【全线大涨！LPG走强的核心驱动是......】金十期货1月2日讯，2024年最后一个交易日，LPG期货“一骑绝尘”，较大程度修复了两个月来的跌幅，1. 南华期货：本次LPG期货价格大幅上涨，更多体现为LPG有基差修复的需求，外部事件美国寒潮成为导火索，点燃了市场的短期看涨情绪。2501合约持续大涨后，在进入交割月前基本实现了基差回归；而2502和2503合约当前仍有相对偏高的基差，后期基差回归的动能或将对期货价格形成支撑。投资者还需关注美国的天气情况，若后续寒潮程度超预期，则LPG期货价格将受到进一步支撑；否则，LPG期货价格或将回落。短期来看，LPG期货强势或将持续，中期需关注化工需求对LPG期货价格的影响。2. 中泰期货：当前仍处在成本走强的过程中，预计本轮反弹还将持续。但随着2025年OPEC+复产以及美国LPG出口量增加，预计全球LPG供给仍非常充裕，这也很大程度上制约了LPG反弹的高度。后续投资者需要重点关注进口利润以及库存情况，一旦进口利润打开，期价或将再度受到压制。在进口端没有超预期不可抗力的情况下，2025年LPG价格重心有望继续下移。
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