Supply and Demand - As of July 3, the overall production of styrene was 366,600 tons, with a utilization rate of 80.03% [2] - As of July 7, the total port inventory of styrene in Jiangsu was 111,500 tons, an increase of 12.85% from the previous period [2] - The capacity utilization rates for downstream products as of July 3 were 55.88% for EPS, 52.4% for PS, and 65.04% for ABS, indicating a decline in production [2] Market Outlook - The styrene industry is experiencing good profits, but there are expectations of increased supply due to the gradual recovery of previously shut down facilities and the commissioning of new ones [3] - Despite the strong short-term price support from oil prices and a favorable domestic commodity atmosphere, the overall price increase for styrene is limited due to weak supply-demand expectations and high valuations [3] - Strategies suggested include monitoring the pressure around 7,500 for EB08 and considering selling call options above this price [3]
苯乙烯：供需预期偏弱且高估值下 苯乙烯涨幅受限
Jin Tou Wang·2025-07-10 02:23