下周关注焦点预计集中在中东地缘冲突爆发所带来的影响。对于PE而言，首先，最直观的影响将来自于成本端，冲突升级推动原油价格快速上涨，给聚烯烃带来较强成本支撑。根据综合成本推算，原油价格上涨10美元/桶将给PE带来近500元/吨的成本抬升。另外，中东战局预计还将对PE进口造成一定影响。在我国PE进口结构中，阿联酋占比17%，沙特占比16%，伊朗占比6%。战局升级导致航运受阻，后续PE进口或将减量。但...
Source Link下周关注焦点预计集中在中东地缘冲突爆发所带来的影响。对于PE而言，首先，最直观的影响将来自于成本端，冲突升级推动原油价格快速上涨，给聚烯烃带来较强成本支撑。根据综合成本推算，原油价格上涨10美元/桶将给PE带来近500元/吨的成本抬升。另外，中东战局预计还将对PE进口造成一定影响。在我国PE进口结构中，阿联酋占比17%，沙特占比16%，伊朗占比6%。战局升级导致航运受阻，后续PE进口或将减量。但...
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