成本下行叠加货源充足影响,近日PTA行情下跌。据卓创资讯分析,近期原油行情震荡下跌,对PTA成本支撑减弱。虽然有部分PTA装置检修,但市场供应平稳,并未货紧。9月上旬将有3套分别为225万吨、220万吨、450万吨PTA装置陆续重启,淡化现阶段PTA装置检修的影响。预计短期PTA行情偏弱震荡。
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