-- 根據《金融時報》週二引述貿易消息人士報道,中國國有石油巨頭計劃最早於5月恢復汽油、柴油和航空燃油的出口,此舉有望緩解中東衝突持續造成的全球供應緊張。 中國最大的煉油企業已申請下個月的出口許可證。此舉標誌著中國正逐步放棄衝突初期所實施的實際出口禁令。該禁令旨在保護地緣政治動盪時期的石油供應。 通報引述Kpler的數據稱,在衝突爆發前,中國是亞太地區成品油的主要供應國,日出口量約80萬桶。北京是澳洲、日本、越南、菲律賓和孟加拉等國的主要成品油供應國。 作為全球第二大石油消費國,中國正準備最快於5月恢復出口,預計出口將主要集中在亞洲,因為亞洲的供應短缺問題日益嚴重。 亞洲受持續能源危機衝擊最為嚴重,該地區煉油廠約80%的供應依賴進口。中東地區約佔這些進口量的一半,使得該地區極易受到供應中斷的影響。已聯繫國務院新聞辦公室尋求置評。 中國已開始出於人道主義考慮,向部分鄰國有限度地出售燃料,凸顯了其作為亞洲唯一擁有足夠煉油能力大規模出口的經濟體的地位。 同時,國際貿易機構表示,多家中國國有煉油企業近期獲得了新的出口配額,顯示海外出口正在全面重啟。 儘管在衝突爆發前已建立了創紀錄的庫存,但中國對大宗商品供應風險仍保持高度謹慎,這凸顯了北京方面對市場穩定的持續擔憂。 上個月,當局也加強了對某些化肥混合物的管控,進一步強化了針對關鍵策略性大宗商品的供應管理措施。 (市場動態新聞來自與全球市場專業人士的對話。這些資訊據信來自可靠來源,但可能包含傳聞和推測。準確性無法保證。)
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