【PTA-原油和PXN出现明显走强，短期预计PTA维持偏强】金十期货5月14日讯，供需矛盾来看， PX/PTA供应端4-6月的计划检修高位，除计划检修外，PX有中金石化、浙石化的意外检修，PX现货浮动价从-6走至-1、平水水平，PTA主流供应商检修集中、6月福化、威联检修计划增加；需求端，五一前后的中美缓和利好带来下游备货增加，本周谈判降关税直接推进下游产销放量，聚酯库存下降明显，开工率有望保持94%高位；平衡端，TA5月平衡大幅去库外，6-7月平衡也维持偏紧，现货基差、月差明显走强。估值角度来看，PTA-原油和PXN出现明显走强，利润修复较多，下游利润有受到挤压，但负反馈还未看到，短期预计维持偏强，关注后续需求是否有影响。
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