2025年4月28日,国内期货主力合约涨跌互现,短纤涨超2%,PTA、瓶片、PX0>对二甲苯(PX)、沥青、低硫燃料油(LU)、玉米、尿素涨超1%。跌幅方面,多晶硅跌超3%,菜粕、豆二、碳酸锂、棕榈油跌超2%,豆粕、苯乙烯跌近2%。
据光大期货,截至4月25日,PTA开工负荷78.9%,月环比下降1个百分点。PTA5月仍处检修季,5月份约有2085万吨/年产能有检修计划,涉及TA月损失量在111.3万吨,对PX需求减少量在72.9万吨,TA工厂检修计划落地的可能性较大。且目前下游涤丝产销整体偏弱,五一节前存在部分放量,聚酯工厂原料库存持续攀升,绝对量为五年同期高位,关税扰动下需求维持弱势。故5月份TA在检修落实下,供应预期继续收窄,下游尚有足够原料库存消化,TA库存继续去库,TA价格或跟随原料价格震荡。关注TA装置检修落实情况,以及原料价格波动。
责任编辑:赵思远
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