【PTA：成本与情绪共振拉升行情还能否回归？】金十期货2月13日讯，近期由于关税升级风险暂时消退，来自贸易战风险溢价消化，然地缘贸易风险支撑原油持续反弹，近端表现强势，不过隔夜美国cpi数据以及美联储官员言论进一步降息预期，对国际市场形成短期利空压制，夜盘仍有“恐怖数据”之称的零售销售数据扰动，短期波动反复，成本角度，PX3月计划检修增加，但低工费下的PTA计划检修有增，PX供应存在宽松预期。供需角度，PTA-PET供需改善，2月趋于平衡，3月预期去库近40万吨。当下随着成本端及供应端利多逐步消化，而下游聚酯在亏压下需求进一步提振受限，市场价格存有弱预期。中辉期货分析师苏日嘎拉图认为，国内炼厂缺原料有出现降负，汽油及芳烃相关产品走强，继而PTA主流供应商落实检修计划。出于供应端、成本端利多释放，叠加月底到下月初国内宏观市场有望跟随两会预期商品氛围好转，PTA市场价格短期经过整理后有继续上行动能。
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