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                                                    您所在的位置:化工资讯 > 石化行业热点 > 正文
                                                    苯乙烯:若大宗商品回撤 大?#21697;?#21521;或提前明朗
                                                    卓创资讯 李春燕 2019-02-13 16:19:52

                                                       较去年相比,2019年节后,江苏苯乙烯市场运行相对理智。春节长假期间,原油、欧美亚苯乙烯市场维持窄幅波动,缺乏外围方向指引,节后国内市场转入僵持整理。

                                                       当前业内关注焦点,一方面集中在现货库存。春节期间,美金船货?#20013;?#20572;靠,主要下游行业多停工放假、主流库区提货大幅放缓,节后,华东主港库存如业内预期,总库存量以近36万吨的水平创历史新高,华东主流库区仓位?#20122;蟆?#38271;约占比低的苯乙烯厂?#20057;?#38754;临同样问题,个别苯乙烯厂家库存已过万吨。另一方面,节后下游需求?#25351;?#31243;度是业内关注的另一焦点,也是左右未来行情发展的关键。相当部分的业内人士选择静待节后下?#20301;指?#24773;况、再决定操作思路,这也是节后开盘转入僵持的主要原因。

                                                       多空交错,业内心态纠结。虽华东主港库存高企、华东主流商家不时有主动性批量出货,但纯苯、乙烯一路走涨,大宗走强、华西盘走势坚挺,且1月下旬的涨势行情下,空单基本被逼出局,当前市场空单没有主力。另一方面,当前价位下,业内批量做空也极为谨慎。

                                                       对于中下旬市场,卓创分析,下游需求虽是影响后?#34892;?#24773;的关键因素,但若当前大宗商品回撤,加之奇美、台化检修消息,势必影响业内心态,将则当前僵局或打破,行情方向提前明朗。

                                                       下游装置方面的消息:自2月17日起,市场传闻奇美透苯停车检修一月,改苯开工降负至80%,奇美PS装置年产能52万吨,为国内最大PS生产厂家;台化ABS装置自3月1日起轮检两周,该装置年产能45万吨。

                                                     

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                                                                                                      安徽快3全天计划

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