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Polypropylene PP: Futures pulled higher strongly, spot and factory coordination was increased, and there was a strong bullish atmosphere at the beginning of the week

89,056
January 22, 2024, 4:03 PM

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7250-7400

7280-7450

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7280-7400

7350-7500

70/100

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7380-7450

7380-7550

0/100

My position is my friend. I mean, I'm my friend now. I'm my friend now.Bran branPP市场加速上涨,中国拉丝主流价格在7280-7550元/吨不等,较上周五走高30-100元/吨不等。石化方面,两油周末累库有限,当前库存居于60万吨水平之下,暂无较大压力。在期现两市连续向好之下,两油各大区部分上调出厂价,其中中油华南、中石化华南、中油西北等调涨幅度在50-100元/吨不等。煤企继续拉涨模式,场内货源成本支撑不断增强。同时PP期货强势走高,日内居于商品涨幅榜前五名,对于现货市场心态提振明显。贸易商借机拉高报盘,观望出货。下游按需入市,询盘积极性尚可,实单依旧维持刚需,整体交投表现一般。

PPA é °è è μ °é host é zero μ ú ™°We'll never do it again. Is that what I did? I won't do it again.“涨跌交错”的行情已经延续了十几个交易日。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。供给方面:本周中韩石化3线、浙江石化3线计划停车,开车方面东莞巨正源、茂名三线、宁波金发等前期检修装置计划开车,同时广东(揭阳)石化二线20万吨/年顺利投产,在新产能投放之下,中线供应压力依旧不容小觑。需求方面:下游除BOPP、CPP外,多数细分下游订单均季节性转弱,其中PP管材受天气影响,开工下降尤为明显。但随着期现两市转好,部分前期观望买盘逢低入市,场内气氛有所回稳。石化政策:石化短期出厂价有望继续上调,场内成本支撑再度显现。市场心态:PP期货连续上调,提振现货市场心态,贸易商跟涨出货意愿较强。综合影响下,预计短期中国PP市场震荡偏强运行为主。中线供需压力之下,上方反弹空间有限。

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7040,7040

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