美伊局势仍有不确定性 纯苯主力遭遇一波急速上涨

Core Viewpoint - The main focus of the news is the recent surge in pure benzene futures, with the main contract reaching a peak of 5823.0 yuan and closing at 5785.0 yuan, reflecting a 2.73% increase [1]. Group 1: Market Analysis - New Lake Futures expresses optimism regarding the rebound potential of pure benzene, citing stable domestic supply and an increase in downstream operating rates, particularly with the upcoming demand from styrene [2]. - The supply side shows that the latest operating rates for petroleum benzene and hydrogenated benzene are at 74.26% and 57.59% respectively, indicating stable domestic supply [2]. - The latest port inventory stands at 324,000 tons, with visible inventory levels being high but hidden inventory decreasing, suggesting a potential shift in market dynamics [2]. Group 2: Short-term Outlook - Ruida Futures anticipates a short-term oscillation for BZ2603, with domestic pure benzene production expected to decrease due to lower operating rates in petroleum benzene [2]. - The report indicates that the domestic supply-demand balance is shifting from a wide balance to a tight balance, with expectations of increased demand from the restart of styrene production facilities [2]. - The geopolitical situation, particularly regarding the US-Iran dynamics, may impact international oil prices, adding uncertainty to cost factors [2].