Group 1 - The core viewpoint of the article is that the European Union (EU) has denied reports suggesting it is prepared to accept a 10% tariff proposed by the United States, emphasizing that such claims are speculative and do not reflect the current state of negotiations [1][4] - The EU has consistently opposed what it considers "unfair and illegal tariffs" imposed by the US, and negotiations are ongoing without any agreements reached so far [1][4] - EU officials indicated that any acceptance of the 10% tariff would be conditional and not permanent, aimed at avoiding higher tariffs on specific products like automobiles, pharmaceuticals, and electronics [1][3] Group 2 - In exchange for potentially accepting the 10% tariff, the EU is willing to lower tariffs on American cars and facilitate the sale of US-manufactured vehicles in Europe [3] - The EU has also proposed a complete ban on purchasing Russian natural gas, which could increase demand for American producers [3] - The US currently imposes a 10% baseline tariff on the EU, with threats of punitive tariffs up to 50% if no agreement is reached by July 9, alongside existing tariffs of 25% on automobiles and 50% on steel and aluminum [3][4]

资料来源：IFIND，钢联，中辉期货研究院 | 品种 | 核心观点 | 主要逻辑及价格区间 | | --- | --- | --- | | 原油 | 偏弱 | 美伊谈判取得进展，油价回落。美伊核问题谈判取得进展；中美关税超预期下降，宏观 | | | | 面改善，市场风险偏好上升；OPEC+扩产，油价上方空间有限。SC【455-465】 | | LPG | 偏弱 | 油价回调叠加下游开工下降，液化气震荡偏弱。成本端原油价格回落，对美关税下降后， | | | | 丙烷进口成本下降，下游利润不佳，PDH 开工率下降，港口库存连续累库。PG【4240-4290】 | | L | 5 震荡 | 月下旬装置检修计划增多，叠加短期出口补库支撑，预期盘面区间震荡；中期看，高投 | | | | 产周期压制反弹空间，关注高空机会。L【7230-7350】 | | PP | 震荡 | 终端制品存抢出口预期，开工窄幅下滑；内需淡季，基本面供需格局偏弱，反弹偏空。 | | | | PP【7100-7200】 | | PVC | 震荡 | 开工高位窄幅下滑，上中游库存下滑，地板出口预期好转，仓单继续增加，盘面低位震 | | | | 荡。 ...

| 品种 | 核心观点 | 主要逻辑及价格区间 | | --- | --- | --- | | 原油 | 偏强 | 宏观面改善，油价反弹偏强。中美贸易谈判取得实质性进展；美国制裁与伊朗有业务往 | | | | 来的部分船只与炼厂；OPEC+加速扩产，油价上行动力不足。SC【470-485】 | | LPG | 偏强 | 油价反弹走强，成本端提振。上游原油波动加剧，OPEC+增产利空释放后，地缘政治扰 | | | | 动，油价反弹，自身基本面相对偏空，库存累库，下游开工下降。PG【4340-4400】 | | L | 偏弱 | 停车比例上升，需求逐步转淡，供需双弱，产业链累库压力显现，震荡偏弱。中长期， | | | | 装置投产压力偏高叠加原油下行，逢高偏空。L【6900-7000】 | | PP | 偏弱 | 需求淡季，5 月装置计划检修量偏少，基本面上行乏力，震荡偏弱。中长期，装置投产压 | | | | 力偏高叠加原油下行，反弹偏空。PP【6900-7000】 | | PVC | 偏弱 | 注册日期延长，仓单持续增加，开工 4 连增，上中游累库，出口存转弱预期，基本面暂 | | | | 无上行驱动，盘面偏弱 ...

Report Industry Investment Ratings - Crude oil: Bullish [1] - LPG: Neutral [1] - L: Neutral [1] - PP: Neutral [1] - PVC: Bearish [1] - PX: Bullish / px - sc spread arbitrage [1] - PTA/PTA - EG spread arbitrage: Bullish [1] - Ethylene glycol: Hold [1] - Glass: Bearish [1] - Soda ash: Neutral [1] - Methanol: Bearish / ur - ma spread arbitrage [1] - Urea: Bullish [1] - Asphalt: Neutral [1] Core Views - The report analyzes various chemical products, including their price trends, supply - demand fundamentals, and investment strategies. For example, crude oil rebounds due to geopolitical factors and OPEC + news; LPG moves with the cost side; PX and PTA show bullish signs due to supply - demand improvements [1][4][22]. Summaries by Variety Crude Oil - **Price Movement**: Overnight, WTI rose 3.17%, Brent rose 3.17%, and SC fell 2.98%. The latest prices are WTI at $59.91/barrel, Brent at $62.84/barrel, and SC at $452.2/barrel [3]. - **Basic Logic**: OPEC +增产利空释放，中方同意与美方接触，叠加美国制裁伊朗相关企业，油价反弹。供给上，美国制裁相关企业；需求上，EIA预计2025年全球石油需求微增，印度4月燃料需求下降；库存上，美国商业原油库存减少，战略原油储备增加 [4]. - **Strategy**: Long - term, due to factors like the tariff war and OPEC + expansion, the price range is $55 - 65. Short - term, it's bullish but with limited upside. Sell bull spread options. SC focus range is [465 - 480] [5]. LPG - **Price Movement**: On May 8, the PG main contract closed at 4406 yuan/ton, down 0.99% [7]. - **Basic Logic**: Upstream crude oil fluctuates, downstream demand is average. PDH device operating rate drops due to tariff disturbances, and port inventory rises, limiting upward momentum [8]. - **Strategy**: Long - term, it follows crude oil and is bearish. Technically, it's in a range - bound movement. Sell bull spread options. PG focus range is [4380 - 4430] [9]. L - **Price Movement**: L09 (main contract) closed at 7016 yuan/ton, down 0.4% [11]. - **Basic Logic**: Supply - side, new capacities are put into production, and import windows vary. Demand - side, the agricultural film season is ending. In the long - term, high device production pressure and falling crude oil suggest a short - on - rallies strategy. The focus range is [6970 - 7070] [12]. - **Strategy**: Short on rallies, focus on [6970 - 7070] [12]. PP - **Price Movement**: PP09 (main contract) closed at 7029 yuan/ton, up 0.5% [14]. - **Basic Logic**: Supply - side, new devices are put into operation, and exports are under pressure. In the long - term, high device production pressure and falling crude oil suggest a short - on - rallies strategy. The focus range is [6950 - 7050] [15]. - **Strategy**: Short on rallies, focus on [6950 - 7050] [15]. PVC - **Price Movement**: V09 (main contract) closed at 4854 yuan/ton, down 1.8% [16]. - **Basic Logic**: Supply - side, new devices are put into production, and inventories are rising. Demand - side, the real - estate completion decline narrows, and downstream operating rates are falling seasonally. Exports may weaken. It's bearish in the short - term, and short - term observation is recommended. The focus range is [4750 - 4860] [17]. - **Strategy**: Short - term participation, focus on [4750 - 4860] [17]. PX - **Price Movement**: On April 30, the PX East China spot price was 6500 yuan/ton, and the PX09 contract closed at 6212 yuan/ton [18]. - **Basic Logic**: PX device maintenance eases supply pressure. Demand - side, PTA device maintenance is high. Inventories are high but expected to decline. It's bullish in the short - term or consider expanding the px - sc spread. The focus range is [6350 - 6480] [19]. - **Strategy**: Focus on [6350 - 6480] [20]. PTA - **Price Movement**: On April 30, the PTA East China price was 4560 yuan/ton, and the TA09 contract closed at 4434 yuan/ton [21]. - **Basic Logic**: PTA device maintenance reduces supply pressure. Downstream polyester operating rates are high but expected to decline, and terminal inventories are high. PTA is de - stocking. It's bullish in the short - term or consider expanding the ta - eg spread. The focus range is [4480 - 4590] [22]. - **Strategy**: Focus on [4480 - 4590] [23]. Ethylene Glycol - **Price Movement**: On April 30, the East China ethylene glycol spot price was 4214 yuan/ton, and the EG09 contract closed at 4155 yuan/ton [24]. - **Basic Logic**: Device maintenance eases supply pressure, but imports are high. Downstream polyester operating rates are high but expected to decline, and terminal inventories are high. It may rebound in the short - term, and short - on - rallies is recommended. The focus range is [4180 - 4250] [25]. - **Strategy**: Focus on [4180 - 4250] [26]. Glass - **Price Movement**: The FG09 contract closed at 1057 yuan/ton, down 1.6% [28]. - **Basic Logic**: Macro - policies have limited impact on demand. Supply is shrinking, and demand improvement is slow. Inventories are rising, and the market is bearish. The focus range is [1040 - 1070] [29]. - **Strategy**: Focus on [1040 - 1070], with pressure from the 5 - day moving average [29]. Soda Ash - **Price Movement**: The SA09 contract closed at 1323 yuan/ton, unchanged [31]. - **Basic Logic**: After the May Day holiday, some device maintenance plans are implemented, but supply is still high. Demand is weak, and inventories are rising. It's in a range - bound movement. [31]. - **Strategy**: No specific strategy mentioned in the provided text. Methanol - **Price Movement**: On April 30, the East China methanol spot price was 2443 yuan/ton, and the main 09 contract closed at 2251 yuan/ton [32]. - **Basic Logic**: Supply pressure increases as previous maintenance devices resume production and imports are expected. Demand is weak, and inventories are rising. Cost support is weak. It's bearish in the short - term. The focus range is [2190 - 2240] [32]. - **Strategy**: Focus on [2190 - 2240] [33]. Urea - **Price Movement**: Not specifically mentioned in the provided text. - **Basic Logic**: Supply is high, but fertilizer exports are growing. Inventories are decreasing. It's bullish, but beware of price corrections after export benefits are exhausted. The focus range is [1860 - 1920] [1]. - **Strategy**: Look for low - buying opportunities, focus on [1860 - 1920] [1]. Asphalt - **Price Movement**: Not specifically mentioned in the provided text. - **Basic Logic**: Cost - side crude oil is consolidating, and downstream operating rates are rising. There are both bullish and bearish factors, and it's in a range - bound movement. The focus range is [3420 - 3445] [1]. - **Strategy**: No specific strategy mentioned in the provided text.

【环球时报综合报道】中国外交部发言人林剑7日回应中美经贸高层会谈相关问题时表示，美方近期不 断表示希望同中方进行谈判。这次会谈是应美方请求举行的。 美国消费者新闻与商业频道（CNBC）7日报道称，此番表态表明，中国尝试为这场关键谈判定下基 调，此次谈判或有助于解决特朗普政府发起的关税战争。 CNBC称，特朗普政府坚称在对华博弈中占据上风，认为中国出口依赖美国市场，否则将面临经济崩溃 风险。中方已多次否认主动向特朗普政府提出贸易谈判，并表示正评估特朗普政府的谈判提议。 6日晚，美财长贝森特与美国贸易代表格里尔通过办公室宣布，本周末将与中方官员在瑞士会面。7日上 午，贝森特在美国众议院金融服务委员会作证时表示"谈判将于本周六开始"。 中国驻美国使馆发言人7日就中美经贸高层会谈答记者问强调，美方近期通过多种渠道主动向中方传递 信息，希望就关税等问题与中方谈起来。中方是在对美方信息进行了认真评估后，决定同意与美方进行 接触。会谈是应美方请求举行的。中方坚决反对美国滥施关税的立场是一贯的，将坚定维护自身正当权 益和国际公平正义，维护世贸组织规则和多边贸易体制。这场关税战是美方挑起的。如果美方真想通过 对话谈判解决问题， ...

| 品种 | 核心观点 | 主要逻辑及价格区间 | | --- | --- | --- | | 原油 | 偏弱 | OPEC+成员国建议加快提高石油产量，油价承压下行。OPEC+开启增产且有加速增产意愿； | | | | OPEC+部分成员国补偿性减产；近期美国豁免中国部分产品"对等关税"，关税战争缓和。 | | | | SC【485-505】 | | LPG | 震荡 | 液化气跟随油价盘整。关税扰动下，丙烷进口成本上升，但影响下降，主要体现在 LPG | | | | 仓单量相对充足；厂内和港口库存均上升；三大化工下游开工率均下降。PG【4350-4450】 | | L | 偏空 | 上游持续累库，产量 5 连增，供给充沛，需求逐步转淡，基本面偏弱，关注后续进口变 | | | | 动。中长期，装置投产压力偏高叠加原油下行，反弹偏空。L【7080-7200】 | | PP | 震荡 | 停车比例上升，供需双弱，加权利润同比高位，关注 5 月 PDH 装置动态。中长期，装置 | | | | 投产压力偏高叠加原油下行，反弹偏空。PP【7050-7150】 | | PVC | 震荡 | 春检力度不足，厂库增，社库 ...

1. Report Industry Investment Ratings - No specific industry investment ratings are provided in the content 2. Core Views of the Report - Crude oil is expected to rebound due to new sanctions on Iran, compensation cuts by some OPEC+ members, and easing of the tariff war [1][2][3] - LPG is expected to rebound as the cost side provides support and the basis is at a high level [1][5][7] - L is expected to be weak as the device maintains high operation, upstream inventory accumulates, and there is pressure from new device production [1][9][11] - PP is expected to be weak with short - term abundant supply and long - term pressure from device production and falling crude oil prices [1][12][14] - PVC is expected to be weak as the falling cost of calcium carbide outweighs the decline in social inventory [1][15][17] - PX is expected to be weak as the improvement in supply - demand is limited and inventory is high [1][18][19] - PTA is expected to be weak with supply pressure relieved by planned maintenance but weakening downstream demand and high inventory [1][21][22] - Ethylene glycol is expected to be in a short - term shock adjustment as supply is reduced by planned maintenance and import decline, while demand may weaken [1][24] - Bottle chips are expected to be weak with increased supply, seasonal weak demand but good export prospects and rising inventory [1][25][26] - Glass is expected to be weak as it enters the delivery game period with increased delivery capacity and limited terminal demand improvement [1][27][28] - Soda ash is expected to be weak with increasing supply, stable demand, and accumulating inventory [1][29][30] - Asphalt is expected to rebound as the crack spread is high and the cost side (crude oil) rebounds [1] 3. Summaries by Variety Crude Oil - **Market Performance**: Overnight international oil prices rebounded, with WTI up 3.53%, Brent up 1.86%, and SC up 1.53% [2] - **Basic Logic**: New sanctions on Iran and compensation cuts by some OPEC+ members drive short - term price rebound, but the oversupply situation remains unchanged [3] - **Strategy Recommendation**: In the long - term, the price fluctuates between 55 - 65 dollars due to the tariff war, new energy impact, and OPEC+ expansion. In the short - term, sell bull spread options, and focus on the range of 490 - 510 yuan for SC [4] LPG - **Market Performance**: On April 17, the PG main contract closed at 4480 yuan/ton, up 1.24% [6] - **Basic Logic**: The basis has converged but remains high, and the overall valuation is low. After the oil price rebounds, there is upward momentum [7] - **Strategy Recommendation**: Lightly go long, or buy call options or sell put options, and focus on the range of 4450 - 4550 yuan [8] L - **Market Performance**: The 5 - 9 spread increased by 13 yuan/ton day - on - day [10] - **Basic Logic**: New production capacity has been put into operation this year, and the import situation varies. The agricultural film season is ending, resulting in weak short - term performance and long - term bearishness [11] - **Strategy Recommendation**: Go short on rallies, and focus on the range of 7100 - 7200 yuan [11] PP - **Market Performance**: The L - PP05 spread increased by 16 yuan/ton day - on - day, and the PP - 3MA05 spread decreased by 38 yuan/ton [13] - **Basic Logic**: New PP devices have been put into operation, and there is pressure on product exports. Short - term supply is abundant, and long - term prospects are bearish [14] - **Strategy Recommendation**: Short - term wait - and - see, medium - term go short on rallies, and focus on the range of 7050 - 7200 yuan [14] PVC - **Market Performance**: The 5 - 9 spread decreased by 8 yuan/ton [16] - **Basic Logic**: New devices were put into operation in January. Although demand has a seasonal recovery, the falling cost of calcium carbide leads to short - term weakness [17] - **Strategy Recommendation**: Short - term wait - and - see, go long on pullbacks, and focus on the range of 4950 - 5100 yuan [17] PX - **Market Performance**: On April 11, the spot price in East China was 6865 yuan/ton (unchanged), and the PX05 contract closed at 6054 yuan/ton (- 50) [18] - **Basic Logic**: Devices are under planned maintenance, but demand from PTA is expected to weaken, and inventory is high. The price follows cost fluctuations [19] - **Strategy Recommendation**: Focus on the range of 6000 - 6120 yuan [20] PTA - **Market Performance**: On April 11, the spot price in East China was 4310 yuan/ton (+ 80), and the TA05 contract closed at 4358 yuan/ton (+ 8) [21] - **Basic Logic**: Planned maintenance eases supply pressure, but downstream demand is expected to weaken, and inventory is high. The price follows cost fluctuations [22] - **Strategy Recommendation**: Focus on the range of 4250 - 4330 yuan [23] Ethylene Glycol (MEG) - **Market Performance**: On April 11, the spot price in East China was 4315 yuan/ton (- 15), and the EG05 contract closed at 4279 yuan/ton (+ 8) [24] - **Basic Logic**: Devices are under planned maintenance, and import volume is low, but downstream demand may weaken. Cost support is limited [24] - **Strategy Recommendation**: Focus on the range of 4080 - 4130 yuan [24] Bottle Chips - **Market Performance**: On April 11, the spot price of water - grade PET bottle chips in East China was 5600 yuan/ton (+ 180), and the PR main contract closed at 5596 yuan/ton (+ 248) [25] - **Basic Logic**: Device operation increases supply. Although it is the off - season for soft drinks, export is good, and inventory has increased [26] - **Strategy Recommendation**: Focus on the range of 5520 - 5600 yuan [26] Glass - **Market Performance**: The spot price in North China increased, the futures price was weak, the main basis widened, and the number of warehouse receipts remained unchanged [27] - **Basic Logic**: The real - estate downturn still affects demand. Supply is low, demand has a seasonal recovery, and inventory has decreased. The delivery game suppresses the near - month contract [28] - **Strategy Recommendation**: Focus on the range of 1130 - 1170 yuan [28] Soda Ash - **Market Performance**: The spot price of heavy soda ash was partially reduced, the futures price was weakly volatile, the basis fluctuated slightly, the number of warehouse receipts decreased, and the forecast remained unchanged [30] - **Basic Logic**: The market is affected by macro - sentiment. Supply increases due to device operation and new capacity, demand is stable, and inventory accumulates [30] - **Strategy Recommendation**: Pay attention to the pressure of the 10 - day moving average [30] Asphalt - **Market Performance**: Not detailed in the content - **Basic Logic**: The crack spread is high, the cost side (crude oil) rebounds but lacks upward momentum, and the basis weakens [1] - **Strategy Recommendation**: Focus on the range of 3300 - 3400 yuan [1]

1. Report Industry Investment Ratings - The report does not explicitly provide an overall industry investment rating. However, it gives individual investment outlooks for different varieties: - **Bullish**: Crude oil (rebound) [1][2] - **Bearish**: PX (weak), bottle chips (weak), glass (weak), methanol (bearish) [1][18][25] - **Consolidation**: LPG (consolidation), L (sideways), PP (sideways), PVC (sideways), PTA (sideways), soda ash (consolidation), urea (sideways) [1] - **Slightly Bullish**: Ethylene glycol (slightly bullish) [1] 2. Core Views of the Report - The report analyzes various chemical products, including crude oil, LPG, L, PP, PVC, PX, PTA, ethylene glycol, bottle chips, glass, soda ash, methanol, and urea. It provides market outlooks, basic logics, and trading strategies for each product based on factors such as supply - demand balance, cost, and macro - economic environment [1]. 3. Summary by Variety Crude Oil - **Market Outlook**: Rebound [1][2] - **Basic Logic**: Tariff war eases, OPEC + plans to increase production by 411,000 barrels per day in May 2025. EIA expects global crude oil demand growth to slow. US commercial crude oil inventories increased by 2.6 million barrels to 442.3 million barrels in the week ending April 4 [4]. - **Strategy**: Long - term, due to tariff wars, new energy impact, and OPEC + expansion, supply will be in excess, and the oil price center will shift down. Short - term, recommend selling put options. SC price range to watch is [465 - 480] [5]. LPG - **Market Outlook**: Consolidation [1] - **Basic Logic**: Cost - end oil prices are in low - level consolidation. LPG fundamentals are slightly positive, with high basis. PDH profit improved, and port inventories decreased [6][7]. - **Strategy**: Wait for the cost - end oil price to stabilize. Suggest temporary wait - and - see, then buy call options or sell put options. PG price range to watch is [4350 - 4450] [8]. L - **Market Outlook**: Sideways [1] - **Basic Logic**: Spot price decline slows, import is expected to shrink. Short - term, it follows the cost - end. Long - term, high new - capacity pressure and falling oil prices make the rebound bearish [11]. - **Strategy**: Go short on rallies. L price range to watch is [7150 - 7300] [11]. PP - **Market Outlook**: Sideways [1] - **Basic Logic**: Short - term supply is abundant. Anti - sanctions may reduce PDH supply, but oil - based production enthusiasm increases. Long - term, high new - capacity pressure and falling oil prices make the rebound bearish [14]. - **Strategy**: Short - term wait - and - see, medium - term go short on rallies. PP price range to watch is [7150 - 7300] [14]. PVC - **Market Outlook**: Sideways [1] - **Basic Logic**: Spring maintenance starts, social inventories decline. Low - valuation on the futures market is supported. Pay attention to spring maintenance intensity and macro - policies [17]. - **Strategy**: Short - term wait - and - see, go long on pullbacks. V price range to watch is [4900 - 5000] [17]. PX - **Market Outlook**: Weak [1] - **Basic Logic**: PX devices are under planned maintenance, but demand from PTA devices (also under maintenance) is weak. Crude oil price is expected to fall, and PX inventory is high [19]. - **Strategy**: PX price range to watch is [5920 - 6080] [20]. PTA - **Market Outlook**: Sideways [1] - **Basic Logic**: PTA devices are under planned maintenance, reducing supply pressure. However, downstream polyester demand is expected to weaken, and inventory is high. Crude oil price is expected to fall [22]. - **Strategy**: TA price range to watch is [4250 - 4360] [23]. Ethylene Glycol - **Market Outlook**: Slightly Bullish [1] - **Basic Logic**: Devices are under planned maintenance, and import volume is low. Demand from polyester is high but may weaken. Cost support is weak, and supply is reduced due to US tariff policies [24]. - **Strategy**: EG price range to watch is [4250 - 4350] [24]. Bottle Chips - **Market Outlook**: Weak [1] - **Basic Logic**: Device capacity utilization increases, increasing supply pressure. Soft - drink consumption is in the off - season, but export is good. Inventory is rising, and cost support is weak [26]. - **Strategy**: PR price range to watch is [5550 - 5650] [26]. Glass - **Market Outlook**: Weak [1] - **Basic Logic**: Global tariff news disturbs the market. Supply is low but increasing slightly, demand recovers seasonally, and cost is falling. Inventory is decreasing, and registered warrants are increasing [28]. - **Strategy**: FG price range to watch is [1130 - 1160] [28]. Soda Ash - **Market Outlook**: Consolidation [1] - **Basic Logic**: Supply increases as some devices increase production and new capacity is released. Demand is mainly for刚需. Inventory is slightly decreasing, but pressure remains [30]. - **Strategy**: 05 contract should pay attention to the 10 - day moving average pressure. Methanol - **Market Outlook**: Bearish [1] - **Basic Logic**: Domestic and overseas device operating rates are high, increasing supply. Demand is weakening, and cost support is weak [1]. - **Strategy**: Go short on rallies. MA price range to watch is [2350 - 2400] [1]. Urea - **Market Outlook**: Sideways [1] - **Basic Logic**: Supply pressure is high, and downstream demand is expected to weaken. However, fertilizer export is good. Inventory is seasonally decreasing but still relatively high [1]. - **Strategy**: Be cautious about chasing up. UR price range to watch is [1840 - 1890] [1].

| 品种 | 核心观点 | 主要逻辑及价格区间 | | --- | --- | --- | | 原油 | 盘整 | 美国对部分国家暂停加征关税，关税战争风险继续释放。美国掀起全球关税战，市场担 | | | | 忧宏观经济前景，市场不断释放关税风险；OPEC+计划增产幅度超预期。SC【450-480】 | | LPG | 盘整 | 成本端油价低位盘整，液化气震荡蓄势。关税风险继续释放，油价盘整；现货偏强，基 | | | | 差处于高位；供需面多空并存，港口去库，下游 PDH 开工率下降。PG【4400-4500】 | | L | 震荡 | 原油回落，现货跌价，厂库累库，国内反制裁对供给利多驱动有限，反弹偏空。中长期， | | | | 装置投产压力偏高叠加原油下行，逢高偏空。L【7100-7300】 | | PP | 震荡 | 主力移仓换月，厂库累库，反制裁加剧 PDH 装置供给收缩预期，短期区间震荡。中长期， | | | | 装置投产压力偏高叠加原油下行，反弹偏空。PP【7100-7300】 | | PVC | 震荡 | 社库连续 5 周下降，氯碱成本支撑好转，盘面低位震荡。4-5 月常规春检陆续开始，盘面 | ...

调查：指数接近跌停的时刻，你是恐慌还是兴奋？ 熊猫不回撤 当然兴奋咯，毕竟还有几千万的im空单呢。 资水 恐慌啥？明明白白的黄金坑，部队分批入场，确定今年又是一个丰收年。 seeker24680 如果非要说的话，可能是麻木吧，心态毫无波澜。 drwangting 每到这个时候，我都是脑瓜子嗡嗡的。从来没明确观点和信心。 资水 @ziyubufen 老师，已经收盘了，想买想卖也动不了了。抽空说一下"明明白白""确定"，是从哪方面来说 的？ 从动机看， 特朗普并不是真想把税加到那么高 。 作为，中国人，虽然我亏钱了。但我还是很高兴。 因为，懂王，正在毁掉，美国的经济霸权。 2008年经济危机，其实就是西方世界衰弱的开始。而这次如果是美国总统直接导致的世界经济危 机，美国的软实力在全世界会进一步衰弱，没人会把美国当成可靠的伙伴，稳定世界的力量。 俄乌战争，打破了北约的军事神话。 巴以战争，打破了美国的道德高地。 关税战争，打破了美国的经济霸权。 10年前，我还是亲美的。但是，我亲的是正常，负责任的，维持稳定的国际秩序的美国，和中国 保持合作关系的美国。而不是，让全世界陷入混乱的美国，以中国为敌的美国。 打新交朋友 ...