【成本扰动无常，基本面好转下乙二醇如何交易？】金十期货2月18日讯，供应端乙二醇装置周度产量在41万吨左右，周环比增幅明显，本周国内乙二醇总产能利用率维持68%，环比上升。新疆15万吨装置最近重启中，多套装置有检修计划。需求端目前聚酯开工率88%。聚酯行业周产量138万多吨，较上周涨幅接近2%。聚酯周度产能利用率平均维持在83%左右，环比小幅上涨。库存方面，截至2月17日，华东主港地区MEG港口库存总量70万吨，小幅增加，截至2025年2月18日，国内乙二醇华东总到港量预计在14.5万吨。中辉期货分析师苏日嘎拉图认为，国内外乙二醇多套装置有检修计划，短期内预计供应端有缩减预期，下游需求节后逐步回升，叠加乙二醇港口库存压力有减缓预期。乙二醇供需面短期向好，乙二醇盘面有上行预期，不过成本端驱动不确定性较大，由于国际能源市场需要时刻关注。
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