来源:华安期货投研
塑料PP:
核心逻辑:
1、整体交投清淡,节后归来两油库存积累明显,煤化工企业虽然部分预售,但企业库存出现同步增长;
2、目前金九银十传统旺季需求不及预期,下游企业预计观望为主,补库意向不强,基本上刚需采购;
3、俄乌停火预期大幅减弱,地缘冲突对油价形成支撑;但权衡 OPEC+11 月增产幅度与正在萎缩的需求之间的关系,对原油
供大于求的预期仍制约油市,原油价格或维持震荡格局。
市场展望:偏弱震荡,消化库存为主

责任编辑:赵思远
来源:华安期货投研
塑料PP:
核心逻辑:
1、整体交投清淡,节后归来两油库存积累明显,煤化工企业虽然部分预售,但企业库存出现同步增长;
2、目前金九银十传统旺季需求不及预期,下游企业预计观望为主,补库意向不强,基本上刚需采购;
3、俄乌停火预期大幅减弱,地缘冲突对油价形成支撑;但权衡 OPEC+11 月增产幅度与正在萎缩的需求之间的关系,对原油
供大于求的预期仍制约油市,原油价格或维持震荡格局。
市场展望:偏弱震荡,消化库存为主

责任编辑:赵思远
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