【对二甲苯:供需改善预期下 PX商谈企稳回暖】金十期货3月21日讯,中东局势再度紧张,增加供应中断风险,加以美国利率保持不变,油市偏暖运行,带动PX成本驱动提升。另外国内多套PX装置减停产预期兑现,尤其是韩国方面部分PX工厂公布检修规模扩大消息,且后续华东一套250万吨PX生产线停车在即,整体供应端缩量明显,而需求端PTA工厂开工负荷稳步提升,进而增强场内供需矛盾改善信心,叠加中国1-2月PX进口量水平普遍低于市场预期,近期CFR中国PX价格重心呈现企稳回暖迹象。
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