乙二醇市场分析及后市预测

金十财经
Yesterday

【乙二醇市场分析及后市预测】金十期货5月14日讯,5月12日,中美联合声明发布,贸易战至少在3月内偃旗息鼓,受此影响,原油、化工产业链产品纷纷大涨,乙二醇连续两个交易日强势上涨。现货基差同步大幅走强,短期持续支撑盘面走势。1. 供应端,国产装置5-6月份进入集中检修期,先后有卫星石化、陕西煤化、中海油壳牌、恒力石化等多套大型装置检修,乙二醇开工率6月份预计降至55%附近水平。海外检修来看,主要进口国家沙特、美国、加拿大装置在5-7月份检修较多,对进口量也有较大影响,进口货未来3月内预期减少。2. 需求方面,尽管终端织造在前期面临较大压力,但聚酯总体开工维持高位,中美贸易关系的缓解,对终端形成重大利好,前期悲观的需求预期得到明显转变,预计未来三月,聚酯工厂开工率保持90%-92%的水平。3. 中辉期货分析师苏日嘎拉图认为,乙二醇在宏观环境转暖的情况下,基本面边际也好转,短期有望延续修复性反弹。

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