要闻 来源:光大期货 时间:2023-03-01 15:03:56
【资料图】
从供需角度来看,近两周聚酯产业负荷提升较快,PTA库存开始见顶回落,而且在持续的低加工费下,二季度不少装置有检修迹象,预计3月PTA供需环比有所改善,价格或配合上行。同时,4月是亚洲PX的检修集中期,叠加美国汽油补库预期仍在,PX加工费持续看涨,PTA仍存在多配价值,上涨幅度将依赖于需求,仍需密切关注终端恢复情况。
(文章来源:光大期货)
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