【供增需减下，乙二醇供需面边际转弱】金十期货10月24日讯，虽然过去的几个月乙二醇在聚酯链中表现最强，但近期EG盘面弱于聚酯链其余品种，或受累于供需面转弱预期，特别是供应端压力。由于今年效益明显好转，EG当前负荷处于近3年季节性高位水平，后续煤制负荷还有进一步提升空间，预计11月或接近2月份的年内高位水平。其中煤制装置，10月下旬煤制开工将加速回升。非煤装置方面，经济效益驱动下，卫星石化、盛虹炼化、浙石化负荷都不低，镇海炼化暂无重启计划，12月份会否重启还存在变数。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.