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Polyethylene PE: Shorts pressed the market, the market tested the support of 8100, and the spot fell significantly

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January 5, 2024, 4:57 PM

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PEA host °è 'i 'ao é y é éBran branPE市场各品类全线走低,跌幅在20-100元/吨不等。价格方面:中国线性主流价格在8070-8480元/吨不等,高压价格在8800-9250元/吨不等,低压膜料价格在7750-8750元/吨不等,低压拉丝在7900-8650元/吨不等。两油小幅累库,目前石化库存水平维持在年内中位。今日两油出厂仍有部分下调,降价多集中在低压和线性。煤企线性继续降价,场内线性成本支撑松动。隔夜原油价格收跌,塑料期货延续跌势,打压现货市场信心,部分预售下周提货源小有让利。贸易商积极出货为主,市场商谈行为普遍。买盘刚需入市,买入谨慎,日内成交表现一般。

PEA °è re μ °é host é zero μ ú ™°®: these products »all these products, these products include the following items, these products include the following items-- the following is our relationship: "now, when is our product?" the following are all our interests, including the following items: the relationship over the following years: after the production of these products is prohibited, we will become more exquisite.12月份停车的燕山石化低压二线、齐鲁石化、兰州石化老全密度等装置延续。其中停车装置多为低压或全密,高压及线性停车相对有限,一定程度缓解低压供应压力。但宝来线性低压、海南低压、中海壳高压、塔里木低压等装置相继开车,市场整体供应量较本周有所增量。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。原料端:红伊朗克尔曼公墓爆炸事件,市场担忧局势升级,同时,OPEC官网发布一则声明,主题是“强调OPEC+内部团结,重申致力于维护石油市场稳定”。利多题材之下,提振原油价格。但整体基本面未见转好之下,关注事件持续性影响。若未能进一步升级,则仍有反弹回落可能。煤炭,内蒙古鄂尔多斯区域内多数煤矿维持正常生产销售,以落实长协发运为主,终端仍以刚需拉运为主,暂未有大量补库需求,预计短期内坑口煤价将维持震荡运行局面。成本端:中国两油在库存升至中位且现货出货缓慢之下,出厂价格仍有下调预期,场内货源成本支撑松动。宏观方面:降息靴子落地后,短期增量利好消息有效,市场进入“以观后效”阶段。而中国12月新增3500亿PSL贷款,市场此前小作文传 5000 all our projects are all our projects, including all the contents of our products in all our current processes.

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