下游涤丝库存压力缓解，聚酯原料盘面下方存支撑 通惠期货研发部 李英杰 从业编号：F03115367 投资咨询：Z0019145 手机：18516056442 www.thqh.com.cn 一、日度市场总结 1. PTA&PX 05月19日，PX 主力合约收6752.0元/吨，较前一交易日收涨0.12%，基差为122.0 元/吨。PTA 主力合约收4776.0元/吨，较前一交易日收涨0.04%，基差为214.0元/ 吨。 成本端，05月19日，布油主力合约收盘65.33美元/桶。WTI收61.93美元/桶。 需求端，05月19日，轻纺城成交总量为818.0万米，15 日平均成交为1005.0万 米。 供应端，PX：中海油惠州150万吨3月29日检修50天左右，扬子石化重整检修至5 月上旬，PX有降负预期，天津石化PX计划6-7月份检修，海南炼化计划4-5月检 修，浙石化250万吨装置已重启，盛虹炼化400万吨原计划4月检修，目前推迟至 5月。PX国内装置开工率为73%，亚洲开工率为67.9%。PTA：台化兴业150万吨 5月6日检修，逸盛大连225万吨计划4月26日检修6周，另375万吨4月21日重启。 嘉兴 ...

Group 1 - The core viewpoint of the articles emphasizes the constructive progress in the U.S.-China trade negotiations, indicating that the differences between the two countries are not as significant as previously thought [1][2] - U.S. Treasury Secretary Yellen and U.S. Trade Representative Tai expressed optimism about the negotiations, suggesting that agreements reached could help reduce the U.S. trade deficit with China [1] - The discussions held in Switzerland resulted in an agreement to establish a framework for ongoing trade issue consultations, indicating a commitment to continued dialogue [1] Group 2 - The commentary from Xinhua highlights the importance of a healthy and stable economic relationship between the U.S. and China for the well-being of both nations and global prosperity [2] - It stresses that enhancing dialogue and managing differences effectively will contribute to better global economic progress [2]