生意社：供需双弱之下 PTA行情呈现下行
据生意社商品行情分析系统，进入7月国内PTA现货市场行情呈现下行，截止7月16日华东地区PTA市场均价在4735元/吨，较月初下跌6.81%。
国际油价行情震荡运行，截止7月15日，美国WTI原油期货8月合约结算价报66.52美元/桶，布伦特原油期货9月合约结算价报68.71美元/桶。地缘及关税不稳定，美国对俄罗斯的制裁计划短期内不会落地，叠加OPEC+增产仍在推进，预计原油下跌重心将趋弱调整。
近期，PTA装置变化不大，福海创450万吨装置于6月19日停车。逸盛海南200万吨装置7月1日因故降负，7月6日提负中。国内PTA处于投产周期，且下半年检修计划偏少，供应相对宽松。
下游聚酯产销偏弱，库存继续回升，库存回升。需求季节性淡季，其中涤纶长丝产销承压，厂商多次让利出货，但收效甚微，工厂库存持续增长，市场延续弱势格局，计划继续落实减产。终端织造缺乏需求，订单不足，对原料维持刚需备货。
生意社分析师认为，原油震荡成本支撑有限，PTA产业扩能预期叠加聚酯减产预期，供需双弱之下，短期PTA延续偏弱格局。
(文章来源：生意社，作者：夏婷)
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