Tony Huang (@tphuang)· tphuang·· 2 小时前AI 评分59
tphuang 分析美伊战争下中国原油进口与石化原料紧张
If you followed China's industrial PMI breakdown, you'd see inventory is consistently down every month as supply chain rather than reduced stockpiles ...
AI 导读
tphuang 分析称中国工业 PMI 分项显示库存逐月下降，反映供应链问题而非主动去库存；Q3 原油进口下降 29%，非海运部分持平，俄罗斯份额升至 27.4%，中东到货大幅减少。
来源：Tony Huang (@tphuang) · x.com