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Polypropylene PP: The disk is lowered and then pulled up, the upstream warehouse is delayed, and the spot is waiting and sorting out.

80,581
March 8, 2024, 4:58 PM

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My position is my friend. I mean, I'm my friend now. I'm my friend now.Bran branPP市场价格走稳,中国拉丝主流价格在7300-7550元/吨不等。石化方面,今晨两油早库88万吨,上游库存压力依旧较大。出厂价格方面,两油出厂多数稳定,煤企部分上下调整。贸易商观望出货为主,期货盘面午前下杀后拉起,日内整体依旧维持震荡走势,场内观望情绪依然浓厚。持货商后市信心不足,部分试探性让利观望成交。下游刚需入市,成交暂无明显改观What do you mean now?


PPA é °è è μ °é host é zero μ ú ™°We're really happy...OPEC+继续控制产出,需求端汽油需求将季节性回升;宏观层面,金融市场风险偏好总体偏强。供给方面:下周新增盘锦老线、金能化学一线、中沙天津停车,同时前期检修装置广西鸿谊、巨正源二期、利和知信相继开车,而在当前库存88万吨水平,叠加周末累库因素,下周初两油库存有望再度站上90万吨,上游整体供给压力依旧较大;需求方面,下游继续复工复产,对于原料需求增量。但对于高价原料相对较为抵触,一定程度限制市场上行空间。综合影响下,预计短期PP市场震荡运行,等待新驱动。


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