纯苯苯乙烯日报 | 2026-01-30 市场要闻与重要数据 纯苯方面：纯苯主力基差-91元/吨（+19）。纯苯港口库存30.50万吨（+0.80万吨）；纯苯CFR中国加工费179美元/吨 （-4美元/吨），纯苯FOB韩国加工费177美元/吨（-5美元/吨），纯苯美韩价差95.0美元/吨（-11.0美元/吨）。华东纯苯 现货-M2价差-110元/吨（+5元/吨）。 纯苯下游方面：己内酰胺生产利润-1105元/吨（-135），酚酮生产利润-781元/吨（+137），苯胺生产利润1134元/吨 （-107），己二酸生产利润-781元/吨（-13）。己内酰胺开工率73.57%（-2.60%），苯酚开工率88.00%（+2.50%），苯 胺开工率88.53%（+0.92%），己二酸开工率68.50%（-0.60%）。 苯乙烯方面：苯乙烯主力基差137元/吨（-28元/吨）；苯乙烯非一体化生产利润758元/吨（-1元/吨），预期逐步压缩。 苯乙烯华东港口库存100600吨（+7100吨），苯乙烯华东商业库存62300吨（+3400吨），处于库存回建阶段。苯乙烯 开工率69.3%（-0.4%）。 下游硬胶方面：EPS生产 ...

Group 1 - The stainless steel market has shown positive performance since August, following two price increases in July, with nickel pig iron prices reaching recent highs [3] - Indonesia's Tsingshan has reportedly increased its stainless steel export prices twice since July, with a cumulative increase of $70 per ton, leading to a significant recovery in order volumes, particularly for 300 series products [3] - The monthly transaction volume for products sold to Taiwan has returned to the levels seen in the first quarter of this year, indicating a recovery in demand [3] Group 2 - If Tsingshan successfully raises prices again, steel mills are expected to reflect this cost pressure in their September pricing [4] - The current recovery in terminal demand remains uncertain, raising questions about the market's ability to absorb the cost-driven price increases [4]