【成本、需求双重拖累，PTA盘中几度跌停】金十期货4月9日讯，1. 美国海关与边境保护局重申各国具体税率将于4月9日凌晨12:01（北京时间4月9日中午12:01）生效，鉴于中美贸易战仍然处于螺旋升级状态，市场悲观情绪进一步释放，周三能化板块大跌，聚酯类商品跌幅居前，PTA盘中多次触及跌停。2. 后续来看，受关税以及OPEC增产影响，原油价格重心大幅回落，美原油价格已下破60美元/桶，拖累聚酯链成本支撑坍塌，成本变动成为近期PTA走势的主要逻辑。此外，关税对我国纺织服装出口以及东南亚转口贸易影响较大。上周聚酯负荷小幅抬升0.3%在93.2%，但终端消费与出口需求在关税变动频出下，存走低预期，订单等担忧情绪浓厚，未来聚酯或有减产倾向，PTA加工费短期承压。若本周贸易格局进一步恶化，对需求的悲观情绪或进一步释放，PTA价格或继续受到来自成本坍塌及终端负反馈的影响。
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