【对二甲苯:成本施压且去库不及预期 PX价、利双缩】金十期货4月16日讯,近期受美国关税政策加码、OPCE+宣布增产、全球经济衰退担忧发酵影响,国际油价单边重挫,进而以成本下跌行情为源动力,亚洲PX价格跟跌幅度明显,CFR中国价格一度跌破700美元/吨关口位,至2021年2月以来新低。同时国内PX装置运行状态表现平稳,反观需求端部分PTA大厂公布检修安排,加剧参与者对后市去库力度放缓担忧,场内偏空氛围下,PX-原油及PX-MX价差亦出现压缩,重整装置盈利能力收窄。
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