為184.42萬噸，2024/25年度美國玉(yu)(yu)米(mi)出(chu)(chu)口檢驗累(lei)計總量為3076.14萬噸，上一(yi)年度同期2319.04萬噸。

巴西外(wai)貿秘書處（Secex）周五公布的統計數(shu)據顯示，2025年3月份巴西玉米出口量為143.2萬噸，2024年3月全月為171.3萬噸。

原油

3月(yue)(yue)20日(ri)(ri)(ri)(ri)(ri)消(xiao)息(xi)稱(cheng)，美(mei)國(guo)(guo)總(zong)統特(te)(te)朗普給伊朗最高領袖(xiu)哈梅內(nei)伊的(de)信(xin)中包括了兩個月(yue)(yue)（內(nei)）達成(cheng)新的(de)核(he)協(xie)議(yi)的(de)最后期(qi)限。3月(yue)(yue)15日(ri)(ri)(ri)(ri)(ri)訊，美(mei)國(guo)(guo)總(zong)統特(te)(te)朗普將(jiang)于下(xia)周(zhou)在白宮會見石(shi)(shi)油(you)(you)(you)(you)(you)行(xing)業高管制定(ding)促進(jin)國(guo)(guo)內(nei)能(neng)源(yuan)生產的(de)計劃；3月(yue)(yue)13日(ri)(ri)(ri)(ri)(ri)，國(guo)(guo)際(ji)能(neng)源(yuan)署(shu)（IEA）周(zhou)四在一份月(yue)(yue)度石(shi)(shi)油(you)(you)(you)(you)(you)市場報(bao)告中表示，今年全球石(shi)(shi)油(you)(you)(you)(you)(you)供(gong)應可(ke)能(neng)超(chao)過需求(qiu)約(yue)60萬(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)/日(ri)(ri)(ri)(ri)(ri)，該機構下(xia)調了2025年的(de)需求(qiu)增(zeng)(zeng)長(chang)(chang)預(yu)測(ce)(ce)。國(guo)(guo)際(ji)能(neng)源(yuan)署(shu)（IEA）表示，如(ru)果歐佩克+延長(chang)(chang)其逐步(bu)取消(xiao)減產的(de)計劃，并且未能(neng)控制生產過剩，那么這(zhe)一盈余可(ke)能(neng)會進(jin)一步(bu)增(zeng)(zeng)加40萬(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)/日(ri)(ri)(ri)(ri)(ri)。國(guo)(guo)際(ji)能(neng)源(yuan)署(shu)（IEA）將(jiang)其2025年的(de)石(shi)(shi)油(you)(you)(you)(you)(you)需求(qiu)增(zeng)(zeng)長(chang)(chang)預(yu)測(ce)(ce)下(xia)調了7萬(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)/日(ri)(ri)(ri)(ri)(ri)，至(zhi)(zhi)100萬(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)/日(ri)(ri)(ri)(ri)(ri)左右，增(zeng)(zeng)長(chang)(chang)主要受亞(ya)洲(zhou)，特(te)(te)別是(shi)中國(guo)(guo)石(shi)(shi)化(hua)行(xing)業的(de)推動(dong)。美(mei)國(guo)(guo)至(zhi)(zhi)3月(yue)(yue)14日(ri)(ri)(ri)(ri)(ri)當(dang)周(zhou)EIA戰(zhan)略石(shi)(shi)油(you)(you)(you)(you)(you)儲備庫(ku)(ku)(ku)存(cun)(cun)增(zeng)(zeng)加27.5萬(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)至(zhi)(zhi)3.959億桶(tong)(tong)(tong)(tong)(tong)，增(zeng)(zeng)幅0.07%為2022年11月(yue)(yue)4日(ri)(ri)(ri)(ri)(ri)當(dang)周(zhou)以(yi)來(lai)(lai)最高，原油(you)(you)(you)(you)(you)出(chu)口量(liang)為2024年12月(yue)(yue)13日(ri)(ri)(ri)(ri)(ri)當(dang)周(zhou)以(yi)來(lai)(lai)最高，除卻戰(zhan)略儲備的(de)商業原油(you)(you)(you)(you)(you)進(jin)口量(liang)為2023年3月(yue)(yue)24日(ri)(ri)(ri)(ri)(ri)當(dang)周(zhou)以(yi)來(lai)(lai)最低，除卻戰(zhan)略儲備的(de)商業原油(you)(you)(you)(you)(you)庫(ku)(ku)(ku)存(cun)(cun)為2024年7月(yue)(yue)12日(ri)(ri)(ri)(ri)(ri)當(dang)周(zhou)以(yi)來(lai)(lai)最高。消(xiao)息(xi)面(mian)上，由(you)于需求(qiu)開(kai)(kai)始季節性(xing)增(zeng)(zeng)長(chang)(chang)，歐佩克+決定(ding)從4月(yue)(yue)份開(kai)(kai)始部分增(zeng)(zeng)產；同時(shi)，美(mei)國(guo)(guo)對(dui)加拿大(da)、墨西哥和中國(guo)(guo)征收關稅(shui)以(yi)及(ji)中國(guo)(guo)報(bao)復性(xing)關稅(shui)，美(mei)國(guo)(guo)暫停對(dui)烏(wu)克蘭(lan)提供(gong)軍事援助。美(mei)國(guo)(guo)至(zhi)(zhi)3月(yue)(yue)14日(ri)(ri)(ri)(ri)(ri)當(dang)周(zhou)石(shi)(shi)油(you)(you)(you)(you)(you)鉆井總(zong)數(shu)487口，前(qian)(qian)值(zhi)486口；當(dang)周(zhou)天(tian)然氣(qi)鉆井總(zong)數(shu)100口，前(qian)(qian)值(zhi)101口，當(dang)周(zhou)API原油(you)(you)(you)(you)(you)庫(ku)(ku)(ku)存(cun)(cun) 459.3萬(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)，預(yu)期(qi)88.7萬(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)，前(qian)(qian)值(zhi)424.7萬(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)；當(dang)周(zhou)API投產原油(you)(you)(you)(you)(you)量(liang) 0.6萬(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)/日(ri)(ri)(ri)(ri)(ri)，前(qian)(qian)值(zhi)37.3萬(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)/日(ri)(ri)(ri)(ri)(ri)；當(dang)周(zhou)API成(cheng)品油(you)(you)(you)(you)(you)進(jin)口 -16.5萬(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)/日(ri)(ri)(ri)(ri)(ri)，前(qian)(qian)值(zhi)18.6萬(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)/日(ri)(ri)(ri)(ri)(ri)；當(dang)周(zhou)API原油(you)(you)(you)(you)(you)進(jin)口7.1萬(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)，前(qian)(qian)值(zhi)38.1萬(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)；當(dang)周(zhou)API取暖油(you)(you)(you)(you)(you)庫(ku)(ku)(ku)存(cun)(cun) 44.5萬(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)，前(qian)(qian)值(zhi)2.3萬(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)；當(dang)周(zhou)API精煉油(you)(you)(you)(you)(you)庫(ku)(ku)(ku)存(cun)(cun) -214.6萬(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)，預(yu)期(qi)-26.9萬(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)，前(qian)(qian)值(zhi)42.1萬(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)；當(dang)周(zhou)API汽油(you)(you)(you)(you)(you)庫(ku)(ku)(ku)存(cun)(cun) -170.8萬(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)，預(yu)期(qi)-235萬(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)，前(qian)(qian)值(zhi)-456萬(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)；當(dang)周(zhou)API庫(ku)(ku)(ku)欣原油(you)(you)(you)(you)(you)庫(ku)(ku)(ku)存(cun)(cun) -114.1萬(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)，前(qian)(qian)值(zhi)-119.6萬(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)。

PTA

現(xian)貨(huo)方面，3月(yue)(yue)20日，華(hua)東現(xian)貨(huo)PTA收(shou)漲(zhang)至4845元/噸(dun)(dun)。國內(nei)供需(xu)維持偏(pian)緊格局，整體估值偏(pian)低，然下游(you)聚(ju)(ju)酯(zhi)(zhi)(zhi)端(duan)表(biao)現(xian)不及預期(qi)，產(chan)(chan)銷難以持續(xu)，華(hua)東PTA現(xian)貨(huo)商談價(jia)格在(zai)4800-4900。。截(jie)(jie)至3月(yue)(yue)7日，行業平(ping)(ping)均開工(gong)(gong)為73.6%，環(huan)(huan)比-4.6%；國內(nei)PTA周(zhou)(zhou)(zhou)產(chan)(chan)量(liang)133.68萬(wan)(wan)噸(dun)(dun)，較(jiao)上周(zhou)(zhou)(zhou)-2.43萬(wan)(wan)噸(dun)(dun)；下游(you)聚(ju)(ju)酯(zhi)(zhi)(zhi)行業周(zhou)(zhou)(zhou)度平(ping)(ping)均開工(gong)(gong)87.84%，較(jiao)上周(zhou)(zhou)(zhou)+0.48%；PTA社(she)會庫存(cun)量(liang)約在(zai)499.45萬(wan)(wan)噸(dun)(dun)，環(huan)(huan)比-8.16萬(wan)(wan)噸(dun)(dun)；本周(zhou)(zhou)(zhou)期(qi)聚(ju)(ju)酯(zhi)(zhi)(zhi)行業周(zhou)(zhou)(zhou)產(chan)(chan)量(liang)：148.33萬(wan)(wan)噸(dun)(dun)，較(jiao)上周(zhou)(zhou)(zhou)+1.22萬(wan)(wan)噸(dun)(dun)，環(huan)(huan)比漲(zhang)0.83%。中國聚(ju)(ju)酯(zhi)(zhi)(zhi)行業周(zhou)(zhou)(zhou)度平(ping)(ping)均產(chan)(chan)能利用(yong)率：87.84%，環(huan)(huan)比漲(zhang)0.48%。截(jie)(jie)至3月(yue)(yue)7日，據(ju)隆眾(zhong)資訊(xun)生產(chan)(chan)成(cheng)本計(ji)算(suan)模型，PTA成(cheng)本平(ping)(ping)均在(zai)4620.47元/噸(dun)(dun)，環(huan)(huan)比-144.46元/噸(dun)(dun)，現(xian)貨(huo)周(zhou)(zhou)(zhou)均加(jia)工(gong)(gong)費323元/噸(dun)(dun)（+55）；截(jie)(jie)至3月(yue)(yue)7日，PTA社(she)會庫存(cun)542.3萬(wan)(wan)噸(dun)(dun)，環(huan)(huan)比下降5.8萬(wan)(wan)噸(dun)(dun)。聚(ju)(ju)酯(zhi)(zhi)(zhi)工(gong)(gong)廠原料庫存(cun)9.90天(tian)，較(jiao)上月(yue)(yue)末-3.88%。終(zhong)端(duan)新增訂單(dan)有限，江浙織(zhi)機(ji)開工(gong)(gong)緩步提(ti)升(sheng)，聚(ju)(ju)酯(zhi)(zhi)(zhi)產(chan)(chan)銷整體平(ping)(ping)淡，長絲(si)庫存(cun)繼(ji)續(xu)累(lei)積，聚(ju)(ju)酯(zhi)(zhi)(zhi)負荷低于(yu)預期(qi)，下游(you)需(xu)求恢復偏(pian)慢。

純(chun)堿

3月(yue)(yue)19日(ri)，國(guo)內(nei)純(chun)(chun)(chun)堿(jian)(jian)(jian)(jian)市場行(xing)(xing)情(qing)暫(zan)顯平穩，市場成交氣氛一般。截至目(mu)前(qian)，華(hua)(hua)東地(di)區輕質純(chun)(chun)(chun)堿(jian)(jian)(jian)(jian)價(jia)(jia)格(ge)(ge)在(zai)1400-1500元(yuan)(yuan)/噸(dun)(dun)，重質純(chun)(chun)(chun)堿(jian)(jian)(jian)(jian)價(jia)(jia)格(ge)(ge)在(zai)1500-1650元(yuan)(yuan)/噸(dun)(dun)；華(hua)(hua)中地(di)區輕質純(chun)(chun)(chun)堿(jian)(jian)(jian)(jian)價(jia)(jia)格(ge)(ge)在(zai)1300-1500元(yuan)(yuan)/噸(dun)(dun)，重質純(chun)(chun)(chun)堿(jian)(jian)(jian)(jian)價(jia)(jia)格(ge)(ge)在(zai)1550-1600元(yuan)(yuan)/噸(dun)(dun)。青(qing)海地(di)區個(ge)別(bie)純(chun)(chun)(chun)堿(jian)(jian)(jian)(jian)裝置減(jian)(jian)(jian)量(liang)運行(xing)(xing)，供應端(duan)維(wei)持低位調整；下游(you)(you)企(qi)業采購仍以低價(jia)(jia)剛需為(wei)主，對高(gao)價(jia)(jia)純(chun)(chun)(chun)堿(jian)(jian)(jian)(jian)接受度不高(gao)。鋼聯數據顯示(shi)，3月(yue)(yue)14日(ri)當周純(chun)(chun)(chun)堿(jian)(jian)(jian)(jian)整體(ti)開工率為(wei)83.29%，環(huan)比(bi)下降(jiang)5.75個(ge)百(bai)分點，同(tong)比(bi)減(jian)(jian)(jian)少7.72個(ge)百(bai)分點；周度產量(liang)為(wei)69.79萬(wan)(wan)(wan)噸(dun)(dun)，環(huan)比(bi)減(jian)(jian)(jian)少5%，同(tong)比(bi)減(jian)(jian)(jian)少6.59%。供給(gei)方面，據隆眾(zhong)資訊，截至3月(yue)(yue)10日(ri)，純(chun)(chun)(chun)堿(jian)(jian)(jian)(jian)廠家周度產量(liang)69.79萬(wan)(wan)(wan)噸(dun)(dun)，環(huan)比(bi)減(jian)(jian)(jian)少3.68萬(wan)(wan)(wan)噸(dun)(dun)。下游(you)(you)浮法(fa)玻(bo)璃開工率變動不大。庫(ku)存來看，3月(yue)(yue)10日(ri)，國(guo)內(nei)純(chun)(chun)(chun)堿(jian)(jian)(jian)(jian)廠家總庫(ku)存173.88萬(wan)(wan)(wan)噸(dun)(dun)，較上周四減(jian)(jian)(jian)少2.11萬(wan)(wan)(wan)噸(dun)(dun)，跌幅(fu)1.20%。輕質純(chun)(chun)(chun)堿(jian)(jian)(jian)(jian)84萬(wan)(wan)(wan)噸(dun)(dun)，環(huan)比(bi)下降(jiang)1.53萬(wan)(wan)(wan)噸(dun)(dun)，跌幅(fu)1.79%。重質純(chun)(chun)(chun)堿(jian)(jian)(jian)(jian)89.88萬(wan)(wan)(wan)噸(dun)(dun)，環(huan)比(bi)下降(jiang)0.58萬(wan)(wan)(wan)噸(dun)(dun)，下降(jiang)0.64%。

玻璃

季節(jie)性旺季來臨，但區域產(chan)(chan)銷仍(reng)然(ran)分(fen)化。近(jin)日(ri)(ri)沙(sha)河(he)情緒高漲，單(dan)華(hua)(hua)(hua)中(zhong)、華(hua)(hua)(hua)東、華(hua)(hua)(hua)南表現欠佳。據SMM了解，安(an)徽(hui)鳳陽地(di)區計劃于3月(yue)10日(ri)(ri)新增(zeng)(zeng)(zeng)1200噸(dun)/天(tian)窯(yao)爐點(dian)火，本(ben)次點(dian)火窯(yao)爐為(wei)光伏玻(bo)璃(li)(li)(li)入行(xing)新企業(ye)，之前主要產(chan)(chan)品為(wei)水(shui)泥、建材等，投產(chan)(chan)后安(an)徽(hui)地(di)區光伏玻(bo)璃(li)(li)(li)窯(yao)爐產(chan)(chan)能將增(zeng)(zeng)(zeng)至(zhi)54470噸(dun)/天(tian)。現貨方面，據金十數據，截至(zhi)3月(yue)19日(ri)(ri)，國內5mm浮法玻(bo)璃(li)(li)(li)市(shi)場(chang)(chang)整體呈現弱勢(shi)(shi)震蕩(dang)態(tai)勢(shi)(shi)。華(hua)(hua)(hua)東地(di)區市(shi)場(chang)(chang)重(zhong)(zhong)心(xin)小幅(fu)(fu)回調(diao)，價(jia)格上(shang)漲10元(yuan)/噸(dun)至(zhi)1360元(yuan)/噸(dun)，下游采購意(yi)愿略有(you)回暖；山東地(di)區廠家出貨情況較好，報價(jia)上(shang)調(diao)20元(yuan)/噸(dun)，市(shi)場(chang)(chang)交(jiao)投尚可。華(hua)(hua)(hua)北沙(sha)河(he)地(di)區價(jia)格基本(ben)穩定，部(bu)分(fen)小板規格價(jia)格略有(you)松動(dong)；其他(ta)地(di)區多數企業(ye)仍(reng)以保價(jia)為(wei)主，整體成交(jiao)氛圍(wei)依舊偏淡。當前浮法玻(bo)璃(li)(li)(li)市(shi)場(chang)(chang)供(gong)需矛(mao)盾仍(reng)存，價(jia)格維持窄幅(fu)(fu)波動(dong)。供(gong)應(ying)方面，3月(yue)13日(ri)(ri)訊，本(ben)周浮法玻(bo)璃(li)(li)(li)行(xing)業(ye)平均(jun)開工率(lv)環(huan)比(bi)(bi)(bi)增(zeng)(zeng)(zeng)0.05%至(zhi)76.43%，平均(jun)產(chan)(chan)能利用率(lv)增(zeng)(zeng)(zeng)0.54%至(zhi)78.88%，上(shang)周全國浮法玻(bo)璃(li)(li)(li)產(chan)(chan)量(liang)(liang)110.72萬(wan)(wan)噸(dun)，創兩個(ge)月(yue)高位，環(huan)比(bi)(bi)(bi)增(zeng)(zeng)(zeng)加(jia)0.69%，但同比(bi)(bi)(bi)下降9.16%。截止(zhi)到(dao)3月(yue)13日(ri)(ri)，全國浮法玻(bo)璃(li)(li)(li)樣本(ben)企業(ye)總庫(ku)存 7025.7 萬(wan)(wan)重(zhong)(zhong)箱(xiang)，環(huan)比(bi)(bi)(bi)增(zeng)(zeng)(zeng)加(jia) 70.9 萬(wan)(wan)重(zhong)(zhong)箱(xiang)，環(huan)比(bi)(bi)(bi)漲幅(fu)(fu) 1.02%，同比(bi)(bi)(bi)漲幅(fu)(fu) 11.90%，折庫(ku)存天(tian)數 32 天(tian)，較上(shang)期增(zeng)(zeng)(zeng)加(jia) 0.1 天(tian)，重(zhong)(zhong)點(dian)監測(ce)省份生產(chan)(chan)企業(ye)庫(ku)存總量(liang)(liang) 6260 萬(wan)(wan)重(zhong)(zhong)量(liang)(liang)箱(xiang)，較上(shang)周四庫(ku)存增(zeng)(zeng)(zeng)加(jia) 92 萬(wan)(wan)重(zhong)(zhong)量(liang)(liang)箱(xiang)，增(zeng)(zeng)(zeng)幅(fu)(fu) 1.49%，庫(ku)存天(tian)數約 32.49 天(tian)，較上(shang)周四增(zeng)(zeng)(zeng)加(jia) 0.11 天(tian)。

苯乙(yi)烯(xi)

現貨方(fang)面，3月(yue)(yue)(yue)17日，苯乙烯(xi)參考價為8376.00元(yuan)/噸(dun)(dun)(dun)(dun)(dun)，與3月(yue)(yue)(yue)1日（8650.00元(yuan)/噸(dun)(dun)(dun)(dun)(dun)）相比(bi)，下(xia)降了(le)3.17%。國內(nei)供(gong)應(ying)有(you)縮量預期(qi)(qi)，供(gong)需維(wei)持偏緊格局。供(gong)應(ying)方(fang)面，從現有(you)檢(jian)修(xiu)(xiu)計(ji)劃看，供(gong)應(ying)依(yi)然(ran)充足(zu)。據隆眾資(zi)訊截(jie)(jie)至3月(yue)(yue)(yue)13日，中(zhong)(zhong)國苯乙烯(xi)工(gong)(gong)廠(chang)整體產量在(zai) 34.32 萬(wan)噸(dun)(dun)(dun)(dun)(dun)，較(jiao)上期(qi)(qi)降 0.37 萬(wan)噸(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)比(bi) - 1.07%；工(gong)(gong)廠(chang)產能(neng)(neng)(neng)利用(yong)率(lv)(lv) 74.92%，環(huan)(huan)比(bi) - 0.82%。按計(ji)劃表(biao)，苯乙烯(xi)檢(jian)修(xiu)(xiu)損失量將逐步增長，并(bing)在(zai)4月(yue)(yue)(yue)達到峰值，若計(ji)劃內(nei)檢(jian)修(xiu)(xiu)能(neng)(neng)(neng)如期(qi)(qi)兌現，苯乙烯(xi)開工(gong)(gong)率(lv)(lv)將于3月(yue)(yue)(yue)底(di)開始不斷下(xia)滑；截(jie)(jie)至3月(yue)(yue)(yue)13日，中(zhong)(zhong)國苯乙烯(xi)工(gong)(gong)廠(chang)樣(yang)本庫(ku)(ku)(ku)(ku)存量24.62萬(wan)噸(dun)(dun)(dun)(dun)(dun)，較(jiao)上一周期(qi)(qi)減少(shao)0.18萬(wan)噸(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)比(bi)減少(shao)0.71%，樣(yang)本企業工(gong)(gong)廠(chang)庫(ku)(ku)(ku)(ku)存小幅(fu)(fu)減少(shao)；截(jie)(jie)至3月(yue)(yue)(yue)16日，華(hua)東港(gang)口(kou)(kou)庫(ku)(ku)(ku)(ku)存17.80萬(wan)噸(dun)(dun)(dun)(dun)(dun)，較(jiao)前(qian)一周減少(shao)1.21萬(wan)噸(dun)(dun)(dun)(dun)(dun)；華(hua)東港(gang)口(kou)(kou)貿易庫(ku)(ku)(ku)(ku)存14.89萬(wan)噸(dun)(dun)(dun)(dun)(dun)，較(jiao)前(qian)一周減少(shao)0.97萬(wan)噸(dun)(dun)(dun)(dun)(dun)，港(gang)口(kou)(kou)庫(ku)(ku)(ku)(ku)存逐步見頂(ding)回落(luo)；下(xia)游EPS 產能(neng)(neng)(neng)利用(yong)率(lv)(lv) 56.34%，環(huan)(huan)比(bi) - 6%；PS 產能(neng)(neng)(neng)利用(yong)率(lv)(lv) 65.5%，環(huan)(huan)比(bi) + 2.6%；ABS 產能(neng)(neng)(neng)利用(yong)率(lv)(lv) 73%，環(huan)(huan)比(bi) - 1.4%。截(jie)(jie)至3月(yue)(yue)(yue)10日，江蘇苯乙烯(xi)港(gang)口(kou)(kou)樣(yang)本庫(ku)(ku)(ku)(ku)存總量18.6萬(wan)噸(dun)(dun)(dun)(dun)(dun)，較(jiao)上周期(qi)(qi)減少(shao)0.81萬(wan)噸(dun)(dun)(dun)(dun)(dun)，幅(fu)(fu)度(du)-4.17%。商品量庫(ku)(ku)(ku)(ku)存在(zai)12.4萬(wan)噸(dun)(dun)(dun)(dun)(dun)，較(jiao)上周期(qi)(qi)減少(shao)0.56萬(wan)噸(dun)(dun)(dun)(dun)(dun)，幅(fu)(fu)度(du)-4.32%。

甲醇

現貨(huo)(huo)方面，3月17日，江蘇太倉現貨(huo)(huo)成(cheng)交(jiao)(jiao)2675-2700元(yuan)(yuan)/噸(dun)(dun)出庫(ku)(ku)(ku)(ku)，常(chang)州(zhou)(zhou)地(di)區(qu)(qu)(qu)進口(kou)甲(jia)醇可流(liu)(liu)通量幾無；內(nei)地(di)送到常(chang)州(zhou)(zhou)周(zhou)(zhou)邊(bian)價格參(can)考2680-2690元(yuan)(yuan)/噸(dun)(dun)；靖江地(di)區(qu)(qu)(qu)上午(wu)成(cheng)交(jiao)(jiao)價格參(can)考2680-2690元(yuan)(yuan)/噸(dun)(dun)。南(nan)通地(di)區(qu)(qu)(qu)甲(jia)醇主(zhu)流(liu)(liu)商家成(cheng)交(jiao)(jiao)價格參(can)考2700元(yuan)(yuan)/噸(dun)(dun)附近(jin)出庫(ku)(ku)(ku)(ku)現匯。寧波地(di)區(qu)(qu)(qu)甲(jia)醇進口(kou)貨(huo)(huo)小單參(can)考2750-2770元(yuan)(yuan)/噸(dun)(dun)附近(jin)。截(jie)至2025年3月19日，中國甲(jia)醇港(gang)口(kou)庫(ku)(ku)(ku)(ku)存(cun)總(zong)量在(zai)(zai)80.01萬(wan)噸(dun)(dun)，較(jiao)上一(yi)期數據(ju)減(jian)少(shao)11.1萬(wan)噸(dun)(dun)。其(qi)中，華(hua)東地(di)區(qu)(qu)(qu)去庫(ku)(ku)(ku)(ku)，庫(ku)(ku)(ku)(ku)存(cun)減(jian)少(shao)8.7萬(wan)噸(dun)(dun)；華(hua)南(nan)地(di)區(qu)(qu)(qu)去庫(ku)(ku)(ku)(ku)，庫(ku)(ku)(ku)(ku)存(cun)減(jian)少(shao)2.4萬(wan)噸(dun)(dun)。本周(zhou)(zhou)甲(jia)醇港(gang)口(kou)庫(ku)(ku)(ku)(ku)存(cun)繼續(xu)如期大幅去庫(ku)(ku)(ku)(ku)，顯性(xing)外輪(lun)卸貨(huo)(huo)維持低位，江蘇沿江主(zhu)流(liu)(liu)區(qu)(qu)(qu)域在(zai)(zai)大型終(zhong)(zhong)端汽運提貨(huo)(huo)助(zhu)力下(xia)提貨(huo)(huo)量明顯增加，南(nan)京地(di)區(qu)(qu)(qu)大型終(zhong)(zhong)端則仍(reng)有(you)較(jiao)多管(guan)輸原料來自于非顯性(xing)庫(ku)(ku)(ku)(ku)區(qu)(qu)(qu)；浙(zhe)江地(di)區(qu)(qu)(qu)寧波碼頭卸貨(huo)(huo)速度仍(reng)較(jiao)一(yi)般，但剛需穩定消(xiao)耗下(xia)同(tong)步去庫(ku)(ku)(ku)(ku)。本周(zhou)(zhou)華(hua)南(nan)港(gang)口(kou)庫(ku)(ku)(ku)(ku)存(cun)繼續(xu)去庫(ku)(ku)(ku)(ku)。廣(guang)東地(di)區(qu)(qu)(qu)周(zhou)(zhou)內(nei)進口(kou)及內(nei)貿均有(you)補充，主(zhu)流(liu)(liu)庫(ku)(ku)(ku)(ku)區(qu)(qu)(qu)提貨(huo)(huo)在(zai)(zai)周(zhou)(zhou)邊(bian)市場需求(qiu)提振(zhen)下(xia)有(you)所增加，使得(de)庫(ku)(ku)(ku)(ku)存(cun)下(xia)降(jiang)。福(fu)建地(di)區(qu)(qu)(qu)周(zhou)(zhou)內(nei)暫無船只抵港(gang)，當(dang)地(di)下(xia)游剛需消(xiao)耗，從而呈現去庫(ku)(ku)(ku)(ku)。

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