摘要
Over the past decade,China’s refined oil market has experienced considerable growth and fluctuations.Gasoline consumption has generally followed the growth rate of vehicle equipment,with fluctuations influenced by travel frequency;aviation fuel consumption has seen stable growth following the end of COVID-19,while diesel consumption has been affected by multiple factors including demand and policy.With the rapid development of new energy vehicles and alternative fuels,the gasoline and diesel market has essentially peaked,yet domestic production of refined oil continues to grow,leading to an increasingly prominent oversupply issue.To achieve the dual carbon goals,the Chinese government has introduced a series of policies that have a profound impact on the refined oil market.Facing resource surplus and market demand changes,the refining industry needs to optimize production capacity structure,and oil products retail companies face transformation pressure.The article aims to provide market analysis and recommendations,serving as a reference for relevant enterprises and policymakers.