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Polyethylene PE: Bulls are pushing up steadily, the market continues to rise, and the spot is stable and small.

90,488
January 19, 2024, 4:02 PM

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PEA host °è 'i 'ao é y é éBran branPE市场大稳小动,整体价格变动不大。价格方面:中国线性主流价格在8100-8400元/吨不等,高压价格在8930-9200元/吨不等,低压膜料价格在7850-8450元/吨不等,低压拉丝在7970-8700元/吨不等。两油继续去库,当前库存已降至60万吨下方。石化库存及销售压力暂无,部分大区继续推涨。煤企多数上调,场内货源成本步步走高。同时国际油价再度收涨,塑料期货盘面稳步走高,一定程度提振市场信心。贸易商观望出货为主,当前市场买盘入市积极性较周初有啥下降,故继续推高仍存在一定难度。市场试探高报与实盘商谈并存,日内交投表现一般。

PEA °è re μ °é host é zero μ ú ™°ä¾›ç»™ç«¯ï¼šä¸‹åŠæœˆä»…中化泉州低压停车,但前期检修的兰化全密、茂名及海南低压等装置逐步开车,场内货源供应量将明显增长。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。但前期连跌之下,市场刚需买入谨慎,随着期现两市反弹,部分买盘适量采购,低价成交有所转好。原料端:原油盘面目前依然是震荡格局,原油“涨跌交错”的行情已经延续了12个交易日。地缘风险持续时间不确定,是否会升级也是未知数,后期仍然要侧重留意地缘风险的干扰。煤炭,产地区域内部分煤矿搬家倒面及年底检修停产,整体供应稍有收缩。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偏弱运行局面。成本端:随着煤企连续上调且现货市场价格小步连续抬升之下,两油出厂价格有望企稳,部分调涨,场内成本支撑将有所加强。综合影响下,预计短期PE市场震荡运行为主。

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25.

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