全球供应趋紧推动 中国9月成品油出口大幅增长

受全球成品油供应趋紧的背景下，中国9月成品油出口表现强劲1。该月成品油出口同比增长39.4%，出口总量达716万吨，环比增长19%1。其中柴油出口量最为亮眼，达185万吨、同比增长262.3%，创下2023年2月以来的最高水平1。

从细分产品看，汽油、柴油和航空煤油的出口总量为441万吨、同比增长56%1。其中航空煤油出口量年增16.7%至194万吨，汽油出口则同比下降4.1%至62万吨1。中国曾在3月中旬因中东局势限制成品油出口以保障国内供应，7月中旬放宽相关限制后，出口随即出现强劲反弹1。

从全年累计看，今年前三季度中国成品油出口总量为4140万吨，同比下降3.7%1。此外，9月中国液化天然气进口量为561万吨、同比下降1.4%1。

China's refined oil exports jumped 39.4% year-on-year in September as global supply tightened, driven primarily by a sharp increase in diesel shipments 1. Diesel exports reached 1.85 million tons, marking a 262.3% surge and the highest volume in over three years, while the country shipped 7.16 million tons of refined oil products overall, up 19% from August 1.

The expansion follows China's relaxation of export restrictions in mid-July, after having curbed shipments in mid-March to safeguard domestic supply amid Middle East tensions 1. Combined exports of gasoline, diesel, and jet fuel totaled 4.41 million tons in September, representing a 56% year-on-year increase 1. Jet fuel exports rose 16.7% to 1.94 million tons, while gasoline exports declined 4.1% to 0.62 million tons 1. For the first nine months of 2024, China's overall refined oil exports reached 41.4 million tons, down 3.7% from the same period last year 1.