推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 PE:
盡管目前石化庫(kù)存壓力仍不大,但受油價(jià)持續(xù)暴跌影響,石化也開(kāi)始讓利出貨,給期價(jià)帶來(lái)較大壓力,整體基本面仍偏好,目前供應(yīng)無(wú)壓的狀態(tài)將繼續(xù)維持,薄膜需求也在逐步好轉(zhuǎn),HDPE需求進(jìn)入7月份后也將陸續(xù)好轉(zhuǎn),且截至6月底的社會(huì)庫(kù)存繼續(xù)小幅下降,未來(lái)旺季前的備貨需求動(dòng)力和空間持續(xù)存在,只是時(shí)機(jī)還需等待,我們認(rèn)為未來(lái)整體PE價(jià)格仍將維持震蕩偏強(qiáng)走勢(shì),且隔夜油價(jià)短期止跌,且考慮到目前期價(jià)已貼水最低交割庫(kù)價(jià)格200元/噸,認(rèn)為塑料回調(diào)趨勢(shì)將逐步減緩,我們預(yù)計(jì)今日L1509價(jià)格運(yùn)行區(qū)間為9250-9500元/噸,單邊上,激進(jìn)投資者在9300元/噸附近及以下逢低試多。
PP:
目前PP石化庫(kù)存壓力有所增大,石化出現(xiàn)降價(jià),且后市繼續(xù)有PP裝置重啟,再加上PP需求逐步好轉(zhuǎn)要到8月份,烯烴單體供應(yīng)壓力也在逐步增大,近期PP壓力持續(xù)存在,因此我們認(rèn)為近期PP延續(xù)震蕩回調(diào)走勢(shì)的概率較大,不過(guò)隨著額國(guó)際油價(jià)止跌,且此輪回調(diào)期價(jià)跌至前期8100元/噸附近的支撐位,如果沒(méi)有新的利空出來(lái),下方空間有限,預(yù)計(jì)今日PP09合約價(jià)格運(yùn)行區(qū)間為8150-8350元/噸,激進(jìn)投資者可逢低試多。
另外,考慮到PE的社會(huì)庫(kù)存要遠(yuǎn)低于PP,備貨潛力更大,且農(nóng)膜開(kāi)機(jī)率也開(kāi)始低位回升,整體需求回升空間要大于PP,再加上揚(yáng)子江石化40萬(wàn)噸PP投放的持續(xù)影響,還有就是大唐多倫的再次重啟,寧夏寶豐轉(zhuǎn)產(chǎn)拉絲,再加上拉絲需求逐步回落,要到8月份后才陸續(xù)好轉(zhuǎn),丙烯單體供應(yīng)壓力7月份后也將逐步增大,我們認(rèn)為近期PE的上漲速度和空間將大于PP,價(jià)差將繼續(xù)拉大,且目前現(xiàn)貨價(jià)差為900元/噸,做多PE-PP價(jià)差仍可繼續(xù)持有。
