要闻 来源:国元期货 时间:2023-05-09 17:18:48
(资料图)
展望后市我们认为,短期PTA市场交易的主要逻辑仍在成本端,市场跟随成本波动的概率偏大。中长期来看,在调油需求转弱的现状下,PX估值偏高。叠加后市供应端增长速度快于需求端,以及高加工费的预期,后续市场看空氛围明显,存在回落的预期。但是考虑到5月中下旬供给端受到集中检修的影响,产量存在下滑的预期,因此或将制约后续PTA回调空间。
(文章来源:国元期货)
标签:
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
22-09-30
22-04-11
22-04-11
22-04-11
22-04-11
22-04-11
22-04-11
22-04-11
22-04-11
22-04-11
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09
23-05-09