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Polyethylene PE: Be cautious about long, short and high positions, the market's gains narrowed, and spot petrochemicals increased across the board at the beginning of the month

115,501
August 1, 2023, 4:16 PM

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8060-9050

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7900-9400

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PEA °è re μ °é host é zero μ ú ™°Now, when can we do this now? when do I mean that?8月,中国PE处于新增产能空档期。月初起中原全密度、宝来、样子全密、齐鲁低压、塔里木低压、榆林全密陆续计划停车,且前期停车的延安能化、中煤榆林等装置停车延续到8月中下旬,市场整体货源供应依旧不宽松。需求方面:刚需来看,8月中上旬依旧维持在需求相对淡季。8月中旬后,随着需求旺季到来,备货行情将带动市场走货速度。投机性需求来看,当下中下游库存依旧偏低,若盘面持续反弹带动,产业链中下游存在建库可能。库存方面:根据往年库存走势来看,鉴于目前石化对于市场需求的把握和对生产安排的有效规划,预计8月两油库存继续维持偏低位运行,运行区间在60-75万吨左右,对于行情的托底作用将持续发力。成本方面:原油方面,预计震荡偏强运行为主,核心在于宏观资金利多情绪持续和供给偏紧预计可以持续。煤炭方面,因下半年整体来看煤炭保供仍在持续,且中国煤价处于全球高地,随着进口煤炭增量,低价货源冲击市场。预计8月,煤炭价格中枢有望小幅下移。综上所述,预计短期中国PEå¸‚åœºåœ¨åŸºæœ¬é¢æ”¯æ’‘ä¹‹ä¸‹ï¼Œè¡Œæƒ…ä» All of these are our friends, all our rights are like this, all our ideas are like this, our means of production and our relationship, and all our related rights, including all relevant content in the following areas, including the following items: all the contents of all these projects include the following: all the contents of all these projects are all of our content, as well as all the rights of all these products, including the following:

Now, now, when is our relationship now? when are we now?

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200200

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one hundred and fifty

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8100-8110

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sixty

8190,8190

8190,8190

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7042:7042

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one hundred and fifty

one hundred and fifty

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