【聚丙烯：出口市场“百舸争流” 南美新港引领“一带一路”新局面】金十期货2月18日讯，中国聚丙烯新产能密集投放，全球经济环境承压下需求表现欠佳，需求增速不及供应增速，内销压力增加，国内供应商的目光逐渐转向外销出口。24年11月钱凯港顺利开启对于仍在探索布局海外市场的PP行业来说也是开展南美市场的良好契机。其利好主要聚焦三方面：其一有效减少航运时间；其二海运费相比下降，出口成本降低；其三中资背景下航运安全性得到保障。2023年起南美方向出口货源体量显著增长，从2020年的2.99%增长至2024年的17.59%，南美也成为中国出口新选择。“从上海到钱凯”终成现实，“一带一路”新节点带来的贸易空间值得期待。
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