导语2026年三季度PE管材(884064)震荡走高,地缘冲突推升原油,成本支撑强劲,供应端管材(884064)装置检修、转产导致供应收紧,给予市场底部支撑较强,虽然管道下游需求偏弱,但管料与膜料价差扩大带来替代需求,市场去库相对顺畅,支撑价格上行。四季度,供应端存在逐步增量预期,且需求逐步转弱,去库压力增大,供需矛盾逐步显现,价格或存高位回落预期。价格端:成本、供应双重支撑价格震荡上行2026年...
Source Link导语2026年三季度PE管材(884064)震荡走高,地缘冲突推升原油,成本支撑强劲,供应端管材(884064)装置检修、转产导致供应收紧,给予市场底部支撑较强,虽然管道下游需求偏弱,但管料与膜料价差扩大带来替代需求,市场去库相对顺畅,支撑价格上行。四季度,供应端存在逐步增量预期,且需求逐步转弱,去库压力增大,供需矛盾逐步显现,价格或存高位回落预期。价格端:成本、供应双重支撑价格震荡上行2026年...
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