PTA跟随油价回落 后市静待终端需求释放

期货日报
Jul 03

5月以来,PTA价格随成本下移。随着地缘冲突缓和以及海峡通行放松预期的升温,国内部分PX装置检修推迟至7月,而PTA检修规模持续扩大,加之聚酯端形成负反馈,PTA价格承压。后续,在终端需求释放的提振下,PTA价格将走强。  油价回吐全部地缘风险溢价  霍尔木兹海峡逐步恢复通航,叠加美元强势,原油价格自高位回落,目前已回吐全部地缘风险溢价,处于冲突爆发前的水平,后续下跌动能减弱。虽然冲突缓和,...

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