[PE早间提示]成本支撑减弱,市场震荡走势
一、关注点
1 、成本端: 伊朗局势出现暂时缓和迹象,叠加市场预计委内瑞拉 原油 供应量未来将增长,国际油价下跌。NYMEX 原油期货 02合约59.19跌2.83美元/桶,环比-4.56%;ICE布油期货03合约63.76跌2.76美元/桶,环比-4.15%。
2 、目前停车装置: 目前停车装置涉及26套聚乙烯装置,暂无新增装置检修。
3 、昨日市场回顾: 上一日国内 聚乙烯市场 价格上涨,幅度15-61元/吨。开单价上移,贸易商继续逢高出货,氛围谨慎。
核心逻辑: 成本支撑减弱 市场震荡走势
二、价格表单

三、行情展望
库存压力缓解,上游短期挺价为主;下游开工下降,观望情绪增加。成本支撑减弱,市场震荡走势。( 仅供参考 )
四、数据日历
|
数据 |
发布日期 |
上期数据 |
下期趋势预计 |
|
PE 生产企业总库存(万吨) |
周三17:00PM |
35.03 |
↗ |
|
PE 社会样本仓库库存 |
周二17:00PM |
-0.10% |
↘ |
|
PE 周度产量(万吨) |
周四17:00PM |
66.98 |
↗ |
|
PE 检修影响量(万吨) |
周四17:00PM |
11.27 |
↘ |
|
PE 周度产能利用率 |
周四17:00PM |
81.50% |
↗ |
|
PE 下游行业产能利用率 |
周四17:00PM |
-0.27% |
↘ |
|
PE 心态调研 |
周四12:00AM |
-11.39% |
↗ |
|
数据来源:隆众资讯 备注: 1 、↓↑视为大幅波动,突出涨跌幅超过3%的数据维度。 2 、↗↘视为窄幅波动,突出涨跌幅在0-3%以内的数据。 |
|||
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