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Polypropylene PP: Let the multi-headed bullets fly for a while longer

80,442
March 18, 2024, 3:16 PM

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My position is my friend. I mean, I'm my friend now. I'm my friend now.Bran branPP市场加速上涨,中国拉丝主流价格在7380-7650元/吨不等,涨幅在30-80元/吨。石化方面,今晨两油早库90万吨,上游库存压力依旧较大。出厂价格方面,中油华南、中石化华南、中石化华东、中石化华中等纷纷上调上调。煤企方面几乎全线上调上调,场内货源成本上移。月底之前新增检修企业依旧较多,供应预期缩量,且PP期货强势拉涨,场内信心转好,贸易商跟随涨价出货。Host í host í í é utu / √ í í í /


PPA é °è è μ °é host é zero μ ú ™°The relationship between all of our products, including all the rights in the following months: everything gets better in every period of time over the next few years: what is our relationship? all our ideas will get better, and all our ideas will get better, because all our ideas will get better.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。国际油价维持易涨难跌状态。供应端来看,依据当前石化给到的检修计划,整体供应缩量预期依旧不变,故对于市场的利好作用真实存在。但同时新扩能渐进仍成为上方重压:3月7日惠州立拓新材料有限责任公司聚丙烯装置(15万吨/年)已生产出合格产品,目前生产拉丝。安徽天大PP装置(15万吨/å¹´PP粉料、15万吨/å¹´PP粒料)已试产PP料合格品,计划3月开车。金能科技二期45万吨/年聚丙烯装置计划4月份试车。期货层面来看,当前资金推涨意图明显,在基本面支持之下,仍存在向上空间。但在诸多利好被充分交易甚至未来可能存在过度交易之下,基本面上依旧存在扩能重压及刚需疲软的情况,故此波行情更多可以定义为反弹,而不是反转。

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