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Polypropylene PP: The market opened lower and pulled up, and the spot continued to find the bottom, and there was no significant increase in transactions

81,284
February 21, 2024, 4:09 PM

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My position is my friend. I mean, I'm my friend now. I'm my friend now.Bran branPP市场弱势下行,中国拉丝主流价格在7260-7480元/吨不等,较昨日走低20-70元/吨不等。石化方面,两油微幅去库,当前库存水平维持在高位。今日石化出厂价格多数稳定,仅中油东北、中油西南下调50-100元/吨不等。煤企久泰、延炼下调,其他稳定,场内整体货源成本支撑力度不足。PP期货低开反弹,但对于现货市场提振作用相对有限。贸易商观望出货,继续低出吸引买盘。当前下游仍有部分原料库存,或成品订单跟进不足,当前买入谨慎,日内询盘较昨日稍有增量,但实单成交表现依旧一般。


PPA é °è è μ °é host é zero μ ú ™°No matter when we become more exhausted, all of these are all our things. all of us are about all our interests, and all our rights, these are all about our rights, these are all our rights, these are all our rights. all the content of all of our products is completely different, these are all our rights, these are our rights, all of us are our purposes.BOPP等,与聚乙烯地膜相比,季节性需求相对淡化。就近几年情况来说,下游新增订单不及预期,且对高价原料抵触情绪等都对需求端形成抑制作用。而投机性需求来看,在期货未能形成持续性拉涨或期现价差拉大背景下,多选择持币观望,市场去库进程仍不容乐观。上游原料端来看,地缘局势目前依然是不稳定状态,加沙停火谈判未能取得进展,中东局势仍然处于动乱之中,地缘担忧继续对原油盘面提供强支撑。现货成本端来看,出厂价格由涨转降,成本向上驱动减弱。综合影响下,预计短期中国PP市场偏弱整理为主,消化节后涨幅,等待库存转移。


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