【苯乙烯：供应端施压，价格偏弱运行】金十期货12月19日讯，本周苯乙烯价格小幅下跌，截至12月18日江苏市场收盘均价在8925元/吨，较上周三下跌45元/吨，跌幅0.5%。1. 成本：本周市场仍未摆脱整理倾向，布伦特油价在73.19-74.49美元/桶间波动，周均价环比上涨2.04%；纯苯北方需求有支撑，而华东供应施压，南北制衡下，价格震荡整理，截至12月18日收盘华东市场均价较上周三下跌10元/吨。成本端缺乏单边指向。2. 供需：本周期内随着安徽嘉玺、宁波大榭装置重启后的稳定运行，产量环比增加2.54%，华东主港虽未累库，但周内企业库存环比增加8.10%，供应端整体施压市场。主力下游ABS、PS开工继续提升，EPS或波动有限，需求继续给予价格支撑。3. 预测：宏观降息落地和库存支撑，油价短期或延续调整行情；纯苯市场也维持区间整理，短期成本端仍缺乏单边驱动。当前苯乙烯行业开工高于历史同期水平，后续安徽昊源、新浦化学、浙石化PO/SM装置或于月底开始陆续重启，裕龙石化50万吨/年苯乙烯装置在近日引料投产，供应增加预期或继续对价格施压。
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