【苯乙烯：原料上涨带动价格向上修复】金十期货4月3日讯，本周苯乙烯大致呈现“M”型走势，截至4月2日江苏市场收盘均价在8050元/吨，较上周三上涨140元/吨，涨幅1.77%。1. 成本：本周国际油价继续震荡上涨，中东局势不稳定叠加美即将对加拿大和墨西哥石油出台的关税政策让市场对供应的担忧挥之不去，布伦特原油较上周三上涨1.57%；纯苯价格也震荡上涨，一方面受美金价格上涨带动，另一方面北方下游前期高价原料基本消化，买涨情绪提振下补货积极性提升，也助力价格上涨。截至4月2日华东市场收盘均价较上周三上涨4.56%，中石化也于周内上调纯苯挂牌价格。2. 供需：随着浙石化PO/SM装置、锦西炼化装置开始检修，产量环比减少2.40%左右；华东主港库存环比下降3.76%，由于恒力石化等装置检修时间有所推迟，库存下降幅度不及预期。下游PS产量下降，EPS、ABS相对平稳，下游需求稳中有降，供需基本面支撑偏弱。3. 预测：近日美关税政策逐步落地对全球经济施压，同时利空大宗商品市场，受此影响苯乙烯短期或偏弱运行。
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