由于2024-25 年国内PX 产能增长按下“暂停键”,而下游PTA 需求稳步提升,叠加全球第二大PX 供应国韩国近期装置波动,国内及亚洲市场PX价格价差显著提升,12 月22 日国内PX-石脑油价差为351.8 美元/吨,较4月低点提升182 美元/吨。展望后续,需求侧当前国内PTA 开工率较低,未来在长丝及瓶片的带动下需求预期向好;供给侧26 年国内无明确新增产能,美联储降息有望刺激全球...
Source Link由于2024-25 年国内PX 产能增长按下“暂停键”,而下游PTA 需求稳步提升,叠加全球第二大PX 供应国韩国近期装置波动,国内及亚洲市场PX价格价差显著提升,12 月22 日国内PX-石脑油价差为351.8 美元/吨,较4月低点提升182 美元/吨。展望后续,需求侧当前国内PTA 开工率较低,未来在长丝及瓶片的带动下需求预期向好;供给侧26 年国内无明确新增产能,美联储降息有望刺激全球...
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