【PX低估值弱预期与宏观情绪变化相互博弈】金十期货4月23日讯，PX装置即将进入4月集中检修季， 3月开工环比减弱，市场对供应存在担忧，3月进口量上涨。1. 2025年3月中国PX进口84.66万吨，较上月增加16.11万吨，涨幅23.50%。2025年1-3月累计进口量为224.06万吨，较去年同期减少11.78万吨，跌幅为5.00%。2025年3月中国PX出口0.10吨，较上月上涨0.10吨。2025年1-2月累计出口量为3.70吨，较去年增加1422.22%。3月出口量极少几乎忽略不计。中国是亚洲PTA最大消费国，国内PX仍处供应紧张格局。2. 需求方面本周福建百宏有重启计划，总体来看产量提升。成本方面预计国际油价已经有上涨空间，OPEC+部分产油国或进行超产补偿收缩产量，叠加地缘局势不稳定下供应存趋紧预期，对油价的支撑有所增强，叠加特朗普承认对华关税过高，将大幅降低，宏观情绪有所缓和，中辉期货分析师苏日嘎拉图认为，短期内PX有望迎来低位反弹态势。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.