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中信期货：原油供应偏紧格局延续，关注美伊地缘走向_我的网站

A |     (ECNS)-- A fully scheduled China-Europe freight train departed Zhengzhou, Henan Province, on Saturday bound for Hamburg, Germany, cutting transit time by more than 30%.      Unlike previous trains that faced long, unpredictable waiting times at borders for customs coordination and cargo reloading, the new service runs on a pre-agreed cross-border schedule with railway authorities across the route.        Journey time from Zhengzhou to Hamburg has dropped from 15 days to just 11 days, offering “high-speed rail” efficiency for cargo.     A 24/7 multilingual team coordinates across time zones to address delays, providing reliable, cost-effective delivery compared with airfreight. The weekly service transports goods to destinations including Malaszewicze in Poland and Hamburg in Germany.     (By Helen Mo, intern Lin Qiaochu)                    。

B |     市场预期近期相对紧张的美伊地缘局势存在降温的可能，美伊双方恢复谅解备忘录的概率有所增加，油价单日大幅回调。8月以来双方极限施压博弈但并未完全关闭谈判窗口，地缘预期持续摇摆，但由于中东原油发运仍偏低，全球原油库存持续下滑，后续若和谈及海峡复航预期迟迟未能兑现，现实层面的持续短缺下价格上行风险仍在累积；若和谈推进顺利，在国内外成品油库存较低、霍尔木兹海峡内部挤压船货偏少的背景下，利空冲击的程度预计不及今年6月，地缘摇摆背景下等待价格回...。

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Published on:10:46:06