苯乙烯:进入月末交割周后,价格上涨

金十财经
24 Oct 2024

【苯乙烯:进入月末交割周后,价格上涨】金十期货10月24日讯,本周苯乙烯价格先整理运行后上涨,截至10月23日江苏市场收盘均价在8875元/吨,较上周三收盘均价上涨215元/吨,涨幅2.48%。1. 成本:本周市场权衡地缘及油市前景,国际油价仍呈现高波动性,截至10月23日收盘,布伦特油价较上周三上涨近1%;纯苯虽主港仍有累库预期,但国内多套重整装置降负或影响产出量,本周价格小幅修复运行,截至10月23日华东市场收盘均价较上周三上涨0.68%。2. 供需:本周华锦、吉化装置重启、壳牌降负结束,浙石化确定将于25日停车检修,主要影响下周产量,本周产量预计增加3.70%;主港提货好于预期,港口库存降至低位水平。主力下游PS、ABS产量或增加,EPS产量或波动有限,下游刚需跟进为主。3. 预测:本周成本及供需支撑均表现一般,但前期市场预期普遍偏空,进入月末交割周后,逼空行情初现端倪。今日国际油价转跌,苯乙烯与纯苯价差较高,主港库存虽低,但市场货源并不紧张,交割行情或难持续。

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