报告行业投资评级 - 未提及相关内容 报告的核心观点 - 未提及相关内容 根据相关目录分别进行总结 LPG价格及价差 - 11月19日主力PG2512价格4394,较前一日涨43,涨幅0.99%;PG2601价格4327,涨37,涨幅0.86%;PG2602价格4204,涨38,涨幅0.91%;PG2603价格4038,涨35,涨幅0.87% [2] - PG12 - 01价差6,较前一日涨6,涨幅9.84%;PG12 - 02价差190,涨5,涨幅2.70%;PG12 - 03价差356,涨8,涨幅2.30% [2] - 华南现货(民用气)价格4400,较前一日跌100,跌幅2.22%;可交割现货价格4310,与前一日持平 [2] - 基差:可交割现货 - PG12为 - 84,较前一日跌43,涨幅104.88%;华南现货 - PG12为6,较前一日跌143,跌幅95.97% [2] LPG外盘价格 - FEI掉期M1合约现值502.5,较前值跌8.5,跌幅1.66%;FEI掉期MS合约现值497.5,跌7,跌幅1.39% [2] - CP掉期M1合约现值487.3,较前值跌8.7,跌幅1.76%;CP掉期M2合约现值487.4,跌6.9,跌幅1.39% [2] LPG库存(周度) - LPG炼厂库容比25.7%,较前值跌0.1%,跌幅0.31%;LPG进口库存282万吨,较前值跌16.9万吨,跌幅5.66% [2] - LPG港口库容比46.0%,较前值跌2.8%,跌幅5.66% [2] LPG上下游开工率(周度) - 上游 - 主营炼厂开工率78.31%,较前值跌0.3%,跌幅0.42%;样本企业周度产销率101%,与前值持平 [2] - 下游 - PDH开工率71.7%,较前值跌3.7%,跌幅4.92%;下游 - MTBE开工率70.3%,较前值涨1.7%,涨幅2.48% [2] - 下游 - 烷基化开工率40.6%,较前值跌1.0%,跌幅2.36% [2]
LPG产业数据日报-20251120
广发期货·2025-11-20 09:01