According to the latest information from the market, the third batch of crude oil non-state trade import permits was issued, and the third amount of the third batch of crude oil was issued, with a total of 628 million tons, and the amount of the two and third batches of imports was 174.1 million tons this year, which fell by 2.68%in 2022. And if it is included in the allowable quantity of the fourth season of last year, the total amount will be 194.1 million tons in 2023, with the total increase of 8.5%in 2022.

Judging from the issuance of the third batch of non-state-owned import quotas this year, the main concerns are as follows:

1. after the completion of the third batch of issuance, most of the domestic independent refineries have fully obtained this year’s import permits, only Dongying United, Yanchang Group, etc., have not been 100% issued, but the approved quota is 75%-85%.

2. Due to the advance issuance of some 2023 available quotas in the fourth quarter of last year, the actual operational imports of refineries with advance quotas are higher than the theoretical quota value.

3.the previous market rumors of Panjin North Fuel and Panjin Haoye did not appear in the third batch of lists, and Yulong Petrochemical has entered the construction sprint period, and has not been granted import permits.

In 2022, China’s crude oil and non-state trade import guidance allowed the total amount of the trend to be stable after year, but the actual number of the results showed the trend of the fall, and the actual number was the highest in 2021, with 189.14 million tons. In the year to June, the total total amount of 194.1 million tons has been recorded, but because some of the independent refineries have not been approved, there is still a possibility of a fourth batch of allowable quantity.

From the issue of the issue, the distribution of traditional independent refineries and new private oil imports is the same. The analysis of the information analysis, which has been increasing in recent years, with the increasing trend of the large refining quota of the three major private enterprises, is the increasing trend of the private enterprises, and this year, the amount of the total amount of the amount of the amount of the amount of the amount of the amount of the amount of the amount of the amount of the amount of the amount of the amount of the amount of the amount of the amount of the amount of the amount of the amount of the amount of the amount In the future, yuurong petrochemical of shandong province has entered the spring of the construction, and the future of the future will also receive 20 million tons of imports, and after the production of yuosong, the annual amount of the private industry will be up to 96m metric tons, and to close to 100 million tons.

The traditional independent refinery is a very different trend from the private, and the traditional independent refinery, whether it is the processing ability of crude oil, or the allowable amount of oil import, is adjusted after the contact roof. The traditional independent refinery, which is in advance of the release of the year last year, has only slightly surpassed the 2022 total, but has risen by only about 3 per cent.

It is also worth paying attention to the fact that the first shipment of the first batch of imports in 2023 in the season of 2022 was the first time in 2022, so that the issuance of the allowable amount of non-state-owned oil imports in the year was in advance, and in mid-june it had completed the issuance of the third amount of approved imports in the year. In advance, the following year’s import allowable quantity or possible form of normal operation is conducive to the further guarantee of the supply of raw materials of the refinery, and helps the refinery to arrange the oil order plan more reasonably and leisurely.