【苯乙烯：关税争端发酵，价格震荡下跌】金十期货4月10日讯，本周苯乙烯价格震荡下跌，截至4月9日江苏市场收盘均价在7100元/吨，较上周三下跌950元/吨，跌幅11.80%。成本：进入四月美加征关税政策逐步落地利空全球经济，进一步利空大宗商品，布伦特原油较上周三下跌12.64%，纯苯价格下跌13.58%。供需：随着万华、恒力、扬巴、浙石化一套乙苯脱氢装置停车检修，本周产量环比减少5.79%附近；华东主港库存环比下降21.19%，较预期降幅扩大。本周PS、EPS预计小降，ABS产量预计增加，需求端较预期转弱。预测：关税贸易摩擦仍存较大不确定性，继续扰动大宗商品市场。苯乙烯基本面来看，当前已有多套装置按计划停车，后续仍有三套装置有停车计划；下游开工或有下降，但整体开工水平仍维持在近两年偏高位，主港库存仍有下降预期，基本面对价格有支撑。短期在贸易争端升级暂缓背景下，苯乙烯或有向上修复可能。
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