Large oil companies in East China and North China may stop production and overhaul in the middle and late ten days of January

Introduction: according to the information of fude.com, it is understood that some large-scale oil processing and production enterprises in East China and North China may shut down production and maintenance equipment in the middle and last ten days of January, which are mainly concentrated in Shandong and Jiangsu According to the analysis, the arrival of imported soybeans may be stagnant for a period of time after December 20 (it is optimistic that the imported soybeans will fall to the end of January for recovery), while the domestic coastal large-scale oil processing and production enterprises mainly use the imported soybeans as the main raw materials In December 12 In the absence of a substantial increase in imported soybeans in June, the raw material supply of these oil companies may be in short supply, which we think is the main reason for oil companies to consider stopping production and overhaul in this period In addition, as the processing profit of oil enterprises has been optimistic this year, in order to ensure the operating profit, these enterprises have been in continuous production, and objectively also need to carry out certain maintenance and repair of production equipment If the above situation is confirmed, the supply of domestic soybean meal will be very tight in the middle and last ten days of January, and the price of domestic soybean meal will probably reach a new high in recent years Here, we remind the relevant domestic business units to pay close attention to the production changes of large domestic oil plants and make corresponding preparations in advance Nhm