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原文標題：

China tells top refiners to suspend diesel and gasoline exports

原文連結：

https://tinyurl.com/2vn4wzjf


發布時間：

Updated - March 05, 2026 at 09:51 AM.

記者署名：

Bloomberg

原文內容：

China’s government has told the country’s largest oil refiners to suspend
exports of diesel and gasoline as an escalating conflict in the Persian Gulf
disrupts the arrival of crude from one of the world’s largest producing
regions.

由於中東戰爭情況升級，中國要求前幾大的煉油公司暫停出口。

Officials from the National Development and Reform Commission, the country’s
top economic planner, met refinery executives and verbally called for a
temporary suspension of refined product shipments that would begin
immediately, according to people familiar with the matter. They asked not to
be named as the discussions are not public.

據知情人士透露，國家發展和改革委員會（中國最高經濟部門）的官員會見了煉油廠
高層，並口頭要求立即暫停成品油出口。由於會談內容尚未公開，知情人士要求匿名。

The refiners were asked to stop signing new contracts and to negotiate the
cancellation of already-agreed shipments, the people said. An exception was
made for jet and bunker fuel held in bonded storage and supplies to Hong Kong
and Macau, they added.



PetroChina Co., Sinopec, CNOOC Ltd., Sinochem Group and private refiner
Zhejiang Petrochemical Co. regularly obtain fuel export quotas from the
government. None of the five responded to Bloomberg requests for comment. The
NDRC also did not immediately respond to Bloomberg queries.



China has a vast refining sector, but much of its production is funneled to
serve domestic demand, meaning it is not a critical supplier to Asia.
However, the curbs reflect efforts across the import-dependent region to
prioritize domestic needs as a crisis in the West Asia deepens.



With virtually no oil or fuel making its way out of the Persian Gulf since US
and Israeli attacks began at the weekend, refiners from Japan to Indonesia
and India have begun cutting back run rates and suspending exports.

自從美國和以色列週末開始襲擊波斯灣以來，幾乎沒有石油或燃料從波斯灣流出，從日本
到印尼和印度的煉油廠已經開始降低開工率並暫停出口。


心得/評論：

中國燃油主要是內需使用，因此中國的出口限制並不會真正影響到區域的供給

油料遠比LNG還好儲存以及運輸，意味著各國都有一定量的戰略庫存

但這是否意味著，中國認為中東航線可能短期無法恢復呢?

對台灣來說，假如進到五月還無法恢復的話，那壓力可能會大很多

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※ 作者: zzahoward 2026-03-05 13:34:32
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