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甲醇聚烯烃早报-20250508
Yong An Qi Huo· 2025-05-08 03:00
甲醇聚烯烃早报 研究中心能化团队 2025/05/08 甲 醇 日期 动力煤期 货 江苏现货 华南现货 鲁南折盘 面 西南折盘面 河北折盘 面 西北折盘 面 CFR中国 CFR东南 亚 进口利润 主力基差 盘面MTO 利润 2025/04/2 8 801 2450 2455 2680 2650 2720 2770 261 340 206 135 -918 2025/04/2 9 801 2450 2425 2675 2660 2720 2770 261 340 184 140 -842 2025/04/3 0 801 2453 2415 2650 2660 2720 2755 258 340 218 170 -812 2025/05/0 6 801 2435 2380 2615 2660 2605 2705 258 340 185 175 -762 2025/05/0 7 801 2432 2388 2565 2650 2585 2695 258 340 185 170 -788 日度变化 0 -3 8 -50 -10 -20 -10 0 0 0 -5 -26 观点 伊朗发货少,05时间不够,目前预计4月底库 ...
甲醇聚烯烃早报-20250507
Yong An Qi Huo· 2025-05-07 13:35
Report Summary 1. Report Industry Investment Rating No investment rating is provided in the report. 2. Core Views - **Methanol**: Iran's low methanol shipments may lead to inventory reaching a seasonal low by the end of April. If there is an unexpected supply gap in May, low inventory levels will provide a safety margin for long - positions [1]. - **Plastic (Polyethylene)**: Overall polyethylene inventory is neutral. The 05 basis is around +300 in North and East China. Import profit is around -400 with no further increase. Attention should be paid to US quotes and new device commissioning [6]. - **PP (Polypropylene)**: Polypropylene inventory has increased in upstream and mid - stream. The 05 contract may face pressure under over - capacity. Pressure relief requires increased exports or monthly maintenance of 2 million tons of PDH devices [6]. - **PVC**: The PVC basis has strengthened. Mid - upstream inventory is decreasing, and spring maintenance may bring the operating rate to 75%. Attention should be paid to export, coal prices, housing sales, terminal orders, and operating rates [9]. 3. Summary by Commodity Methanol - **Price Data**: From April 25 to May 6, the price of Jiangsu spot decreased from 2440 to 2445, with a daily decrease of -8 on May 6. The import profit remained at 218, and the main contract basis increased from 30 to 175 [1]. - **Viewpoint**: Due to low shipments from Iran, inventory is expected to reach a seasonal low at the end of April. In May, inventory may accumulate, but low inventory at the end of April will still be a trading factor [1]. Plastic (Polyethylene) - **Price Data**: From April 25 to May 6, the price of North China LL decreased from 7330 to 7230, with a daily decrease of -70 on May 6. The main contract futures price decreased from 7150 to 6987, and the basis increased from 190 to 260 [6]. - **Viewpoint**: Overall inventory is neutral. The 05 basis is around +300 in North and East China. Import profit is around -400. Attention should be paid to US quotes and new device commissioning [6]. PP (Polypropylene) - **Price Data**: From April 25 to May 6, the price of East China PP decreased from 7180 to 7125, with a daily decrease of -30 on May 6. The main contract futures price decreased from 7097 to 6995, and the basis increased from 70 to 110 [6]. - **Viewpoint**: Upstream and mid - stream inventory has increased. The 05 contract may face pressure under over - capacity. Pressure relief requires increased exports or monthly maintenance of 2 million tons of PDH devices [6]. PVC - **Price Data**: From April 25 to May 6, the price of calcium carbide method in East China decreased from 4850 to 4740, with a daily decrease of -60 on May 6. The basis increased from -180 to -170 [8][9]. - **Viewpoint**: The basis has strengthened. Mid - upstream inventory is decreasing, and spring maintenance may bring the operating rate to 75%. Attention should be paid to export, coal prices, housing sales, terminal orders, and operating rates [9].
聚酯数据日报-20250506
Guo Mao Qi Huo· 2025-05-06 08:08
投资咨询业务资格:证监许可【2012】31号 ITG国贸期货 | | | | | 聚酯数据日报 | | | --- | --- | --- | --- | --- | --- | | | | 国贸期货研究院 | | 投资咨询号:Z0017251 | 2025/5/6 | | | | 能源化工研究中心 | 陈胜 | | 从业资格号:F3066728 | | | 指标 | 2025/4/29 | 2025/4/30 | 变动值 | 行情综述 | | | INE原油(元/桶) | 483.6 | 471. 1 | -12. 50 | 成交情况: PTA:PTA行情上涨,去库存利好延续,现货基差上 | | SC | PTA-SC(元/陣) | 925.6 | 1010. 5 | 84. 84 | 涨,抵消了原油偏弱带来的利空影响。节前业者观望 为主,公开成交不多。 | | | PTA/SC(比价) | 1. 2634 | 1. 2952 | 0. 0318 | | | | CFR中国PX | 756 | 748 | -8 | | | PX | PX-石脑油价差 | 178 | 190 | 12 | | | | PTA ...
聚酯数据日报-20250501
Guo Mao Qi Huo· 2025-05-01 02:13
ITG国贸期货 | | | | | 聚酯数据日报 | | | --- | --- | --- | --- | --- | --- | | | | 国贸期货研究院 | | 投资咨询号: Z0017251 | 2025/4/30 | | | | 能源化工研究中心 | 陈胜 | | 从业资格号:F3066728 | | | 指标 | 2025/4/28 | 2025/4/29 | 变动值 | 行情综述 | | SC | INE原油(元/桶) | 498.0 | 483.6 | -14. 40 | 成交情况: PTA:PTA行情小跌,原油下跌,利空PTA行情,但去库 | | | PTA-SC(元/陣) | 861.0 | 925.6 | 64. 65 | 存预期之下PTA主力供应商报盘基差较强,支撑PTA现 货基差。 | | | PTA/SC(比价) | 1. 2379 | 1. 2634 | 0. 0255 | | | | CFR中国PX | 758 | 756 | -2 | | | PX | PX-石脑油价差 | 176 | 178 | 2 | | | | PTA主力期价(元/吨) | 4480 | 4440 | ...
甲醇聚烯烃早报-20250430
Yong An Qi Huo· 2025-04-30 12:55
甲醇聚烯烃早报 研究中心能化团队 2025/04/30 | 甲 醇 | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 日期 | 动力煤期 | | 江苏现货 华南现货 | 鲁南折盘 | 西南折盘面 | 河北折盘 | 西北折盘 | CFR中国 | CFR东南 | | 进口利润 主力基差 | 盘面MTO | | | 货 | | | 面 | | 面 | 面 | | 亚 | | | 利润 | | 2025/04/2 3 | 801 | 2438 | 2468 | 2745 | 2610 | 2720 | 2855 | 261 | 340 | 184 | 40 | -863 | | 2025/04/2 4 | 801 | 2437 | 2455 | 2740 | 2610 | 2720 | 2840 | 261 | 340 | 164 | 35 | -875 | | 2025/04/2 5 | 801 | 2440 | 2458 | 2740 | 2610 ...
聚酯数据日报-20250430
Guo Mao Qi Huo· 2025-04-30 10:48
投资咨询业务资格:证监许可【2012】31号 ITG国贸期货 | | | | | 聚酯数据日报 | | | --- | --- | --- | --- | --- | --- | | | | 国贸期货研究院 | | 投资咨询号: Z0017251 | 2025/4/30 | | | | 能源化工研究中心 | 陈胜 | | 从业资格号:F3066728 | | | 指标 | 2025/4/28 | 2025/4/29 | 变动值 | 行情综述 | | SC | INE原油(元/桶) | 498.0 | 483.6 | -14. 40 | 成交情况: PTA:PTA行情小跌,原油下跌,利空PTA行情,但去库 | | | PTA-SC(元/陣) | 861.0 | 925.6 | 64. 65 | 存预期之下PTA主力供应商报盘基差较强,支撑PTA现 货基差。 | | | PTA/SC(比价) | 1. 2379 | 1. 2634 | 0. 0255 | | | | CFR中国PX | 758 | 756 | -2 | | | PX | PX-石脑油价差 | 176 | 178 | 2 | | | | PTA主力 ...
中辉期货日刊-20250430
Zhong Hui Qi Huo· 2025-04-30 05:09
1. Report Industry Investment Ratings - Crude oil: Weak [1] - LPG: Weak [1] - L: Bearish [1] - PP: Weak [1] - PVC: Weak [1] - PX: Bearish [1] - PTA/PTR: Bearish [1] - Ethylene glycol: Bearish [1] - Glass: Weak [1] - Soda ash: Sideways [1] - Methanol: Bearish [1] - Urea: Bearish [1] - Asphalt: Bearish [1] 2. Core Views of the Report - The overall market is influenced by factors such as trade policy uncertainty, OPEC+ production expansion, and cost fluctuations, with most varieties showing weak or bearish trends [1]. 3. Summary by Related Catalogs Crude Oil - **Market Condition**: Overnight international oil prices fell slightly, with WTI down 2.63%, Brent down 2.33%, and domestic SC down 1.23% [3]. - **Basic Logic**: Trade policy uncertainty and OPEC+ production expansion lead to weak oil prices, but the approaching trading season strengthens short - term support. Supply and demand factors and inventory changes also affect the market [4]. - **Strategy Recommendation**: In the long - term, due to factors like the tariff war, new energy impact, and OPEC+ expansion, oil supply is in surplus, and the price fluctuates between $55 - 65. In the short - term, the price is below the 5 - day moving average, and it's recommended to hold light positions or buy options to hedge risks during the May Day holiday. SC focuses on [470 - 485] [5]. LPG - **Market Condition**: On April 29, the PG main contract closed at 4383 yuan/ton, down 0.27% [7]. - **Basic Logic**: Affected by tariff policies, the import cost of propane rises, but the continuous decline in oil prices drags down the cost, resulting in a weak trend. There are changes in factors such as warehouse receipts, cost - profit, supply, demand, and inventory [8]. - **Strategy Recommendation**: In the long - term, the cost support is weak, and the trend mainly follows oil prices. Technically, it's below the 5 - day moving average. It's recommended to wait and see before the holiday. PG focuses on [4350 - 4420] [9]. L - **Market Condition**: The 5 - 9 spread increased by 11 yuan/ton day - on - day [11]. - **Basic Logic**: The supply side has new production capacity, and some import windows are open or about to open. The demand side is at the end of the seasonal peak for agricultural films. The cost of crude oil falls, and the fundamentals are weak. In the long - term, the pressure of new device production and the decline of crude oil make the rebound bearish [12]. - **Strategy Recommendation**: Go short on rallies. L focuses on [7030 - 7200] [12]. PP - **Market Condition**: The L - PP09 spread decreased by 1 yuan/ton day - on - day [14]. - **Basic Logic**: The cost support weakens, the warehouse receipts decline, and the supply - demand is weak. In the long - term, the pressure of new device production and the decline of crude oil make the rebound bearish [15]. - **Strategy Recommendation**: Wait and see in the short - term and go short on rallies in the medium - term. PP focuses on [7030 - 7150] [15]. PVC - **Market Condition**: The 5 - 9 spread decreased by 8 yuan/ton week - on - week [17]. - **Basic Logic**: As the delivery month approaches, the main contract shifts positions, and the market sentiment is weak. The supply side has new device production, and the demand side has seasonal changes. It's recommended to wait and see in the short - term and go long on pullbacks [18]. - **Strategy Recommendation**: Wait and see in the short - term and go long on pullbacks. V focuses on [4880 - 5020] [18]. PX - **Market Condition**: On April 25, the spot price in East China was 6600 yuan/ton (unchanged), and the PX09 contract closed at 6230 yuan/ton (+64) [19]. - **Basic Logic**: PX devices are under planned maintenance, and the demand - side maintenance is high. Affected by tariffs and OPEC+ production expansion, the expected decline in crude oil prices and high inventory lead to a weakening trend [20]. - **Strategy Recommendation**: PX focuses on [6150 - 6250] [20]. PTA - **Market Condition**: On April 25, the PTA price in East China was 4490 yuan/ton (+62), and the TA09 contract closed at 4400 yuan/ton (+30) [22]. - **Basic Logic**: The high volume of PTA device maintenance eases supply - side pressure. The downstream polyester load is high but expected to weaken, and the terminal weaving inventory is high. The inventory decreases, and the cost support is limited. It's recommended to look for short - selling opportunities on rallies [23]. - **Strategy Recommendation**: TA focuses on [4360 - 4460] [24]. Ethylene Glycol (MEG) - **Market Condition**: On April 25, the spot price of ethylene glycol in East China was 4184 yuan/ton (-32), and the EG09 contract closed at 4160 yuan/ton (-19) [25]. - **Basic Logic**: Devices are under planned maintenance, the arrival volume is high, and the import in March exceeded expectations. The demand side is good but expected to weaken, and the inventory is high. The cost support is weak, and it's recommended to go short on rallies [26]. - **Strategy Recommendation**: EG focuses on [4160 - 4220] [27]. Glass - **Market Condition**: The spot market price was stable, the futures was weakly volatile, the main contract basis widened, and the warehouse receipts remained unchanged [29]. - **Basic Logic**: Macroeconomic sentiment is cautious due to the trade war and lack of incremental policies. The supply is stable at a low level, the demand has seasonal improvement but is lower than the same period. The upstream inventory accumulates again, and the short - term rebound is suppressed [30]. - **Strategy Recommendation**: FG focuses on [1080 - 1120] [30]. Soda Ash - **Market Condition**: The heavy - soda ash spot price was raised, the futures was slightly bullish, the basis narrowed, and the warehouse receipts and valid forecasts increased [31]. - **Basic Logic**: The planned maintenance of soda ash enterprises in May may reduce supply, but the over - capacity remains. The downstream demand changes little, and the inventory is still high. The market sentiment warms up, but the supply - demand drive is limited, and the medium - term upward drive is lacking [32]. - **Strategy Recommendation**: SA focuses on [1335 - 1380] [32]. Methanol - **Market Condition**: On April 25, the spot price of methanol in East China was 2413 yuan/ton (+5), and the main 09 contract closed at 2288 yuan/ton (-1) [34]. - **Basic Logic**: Although the device maintenance reduces the load, the overall supply pressure is still large, and the arrival expectation is likely to be fulfilled. The demand is expected to weaken, the social inventory decreases slightly, and the cost support is weak. It's recommended to go short on rallies [34]. - **Strategy Recommendation**: MA focuses on [2255 - 2285] [35].
聚酯数据日报-20250429
Guo Mao Qi Huo· 2025-04-29 07:32
投资咨询业务资格:证监许可【2012】31号 ITG国贸期货 | | | | | 聚酯数据日 | | | --- | --- | --- | --- | --- | --- | | | | 国贸期货研究院 | | 投资咨询号: Z0017251 | 2025/4/29 | | | | 能源化工研究中心 | 陈胜 | 从业资格号:F3066728 | | | | 指标 | 2025/4/25 | 2025/4/28 | 变动值 | 行情综述 | | | INE原油(元/桶) | 496. 1 | 498. 0 | 1. 90 | 成交情况: PTA: PTA行情上涨,去库存预期之下,PTA主力供应商 | | SC | PTA-SC(元/陣) | 794.8 | 861.0 | 66. 19 | 报盘基差继续走强,提振市场。但买方跟涨动力不 | | | PTA/SC(比价) | 1. 2205 | 1. 2379 | 0. 0174 | 足,盘中现货基差冲高回落。 | | PX | CFR中国PX | 752 | 758 | 6 | | | | PX-石脑油价差 | 170 | 176 | 6 | | | | P ...
中辉期货日刊-20250429
Zhong Hui Qi Huo· 2025-04-29 05:07
1. Report Industry Investment Ratings - Crude oil: Weak [1] - LPG: Sideways [1] - L: Bearish [1] - PP: Sideways [1] - PVC: Sideways [1] - PX: Bullish [1] - PTA/PR: Bullish [1] - Ethylene glycol: Bearish [1] - Glass: Sideways [1] - Soda ash: Sideways [1] - Methanol: Bearish [1] - Urea: Bearish [1] - Asphalt: Bearish [1] 2. Core Views of the Report - The trade policy uncertainty and OPEC+ production increase lead to a weak oil price, while the upcoming trade peak season strengthens the short - term downside support [2]. - LPG follows the oil price for consolidation, with short - term cost support but weak strength [7]. - For L, the high - operation of devices, abundant supply, and weakening demand result in a bearish outlook [10]. - PP shows a short - term support due to high parking ratio and weak supply - demand, but a bearish long - term outlook [13]. - PVC has a cost - supported low - level sideways movement, and short - term wait - and - see is recommended [16]. - PX has an improved April fundamental and is currently fluctuating with cost, showing a bullish sideways trend [18]. - PTA has reduced supply pressure, but the downstream polyester is expected to weaken, with a short - term bullish trend and opportunities to short at high levels [22]. - Ethylene glycol has a high arrival volume and expected weakening demand, with limited cost support and a bearish short - term adjustment [24]. - Glass has a stable low - level supply, seasonal demand improvement, but high inventory restricts the short - term rebound [27]. - Soda ash has a short - term warm sideways movement due to reduced supply, but a bearish mid - term outlook due to new capacity [1]. - Methanol has a large supply pressure, weakening demand, and weak cost support, with a bearish short - term outlook [29]. - Urea has a large supply pressure and weak demand, but fast - growing fertilizer exports, with a bearish outlook and opportunities to go long on pullbacks [33]. - Asphalt has a high crack spread and a bearish rebound, with a weak and sideways cost - end oil price [1]. 3. Summary by Related Catalogs 3.1 Crude Oil - **Market Performance**: Overnight international oil prices declined (WTI down 1.54%, Brent down 1.53%), while domestic SC rose 0.06% [2]. - **Supply**: As of April 25, the number of active US oil rigs increased by 2 to 483. Kazakhstan's March oil production decreased by about 3% to 62.7 barrels per day [2]. - **Demand**: In April, Russia's supply of ESPO blended oil to Indian ports increased to about 400,000 tons (about 100,000 barrels per day) [2]. - **Inventory**: As of April 18, US commercial crude oil inventory increased by 2 million barrels to 443.1 million barrels, and strategic crude oil reserve increased by 5 million barrels to 397.5 million barrels [2]. - **Strategy**: Long - term price range is $55 - 65, short - term is weak, and SC focuses on [480 - 500] [3]. 3.2 LPG - **Market Performance**: On April 28, the main PG contract closed at 4,395 yuan/ton, down 0.25% [5][6]. - **Supply**: As of April 25, the total LPG commodity volume was 515,500 tons, up 2,300 tons [7]. - **Demand**: As of April 25, the开工 rates of PDH, MTBE, and alkylation oil decreased by 3.09pct, 2.18pct, and 0.51pct respectively [7]. - **Inventory**: As of April 25, refinery inventory was 163,200 tons, down 1,000 tons, and port inventory was 2.8402 million tons, up 175,700 tons [7]. - **Strategy**: Long - term cost support is weak, follow the oil price for consolidation, and conduct PG05 - 06 positive spread operation and sell call options. PG focuses on [4350 - 4450] [7]. 3.3 L - **Market Performance**: L09 (main contract) closed at 7,164 yuan/ton, up 0.2% [9]. - **Supply**: New production capacity of 2.08 million tons has been put into operation this year, and the LLDPE, LDPE film, and HDPE film import windows are closed [10]. - **Demand**: The agricultural film season is ending, and demand is gradually weakening [10]. - **Inventory**: PE enterprise inventory increased by 5.9% to 530,000 tons [9]. - **Strategy**: Go short at high levels, and L focuses on [7080 - 7200] [10]. 3.4 PP - **Market Performance**: PP09 (main contract) closed at 7,112 yuan/ton, up 0.2% [12]. - **Supply**: Baofeng's 1 million tons/year PP device was successfully put into operation in the first quarter, and attention is paid to the commissioning progress of Zhongjing Petrochemical's 1.5 million tons/year PDH device [13]. - **Demand**: Product exports are under pressure due to tariff disturbances [13]. - **Inventory**: PP enterprise inventory decreased by 2.4% to 600,000 tons [12]. - **Strategy**: Short - term wait - and - see, mid - term short at high levels, and PP focuses on [7050 - 7150] [13]. 3.5 PVC - **Market Performance**: V09 (main contract) closed at 4,989 yuan/ton, up 0.6% [15]. - **Supply**: Xinpu Chemical's 500,000 - ton device was put into operation in January, and the capacity utilization rate is 79% [16]. - **Demand**: The decline in real - estate completion area narrows, and downstream开工率 decreases seasonally [16]. - **Inventory**: PVC仓单 decreased by 0.3% to 29,653 [15]. - **Strategy**: Short - term wait - and - see, go long on pullbacks, and V focuses on [4920 - 5060] [16]. 3.6 PX - **Market Performance**: On April 25, the spot price of PX in East China was 6,600 yuan/ton (flat), and the PX09 contract closed at 6,230 yuan/ton (+64) [17]. - **Supply**: Many domestic and overseas PX devices are under maintenance, with the weekly output of 647,000 tons, down 7,000 tons [18]. - **Demand**: PTA device maintenance is high, and the demand is expected to weaken [18]. - **Inventory**: In March, PX inventory was at a high level in the same period, and the number of warehouse receipts was 1,064, lower than the same period [18]. - **Strategy**: PX focuses on [6220 - 6320] [19]. 3.7 PTA - **Market Performance**: On April 25, the spot price of PTA in East China was 4,490 yuan/ton (+62), and the TA09 contract closed at 4,400 yuan/ton (+30) [20][21]. - **Supply**: Many PTA devices are under maintenance, with a weekly output of 1.393 million tons, up 55,000 tons [22]. - **Demand**: The downstream polyester is expected to weaken, and the terminal weaving inventory is high [22]. - **Inventory**: PTA social inventory decreased to 4.804 million tons in March, and the number of warehouse receipts decreased [22]. - **Strategy**: TA focuses on [4420 - 4520], and pay attention to shorting at high levels [22]. 3.8 Ethylene Glycol - **Market Performance**: On April 25, the spot price of ethylene glycol in East China was 4,184 yuan/ton (-32), and the EG09 contract closed at 4,160 yuan/ton (-19) [23]. - **Supply**: Many domestic and overseas devices are under maintenance, with a high expected arrival volume of 248,000 tons [24]. - **Demand**: The downstream polyester is expected to weaken, and the terminal weaving inventory is high [24]. - **Inventory**: Social inventory increased slightly, and port inventory decreased [24]. - **Strategy**: EG focuses on [4150 - 4220] [25]. 3.9 Glass - **Market Performance**: The spot market quotation is regionally differentiated, the futures is at a low - level sideways movement, the main contract basis narrows, and the number of warehouse receipts decreases [27]. - **Supply**: The glass supply remains stable at a low level, and the cold - repair plan of manufacturers slows down after the cost decreases [27]. - **Demand**: The demand shows a seasonal improvement but is lower than the same period, and the real - estate industry has not stabilized [27]. - **Inventory**: The total enterprise inventory increased by 395,000 heavy boxes to 65.473 million heavy boxes, up 0.61% [27]. - **Strategy**: FG focuses on [1100 - 1140] [27]. 3.10 Soda Ash - **Market Performance**: The spot market quotation is regionally differentiated, the futures is at a low - level sideways movement [1]. - **Supply**: There are many maintenance plans, and the supply is expected to decrease [1]. - **Demand**: No specific demand - related content mentioned in the provided documents. - **Inventory**: The alkali plant inventory decreases slightly [1]. - **Strategy**: No specific strategy content other than the price range in the provided documents. 3.11 Methanol - **Market Performance**: On April 25, the spot price of methanol in East China was 2,413 yuan/ton (+5), and the main 09 contract closed at 2,288 yuan/ton (-1) [29]. - **Supply**: Domestic and overseas methanol devices are under maintenance, but the supply pressure is still large, and the import is expected to increase in May [29]. - **Demand**: The demand of MTO devices is expected to weaken, and the traditional downstream demand is in the off - season [29]. - **Inventory**: The social inventory of methanol decreases slightly to 773,000 tons [29]. - **Strategy**: MA focuses on [2260 - 2310], and go short on rebounds [29][30]. 3.12 Urea - **Market Performance**: On April 25, the spot price of small - particle urea in Shandong was 1,830 yuan/ton (flat), and the main contract closed at 1,757 yuan/ton (-1) [32]. - **Supply**: The maintenance devices are gradually restarted, with a high daily output, and the supply pressure is large [33]. - **Demand**: It is the off - season for agricultural fertilization, and the industrial demand is weak, but fertilizer exports are growing fast [33]. - **Inventory**: The inventory accumulates, with the factory inventory at 1.065 million tons and the port inventory at 117,000 tons [33]. - **Strategy**: The price range of UR is [1760 - 1790], and pay attention to going long on pullbacks [33]. 3.13 Asphalt - **Market Performance**: No specific recent market performance content mentioned other than the price range in the provided documents. - **Supply**: No specific supply - related content mentioned in the provided documents. - **Demand**: No specific demand - related content mentioned in the provided documents. - **Inventory**: Both social and factory inventories are increasing [1]. - **Strategy**: The price range of BU is [3400 - 3500], and go short on rebounds [1].
《能源化工》日报-20250429
Guang Fa Qi Huo· 2025-04-29 03:07
聚酯产业链日报 投资咨询业务资格:证监许可 【2011】1292号 张晓珍 Z0003135 | 下游聚酯产品价格及现金流 | 上游价格 | 品种 | 4月28日 | 涨跌 | 单位 | 品种 | 4月25日 | 涨跌 | 4月25日 | 涨跌幅 | 4月28日 | 涨跌幅 | 单位 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | -1.01 | -1.5% | POY150/48价格 | 布伦特原油(6月) | 66.87 | 6395 | 6265 | 130 | 2.1% | 65.86 | 美元/桶 | -1.5% | WTI原油(6月) | 63.02 | -0.97 | FDY150/96价格 | 130 | 2.0% | 62.05 | 6580 | 6450 | | | -0.7% | DTY150/48价格 | 85 | CFR日本石脑 ...