【LPG:华南竞争加剧 价格下跌】金十期货3月26日讯,1. 进入3月份,华南液化气市场整体呈现震荡下跌的趋势,尤其中旬跌幅更为明显。截至3月25日收盘,华南民用气收盘均价为5075元/吨,较2月底收盘均价下跌240元/吨,珠三角进口气收盘均价为5115元/吨,较2月底收盘均价下跌120元/吨,主营炼厂及进口码头供应量增加、进口利润可观加大卖方出货积极性、区内资源外流不畅等因素均制约华南市场走势。2. 后市来看,国际方面,目前卓创资讯评估4月CP预期丙烷在610美元/吨,丁烷600美元/吨,预期较3月下调幅度有限,进口到岸成本预期较3月波动不大。国内方面,西北货源对沿江地区冲击减弱,当前华南与沿江地区拉开一定价差,部分资源可外流,同时国内主营炼厂春季检修相对集中,其中华南广西北海、中海油惠州二期存检修计划,预计检修损失量在2000吨/日,炼厂减量对华南市场存支撑,另外周边沿江地区九江石化、金澳科技及湖南石化均有检修,利好区内资源外流,预计3月下旬市场或有转折,后期走势预期坚挺,并阶段性试探上涨。
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