9月30日盘中，对二甲苯期货主力合约弱势震荡，最低下探至6516.0元。截止发稿，对二甲苯主力合约报6558.0元，跌幅1.59%。
对二甲苯期货主力跌超1%，对于后市行情如何，相关机构该如何评价？
机构 | 核心观点 |
西南期货 | 短期PX或震荡调整 |
五矿期货 | 短期PX观望 |
中辉期货 | 短期PX受原油价格波动影响较大 |
西南期货：短期PX或震荡调整
短期PX供需维持紧平衡，PXN价差较为坚挺，成本端近期反弹存支撑，但供应增加略压制盘面，短期PX或震荡调整，节前注意控制仓位，警惕国庆期间外盘原油变动，关注宏观政策变化。
五矿期货：短期PX观望
目前PX负荷维持高位，下游PTA短期意外检修较多，整体负荷中枢较低，且PTA新装置预期推迟投产，PX检修推迟，预期导致PX累库周期持续，目前缺乏驱动，PXN承压。估值目前中性偏低水平，关注后续终端和PTA估值回暖情况，短期建议观望。
中辉期货：短期PX受原油价格波动影响较大
华东现货、基差略有走弱，芳烃重整价差持续走弱。供应端国内外装置变动不大，需求端PTA近期受天气影响计划外降负有所增加，供需平衡偏紧预期宽松，PX去库但整体依旧偏高。今年以来PXN不低。成本端方面，俄罗斯炼油设施持续受袭，原油波动加剧；但OPEC+组织10.5计划在11月再次提高原油产量，油价整体承压下行。短期PX受原油价格波动影响较大。策略：估值偏低，空单止盈；关注反弹布空机会。
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