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本周石化板块整体表现一般,持续关注反内卷 | 投研报告
Zhong Guo Neng Yuan Wang·2025-09-01 06:41

Group 1 - The core viewpoint indicates that the oil and petrochemical index performed generally, with a decrease of 0.57% compared to the previous week, while other petrochemical sectors showed a better performance with an increase of 1.15% [1][2] - The report highlights the steady increase in the price and price spread of polyester filament, along with a rise in inventory days and operating rates of weaving machines in Jiangsu and Zhejiang [1][3] - The energy prices are experiencing fluctuations, with a decrease in US crude oil inventory and a mixed performance in refined oil inventory [3] Group 2 - The report emphasizes the importance of monitoring the progress of eliminating outdated facilities and upgrading in the petrochemical industry, especially in light of the stable reduction in US oil inventory [2][4] - It suggests that if demand improves and there is progress in eliminating backward production capacity, it would be beneficial for the midstream refining sector [4]