
据彭博社汇编的油轮追踪数据显示,中国准备在1月初之前增加石油进口,船舶追踪数据显示,自伊朗战争爆发以来,前往中国的超级油轮船队规模达到最大。
China is poised to increase oil imports through early January, with ship-tracking data showing the largest fleet of supertankers heading to the country since the start of the Iran war.
在接下来的90天内,约有96艘每艘可运载200万桶原油的油轮将抵达中国港口,这是自2月底以来的最高水平,也是每周统计数据连续第三次增长。自冲突开始以来,交易员们一直密切关注中国的石油购买量。
Some 96 vessels each able to haul 2 million barrels of crude are due to reach the Asian nation’s ports over the next 90 days, the most since the end of February, according to tanker-tracking data compiled by Bloomberg. It was the third successive advance in the weekly count.
今年早些时候,作为全球最大的原油进口国,中国削减了采购量,这有助于缓解全球供应压力,并限制了冲突对价格的影响。
Traders have been keeping a close eye on how much oil China is buying since the beginning of the conflict. Earlier in the year, the world’s largest crude importer slashed its purchases, helping to ease global supply pressures and limiting the price impact from the conflict that effectively closed the vital Strait of Hormuz.
尽管对船只的袭击仍在继续,但通过连接波斯湾与国际市场的霍尔木兹海峡的原油流量在最近几周已恢复至接近战前水平。中国需求的任何持续回升都可能影响价格。
Crude flows through the waterway, which connects the Persian Gulf to international markets, have recovered to near pre-war levels in recent weeks despite continued attacks on ships.
不过,目前尚不清楚中国的原油采购量是会完全恢复,还是会像一些分析师所暗示的那样在年底前保持低迷。
Any sustained resurgence in China’s appetite could affect prices. Still, it’s unclear whether China’s crude buying will fully return or remain subdued through year-end, as some analysts have suggested. Supertanker flows to the country remain lower than prewar levels, with 111 vessels making the journey at this time in 2025.

目前前往中国的超级油轮流量仍低于战前水平,2025年同期有111艘油轮完成了航程。
Click here for Bloomberg’s latest weekly supertanker tracker. The data on supertankers changes regularly as deliveries are completed and new bookings are made.