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PTA:成本支撑微涨,部分企业新增检修计划
Sou Hu Cai Jing·2025-09-18 04:47

Core Viewpoint - The PTA market has seen a slight increase due to cost support driven by geopolitical risks and rising international oil prices, alongside the Federal Reserve's interest rate cuts [1] Group 1: Market Dynamics - Recent geopolitical risks have heightened concerns over oil supply from a European country, contributing to rising international oil prices [1] - The PTA processing fee remains near its annual low, indicating ongoing production losses for companies in the sector [1] - Some PTA companies have announced maintenance plans for October and November, which may positively influence market sentiment [1] Group 2: Future Outlook - Attention should be paid to the recovery of downstream demand, with expectations for a strong oscillation in the PTA market in the short term [1]