发改委在上调成品油消费税的基础上再次下调了国内成品油的出厂价格,相当于成品油合计下调了将近2000元/吨,石油化工行业过去3个月的炼油暴利开始回归理性。在终端零售方面,流通环节价差有一定程度的减少。由于现在可以下浮销售,因此在成品油总体需求不佳的情况下,国内加油站有打价格战的可能,我们预计实际降幅可能会更高。 Development and Reform Commission raised the refined oil consumption tax on the basis of once again cut the domestic refined oil prices, which is equivalent to a total reduction of refined oil nearly 2,000 yuan / ton, the petrochemical industry over the past three months began to return to rational oil refining profits. Retail sales in the terminal, the spread of the spread has been reduced to some extent. With the current downward float sales, there is a possibility of price war at domestic gas stations under the overall poor demand of refined products. We expect the actual drop may be even higher.