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两桶油开启价格战加速行业洗牌 9日成品油价下调几近定局

2017-06-08 10:52:11   

隆众石化网分析师赵桂珍在接受《证券日报》记者采访时表示,进入6月份,将有上千吨的检修装置恢复重启,而沿海地区进入“休渔期”,船用柴油需求大幅下挫。在地炼出口配额取消的形势下,市场销售压力倍增,零售加油站的促销或将成为常态化。

而随着两桶油成品油价格战不断升级,对民营加油站也造成了较大冲击。

据华东一处民营加油站介绍,由于主营加油站大幅降价,民营加油站现在呈现一种半死不活的状态,优惠幅度高达1.6-2.0元/升,个别最高在华南优惠幅度达到2.1元/升。

据了解,当前连云港柴油4.1元/升,沭阳为4.3元/升。部分客户反应提货价在3.9元/升,销售价为4.1元/升,每升赚0.2元。为了刺激走量,民营加油站也是各出奇招:“送手套,送水,甚至小单也可以赊账”。

赵桂珍认为,随着2017年地方炼厂出口配额取消,为寻找出路,以山东地炼为首的地方性炼厂,开始迅速布局终端加油站行业,致使主营加油站市场占有率相应下降。此外,主营货源供应承压,降价排库,通过价格优势达到强势对抗民营油站的目的。

她还指出,两桶油的价格战将加速行业重新洗牌,趁机以优越的价格收购部分民营加油站,完成行业重新布局的目标。

明日成品油价下调成定局

近段时间以来,欧佩克产油国内部出现裂缝导致中东局势紧张,国际油价创下近一个月新低。

许磊指出,自从OPEC以及俄罗斯在内的产油国同意将减产协议延长9个月以来,布伦特原油价格已经下跌近8%,美国原油产量持续增加已经全部抵消了欧佩克减产的努力。市场供应过剩的疑虑难以消除,中东紧张局势可能影响全球减产协议执行。

同时,由于美国页岩油增产、全球库存居高不下,国际油价在OPEC会议后不断走低,导致本次成品油价再次趋于下降。

截至6月7日本轮第8个工作日,中宇资讯测算原油变化率为-2.43%,原油估价49.538美元/桶,较基准价跌1.235美元/桶,暂预计6月9日24时成品油零限价下调110元/吨。

如果此轮成品油零限价格落实后,据中宇资讯统计的除海南省外我国大部分省份92#汽油最高零售升价将在6.17-6.26元/升,0#柴油最高零售升价在5.75-5.91元/升,加上目前两桶油优惠幅度在1元/升-1.5元/升不等,国内汽油零售价格较低。

许磊表示,此轮计价周期内的主营以及山东地炼成品油市场处于弱势下滑的态势,国内供需面矛盾突出。尽管近期国内终端加油站优惠促销力度较大,但是整体处于盈利的状态。

隆众石化网分析师李彦还向《证券日报》记者表示,下一轮调价窗口将于2017年6月23日24时开启,也将是6月份的最后一次调价。目前来看,由于国际油价走势不稳,下一轮调价是涨是跌尚不明朗。不过中石化等加油站的降价举动至少会持续到7月份,对于消费者来说,近期可以畅享低价盛宴了。

(责编:王子侯、夏晓伦)

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