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原油六连跌 国内油价调整或二度搁浅

2017-04-26 10:16:16   经济参考报

国际原油的六日连跌,让国内油价调整的预期从上涨转为搁浅。《经济参考报》记者从多家社会监测机构了解到,目前原油变化率对应的成品油调价幅度不足50元/吨,4月26日国内油价调整二度搁浅已无悬念。受此影响,国内成品油批发市场一路下行,在“五一”假期的带动下,预计国内油价零售将延续前期促销态势,车主可享受“低油价”出行。

4月25日,国际原油价格亚洲时段小幅反弹,但市场依旧承压。此前,油价已经连续六个交易日下滑,截至4月24日收盘时,纽约商品交易所5月交货的轻质原油期货价格下跌0.39美元,收于每桶49.23美元,跌幅为0.8%。6月交货的伦敦布伦特原油期货价格下跌0.36美元,收于每桶51.60美元,跌幅为0.7%。

原油市场仍然苦于去化过剩供应。目前仍没有石油输出国组织(OPEC)将减产协议延长至今年底的确凿证据,且俄罗斯暗示若OPEC限产协议不延长,该国的产油量可能升至30年来最高水准。而美国油田技术服务公司贝克休斯21日发布的数据显示,上周美国运营的油田钻井数量连续第14周上涨,这将提振美国5月页岩油产量创下逾两年来最大月度增幅。

受此带动,国内油价调整参考的原油变化率一路收窄。中宇资讯监测模型显示,本轮调价由第一个工作日的上调150元/吨缩窄至第九个工作日的40元/吨,“最终幅度或缩窄至20-30元/吨左右,26日24时国内成品油调价搁浅已成定局。”中宇资讯分析师孙晓飞称,而且,下一轮成品油调价目前已呈现宽幅的下调预期,预测幅度在-130元/吨左右。

隆众资讯监测的原油变化率则为1.36%,预计对应上调幅度45元/吨。该机构分析师李彦也表示,调价窗口开启当天,对应的调价可能在30-40元/吨,因调价幅度不足50元/吨而搁浅,这将是年内第二次搁浅,届时今年的成品油调价格局将改写为“三涨三跌两搁浅”。

孙晓飞介绍说,目前主营批发环节销售压力仍较大,加之原油持续走跌导致业者拿货热情不高,后期主营批发环节油价或继续走跌。但地方炼厂方面,受节假日高速危化品车辆限行影响,山东地炼近日业者囤货现象较多,炼厂油价趁机推涨。而目前批零价差仍较大,零售依旧是主营市场主要的利润来源,后期在“五一”假期带动下,预计部分地区加油站促销活动或继续展开,车主可享受“低油价”欢乐出行。记者 王璐 北京报道

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