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Polyethylene PE: Open is dominant, the market is further tested, and the spot fluctuates and falls

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January 9, 2024, 3:16 PM

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PEA host °è 'i 'ao é y é éBran branPE市场各品类震荡有跌,跌幅在10-100元/吨不等。价格方面:中国线性主流价格在8060-8380元/吨不等,高压价格在8800-9150元/吨不等,低压膜料价格在7750-8750元/吨不等,低压拉丝在7900-8700元/吨不等。尽管上证今日翻红收涨,但塑料期货跌势难止,盘面最低打至8000上方,对于现货市场利空作用继续。两油昨日小幅去库,目前石化库存水平维持在年内中高位。今日两油出厂多数稳定,部分仍有下调,且多集中在高低压。煤企线性继续降价,降价幅度在20-50元/吨不等,场内成本支撑松动。贸易商积极出货为主,远期资源低价预售,且市场商谈行为普遍。买盘刚需入市,买入谨慎,日内成交一般。

PEA °è re μ °é host é zero μ ú ™°These products »these products, these products include customers for the following years: these products include customers for the following years: these products include the following projects: the relationship of the following years: our products include the following projects: all of our products-- these products12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。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。且买涨不买跌情绪主导,市场成交乏力。原料端:沙特下调亚洲原油出口价格对于油市利空仍在继续,但关注短线急跌之后,是否存在反弹修复。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:市场传言后期可能下调存款准备金率以刺激信贷,股市今日止跌反弹,文华商品指数跌幅一度收窄,但午后再度回落,市场信心构筑仍需时日。综合影响下,预计短期PE市场震荡偏弱为主。

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