导语2026年9月美伊冲突加剧,油价震荡上涨,9月11日WTI、布伦特布两油双双破百,对BOPA产业链成本支撑持续增强。纯苯、己内酰胺、PA6价格联动上涨且涨幅扩大,BOPA受成本及季节性需求支撑,价格接连上涨。10月成本及需求支撑或先强后弱,供应端影响弱化,BOPA价格或整体高位运行为主,下旬存小幅走弱可能,暂无深跌预期。1.成本端支撑强势向下传导,BOPA产业链价格联动上涨本轮上涨行情与3-4...
Source Link导语2026年9月美伊冲突加剧,油价震荡上涨,9月11日WTI、布伦特布两油双双破百,对BOPA产业链成本支撑持续增强。纯苯、己内酰胺、PA6价格联动上涨且涨幅扩大,BOPA受成本及季节性需求支撑,价格接连上涨。10月成本及需求支撑或先强后弱,供应端影响弱化,BOPA价格或整体高位运行为主,下旬存小幅走弱可能,暂无深跌预期。1.成本端支撑强势向下传导,BOPA产业链价格联动上涨本轮上涨行情与3-4...
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