热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易

客户端

　　来源：华安期货投研

　　塑料PP：

　　核心逻辑：

　　1、供应面：PE供应据隆众资讯，市场供应涉及茂名石化、抚顺石化等装置计划重启，仅新增中原石化计划检修装置，总体预期增加；PP供应据金联创，下期广东石化全密度一线、中原石化线性、兰州石化高压装置计划内检修将一定程度对冲供应压力，但考虑到前期停车装置重启以及广西石化新产能投产，预计整体供应充足。

　　2、需求面：PE当前棚膜处于生产旺季，自北向南的生产节奏带动订单稳步累积，推动行业开工率继续小幅上升；PP需求端延续走高。市场刚需支撑下游工厂开工，短线需求维持缓慢跟进，不足以支撑庞大供应量。

　　3、成本支撑增强。美国加码对俄罗斯的制裁。叠加市场对贸易争端的忧虑缓和，美国商业原油库存下降，均给予油价支撑；丙烷受原油影响，短期PDH制成本支撑有抬升机会。

　　市场展望：震荡

新浪合作大平台期货开户 安全快捷有保障

海量资讯、精准解读，尽在新浪财经APP

责任编辑：赵思远

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.