【苯乙烯:多空博弈,价格区间整理】金十期货4月24日讯,本周苯乙烯价格震荡整理,截至4月23日江苏市场收盘均价在7490元/吨,较上周三下跌15元/吨,跌幅0.20%。1. 成本:周内国际油价主要受中东局势、欧佩克+增产/补偿减产、贸易摩擦摇摆不定影响,跌多涨少,布伦特原油较上周三下跌0.32%;纯苯方面临近五一节日,市场预期下游逢低补库需求提升,但下游产品高库存压力下市场担忧仍存,多空博弈下,华东市场收盘价格较上周三上涨0.24%。2. 供需:周内中沙天津、兰州石化装置停车检修,恒力石化装置重启、本周产量环比增加1.14%附近;华东主港库存环比下降7.48%,基本符合预期;下游ABS产量或下降, PS小增,EPS变化有限,消费量维稳。3. 预测:宏观面仍存较大不确定性,市场心态谨慎观望。苯乙烯基本面看,万华装置预计本周末重启,供应预计增加,而部分下游或按惯例在五一假期降负、停车,短期供需结构转弱预期或施压价格偏弱运行。
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