研究院市场行情2026-10-29华东罐容偏紧叠加滞期费高企,调运经济性承压 / East China Tankage Tightness and Elevated Demurrage Pressure Regional Arbitrage Economics华东罐容偏紧、滞期费高企,仓储瓶颈已传导至现货溢价;燃料油与沥青价格同步上行,反映区域持有成本整体抬升。人民币汇率走强未能对冲物流刚性支出,短途转口调运经济性实质性减弱。仓储约束滞期费现货溢价区域调运