【短期内PP2505预计震荡走势,下方关注7340附近支撑】金十期货3月3日讯,PP2505震荡偏强,终盘收于7387元/吨。供应端,上周石化企业停车、重启装置密集分布,PP产量环比+2.50%至74.89万吨,产能利用率环比+1.94%至79.06%。需求端,下游市场需求季节性回暖,上周下游行业平均开工环比+2.05%至49.06%。库存方面,上周PP商业库存环比-1.49%至93.33万吨,处于春节后去库周期,库存中性。本周四川石化、宁波富德、金诚石化等装置计划重启,产量、产能利用率预计环比上升;3月内蒙古宝丰三线50万吨有投产预期,中长期给到PP行业供应压力。终端需求季节性提升,塑编行业订单显著增长,BOPP订单增长较缓慢。成本方面,俄乌和谈推进及特朗普关税政策给到国际油价压力,油制成本支撑预计偏弱。短期内PP2505预计震荡走势,下方关注7340附近支撑,上方关注7420附近压力。
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