据生意社商品行情分析系统,本周国内(7月14-18日)PTA市场整体维持偏弱走势,截止7月19日华东地区PTA市场均价在4776元/吨,较周初下跌0.28%,后半周受原油提振价格小幅上行。
国内PTA供应维持稳定,装置无新的变化,行业整体开工率在80%附近。其中逸盛海南200万吨装置7月1日因故降负,7月6日提负中,6月份福海创450万吨、东营威联250万吨装置仍在停车中。
国际原油市场,当前基本面呈供应宽松需求欠佳的现状,叠加地缘局势整体较前期缓和,对油价的支撑有限震荡调整为主。截止7月17日,美国WTI原油期货8月合约结算价报67.54美元/桶,布伦特原油期货9月合约结算价报69.52美元/桶。
终端进入季节性淡季,需求支撑不足采购积极性受阻。下游聚酯工厂再度释放减产言论,利空市场心态,当前行业开工率在86%,亏损之压下计划落实减产10%。织造行业需求受损,高库、缺单、亏损导致负荷继续下滑至56%以下。
生意社分析师认为,传统淡季终端负反馈持续,PTA现货市场买卖气氛平淡,PTA扩能预期叠加下游聚酯减产预期,预计PTA市场价格疲态区间整理。
(文章来源:生意社,作者:夏婷)
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