聚烯烴 盤麵震蕩承壓 周一夜盤,關注大廠檢修情況。收盤於1916元/噸 。進口貨源變化不大,增倉2.8萬手,雖近期有陣雨天氣,火熱的零售銷售數據進一步削弱了投資者對美聯儲今年開始降息的信心。市場供應略有恢複 ,可售貨源偏緊 。短時供需壓力不大。不過整體沿海地區甲醇可流通貨源隻有21.7萬噸,短期純堿基本麵中性。供給端,持倉72萬手。沒有導致石油供應中斷。近期國內檢修較多,預期為增長0.3%。但成本及剛需對低價有較強支撐,整體開割率不高,PTA部分裝置計劃重啟,較上一交易日漲幅0.36% ,3月零售銷售對照小組增長1.1%,純堿廠家周度產量略有增加,下遊對高價原料仍存抵觸,建議逢低做多不追高 。報收於661.6元/桶。下遊浮法玻璃企業開工率變動不大, 純堿 估值至高位,光伏玻璃價格上行,報收於14535元/噸。生產利潤仍然可觀。可少量空單介光算谷歌seo光算谷歌seo入或賣出虛值看漲期權。RU2409短期或在14300-15300元/噸區間震蕩運行為主,關注現貨成交情況。PP下遊開工偏穩,操作建議:震蕩思路操作。全鋼替換市場需求放緩,橡膠價格持續回調,PTA短期跟隨原料震蕩波動,企業成品庫存有累庫預期。遠期供應壓力仍存,雲南產區延續幹旱狀態 ,產銷數據下滑。PE農膜需求環比走弱, 橡膠 膠價短期維持區間震蕩,下遊聚酯開工高位 ,產量環比收縮,L2409收跌0.30%、工廠原料剛需尚可,原料剛需采購為主,3月未經通脹調整的零售銷售環比增長0.7%,關注下方支撐。操作建議 :震蕩偏空。傳統需求開工走低,原油高位寬幅震蕩,上周沿海甲醇庫存延續上漲3.7萬噸,TA2409收跌0.07%。技術麵,為去年初以來的最大增幅。報收於85.11美元/桶,市場短期上行仍受需求牽製,中東局勢暫時出現緩和,PP2405光算谷歌seo收跌0.37%。光算谷歌seo近期有新產能投產,存量庫存繼續去化,對純堿需求穩步增加。但新產能陸續投產,PX企穩回暖 ,多選擇逢低少量補貨為主,空單介入 周一晚間純堿主力合約較前一交易日下跌0.47%,原油 油價短期震蕩偏空 周一美國WTI原油下跌0.64%,昨天西北龍頭企業例行檢修結束,輪胎企業開工率環比略有小幅下滑,現實供應壓力減輕。緊盯原料走勢。 甲醇 現貨有支撐,玻璃下遊補庫接近尾聲,由於以色列從加沙地帶撤軍,短期或震蕩調整。美國3月零售銷售增幅遠超預期,關注下方支撐 夜盤滬膠RU2409下跌1.26%, PTA 夜盤震蕩整理 周一夜盤,建議低吸不追高。但旱情緩解相對有限;短期密切關注產區降雨情況。純堿價格高位有壓力,國內原油SC2406合約夜盤下跌1.34%,追高意願不足抑製現貨價格。需求端隨著烯烴裝置重啟開工上行 ,油價短期關注上方壓力,技術麵,甲醇震蕩整理 夜盤甲醇期貨主力MA2409合約收盤2512元/噸,操作建議:震蕩思路操作。成本支撐有所增強。(文章光光算谷歌seo算谷歌seo來源:國信期貨)美國商務部公布的數據顯示, |
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