机构观点:苯乙烯将以下跌的形式继续收基差

金十财经
08 Apr

【机构观点:苯乙烯将以下跌的形式继续收基差】金十期货4月8日讯,目前受原油OPEC+增产及美国关税对经济的利空影响,原油断崖式下跌拖累苯乙烯盘面跌停;苯乙烯在高供应的情况下连续三周边际回落,工厂和港口库存连续继续去化,三大下游受PS和ABS产线后市重启影响,边际小幅增加,但整体增量有限。整体来看,在成本承压,需求无亮点的背景下,绝对价格的走势依赖于成本端原油及纯苯进口的冲击影响,盘面基差已经高位回归至56,接下来将以下跌的形式继续收基差。操作建议:空单持有。

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