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Polyethylene PE: Commodity risk appetite has declined, market opening power has increased, and spot ranges have been consolidated

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December 13, 2023, 5:20 PM

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PEA °è re μ °é host é zero μ ú ™°å®è§‚方面,中央经济工作会议并未看到太多增量信息,市场存在预期差问题,股市及商品全线回落反馈。供给端:近期燕山石化、齐鲁石化、华泰盛富等装置停车,一定程度缩减局部地区供应。需求端:下游主要行业新增订单呈逐步放缓趋势,随着农膜需求的季节性回落以及薄膜开工偏低影响,对于原料刚需有所转弱。但随着盘面走强,场内投机性需求升温。成本端:隔夜原油再度放量大跌,将此前涨幅全部回吐的同时,刷新近期新低。当前原油市场无论盘面还是基本面,都缺乏实质性利好支撑,原油月差和汽柴油裂解等高频指标延续弱势表现,原油基本面仍然在趋势走弱。煤炭,全国多地寒潮大降温,气温下降使得电厂日耗提升;但国有大矿保持正常生产,产地供应维持较高水平。多空并存,煤炭价格震荡整理。综合影响下,预计短期What's this?

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