纯苯价格走势

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纯苯:高位震荡
Guo Tai Jun An Qi Huo· 2025-08-15 02:03
2025 年 08 月 15 日 纯苯:高位震荡 黄天圆 投资咨询从业资格号:Z008016 Huangtianyuan@gtht.com 【基本面跟踪】 | | 昨日 | 前日 | 变化 | | 昨日 | 前日 | 变化 | | --- | --- | --- | --- | --- | --- | --- | --- | | BZ2603 | 6179 | 6237 | -58 | BZ2603-EB2508 | -1143 | -1085 | -58 | | BZ2604 | 6160 | 6204 | -44 | BZ2603-EB2509 | -1059 | -1060 | 1 | | BZ2605 | 6231 | 6222 | 9 | BZ2603-EB2603 | -1177 | -1169 | -8 | | BZ2603-BZ2604 | 19 | 33 | -14 | BZ2604-EB2604 | -1223 | -1212 | -11 | | BZ2604-BZ2605 | -71 | -18 | -53 | 山东纯苯价格 | 6235 | 6245 | -10 | | 纸货价格:N+ ...
纯苯:短期偏强震荡
Guo Tai Jun An Qi Huo· 2025-08-14 02:03
黄天圆 投资咨询从业资格号:Z008016 Huangtianyuan@gtht.com | | 昨日 | 前日 | 变化 | | 昨日 | 前日 | 变化 | | --- | --- | --- | --- | --- | --- | --- | --- | | BZ2603 | 6237 | 6250 | -13 | BZ2603-EB2508 | -1085 | -1072 | -13 | | BZ2604 | 6204 | 6200 | 4 | BZ2603-EB2509 | -1060 | -1072 | 12 | | BZ2605 | 6222 | 6242 | -20 | BZ2603-EB2603 | -1169 | -1183 | 14 | | BZ2603-BZ2604 | 33 | 50 | -17 | BZ2604-EB2604 | -1212 | -1241 | 29 | | BZ2604-BZ2605 | -18 | -42 | 24 | 山东纯苯价格 | 6245 | 6200 | 45 | | 纸货价格:N+1 | 6165 | 6170 | -5 | 山东纯苯价格-加氢苯价格 ...
备战新品种 | 纯苯期货上市策略前瞻
对冲研投· 2025-07-07 12:17
Core Viewpoint - The article discusses the short-term fluctuations and long-term bearish outlook for pure benzene prices, influenced by crude oil prices and supply-demand dynamics [3][4]. Group 1: Cost and Price Dynamics - The long-term price trend of pure benzene is closely aligned with crude oil prices, which are expected to be under pressure due to OPEC+ plans to increase production, offsetting seasonal consumption improvements in Q3 [4]. - The cost and supply-demand factors are expected to exhibit mixed signals in Q3, leading to potential price fluctuations [13]. Group 2: Supply and Demand Analysis - High import volumes of pure benzene remain a significant bearish factor for supply, although domestic refinery maintenance may lead to a seasonal decline in domestic production [7]. - Q3 is anticipated to see a temporary improvement in supply-demand dynamics due to the peak demand season, but Q4 is expected to witness a gradual weakening in demand [9]. - Overall, while there may be a short-term improvement in supply-demand in Q3, the outlook for Q4 suggests increased supply and weakened demand, putting pressure on pure benzene prices [11]. Group 3: Strategic Outlook - The strategy suggests a short-term focus on fluctuations with a long-term bearish stance, recommending to sell on highs [15]. - For cross-product strategies, locking in styrene processing margins above 800 RMB/ton is advised, along with a recommendation to buy pure benzene and sell styrene on highs [16]. - The PX-BZ spread indicates that while PX valuations are currently under pressure due to weak demand, there is potential for PX valuations to strengthen in late Q3, suggesting a buy on PX and sell on pure benzene [17].