生意社：传统淡季需求乏力 7月涤纶短纤价格下行
据生意社商品行情分析系统，7月份国内涤纶短纤价格小幅震荡下行，截止7月30日国内涤纶短纤(1.4D*38mm)市场均价在6613元/吨，较月初下跌1.81%。
近期多空因素共同影响，美国传统燃油消费旺季仍在，供应端风险并未消除，国际油价短期内维持震荡为主。截止7月29日，美国WTI原油期货9月合约结算价报69.21美元/桶，布伦特原油期货9月合约结算价报72.51美元/桶。
7月国内PTA现货市场行情呈现V型走势，截止7月30日华东地区PTA市场均价在4889元/吨，较月初下跌3.79%。上半月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，PTA呈现偏弱格局。但随着宏观情绪回暖，商品走势坚挺，受此影响PTA市场弱势反弹。
高温天气、传统淡季等多重因素影响需求改善乏力，下游纱线工厂订单不足，亏损开始扩大，采购积极性受阻，维持刚需采购。月末宏观情绪回暖气氛之下，刺激买盘情绪，需求小幅增加。
生意社分析师认为，宏观情绪回暖成本弱势反弹，终端低位有所补库，涤纶短纤工厂库存压力有所缓解。但后续供需预期仍偏弱，上行驱动有限，预计8月份涤纶短纤价格仍以跟随成本端及需求波动为主。
(文章来源：生意社)
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