【聚丙烯:近期弱势震荡,后市或难有反弹】金十期货5月13日讯,近期PP延续弱整理。5月12日华东拉丝在7175元/吨,较上一工作日持平。五一期间原油跌势明显,加之在惯性累库的压力下,持货商多数让利出货为主,但受制于下游需求订单偏弱,PP整体去库偏缓,价格重心小幅下移。后市来看,预计PP价格多数偏弱调整。一方面检修虽较为集中,但新产能存有释放预期,供应端压力偏大,需求淡季下游难有放量,加之部分出口型企业订单下滑较为严重,基本面向上驱动不足;宏观方面虽有利好显现,预期存向上支撑,但目前暂无落地措施,加之需求疲软难有起色,因而价格仍有下跌风险。后市可重点关注中美谈判的跟进情况及关税方面的有关消息对市场的阶段性影响。
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