突发：以色列空袭也门首都！“普京愿与泽连斯基会面，但有前提”！

Group 1: Israel's Airstrike in Yemen - Israel's airstrike in Yemen has resulted in 4 deaths and 67 injuries, targeting military objectives of the Houthi forces in the capital Sana'a [1] - The Israeli military stated that the airstrikes were a response to repeated attacks from the Houthis, including missile and drone strikes aimed at Israel [1] - The Houthi forces claimed to have successfully intercepted most of the Israeli aircraft involved in the attacks [1] Group 2: Russia-Ukraine Conflict - Russian Foreign Minister Lavrov indicated that President Putin is willing to meet with Ukrainian President Zelensky, but only if the meeting can yield expected results [2] - Lavrov emphasized that Zelensky currently lacks the legal legitimacy to sign any agreements, according to Ukrainian law [2] - The Russian side proposed the establishment of three working groups during the last round of negotiations in Istanbul, but Ukraine has not responded [2] Group 3: PX Market Analysis - PX futures have begun a recovery trend since August 15, with expectations for price increases as the polyester industry's peak demand season approaches [4] - Domestic PX production is gradually increasing, but there are concerns about the potential elimination of inefficient refining capacities [4] - The PX supply-demand balance is currently stable, but uncertainties in future supply could impact pricing [4] Group 4: Korean Petrochemical Industry - Ten major South Korean petrochemical companies have agreed to restructure their businesses, including a 25% reduction in naphtha cracking capacity due to continuous losses [5] - China's PX import dependency has decreased to 19.76% as of 2024, with significant imports from South Korea [5] - The anticipated increase in PTA production capacity could drive PX demand growth, especially if South Korea's capacity cuts lead to tighter PX supply [5] Group 5: Seasonal Demand Impact on PX Prices - The upcoming "golden September and silver October" demand season is expected to boost weaving industry operating rates, potentially increasing PX prices [6] - Current inventory pressures are limited, and polyester production is expected to maintain high operating rates [6] - The performance of bottle-grade PET demand, particularly in exports, will be crucial for determining PX price movements [6]