要闻 来源:国元期货 时间:2022-12-01 08:51:06
(资料图片仅供参考)
展望后市我们认为,年末原油市场不确定性因素仍然较多,或将加大PTA的成本波动。伴随着11月底至12月PX和PTA新装置产能的释放,后期PX和PTA都将延续宽松格局,PX对PTA的成本支撑力度将逐步趋弱。在下游聚酯市场持续高库存以及终端纺织业需求持续偏弱的背景下,PTA供需错配仍将延续,因此价格大概率将维持低位震荡,但仍需时刻关注成本端对其影响。
(文章来源:国元期货)
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