苯乙烯产业分析

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瑞达期货苯乙烯产业日报-20250709
Rui Da Qi Huo· 2025-07-09 09:46
| 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货收盘价(活跃合约):苯乙烯(日,元/吨) | 7350 | 74 期货成交量(活跃:成交量):苯乙烯(EB)(日, | 295912 | -120401 69 | | | 前20名持仓:买单量:苯乙烯(日,手) | 383288 | -2062 9月合约收盘价:苯乙烯(日,元/吨) 手) | 7263 | | | | 期货持仓量(活跃:成交量):苯乙烯(EB)(日, | | | | | | | | 263168 | -9774 前20名持仓:净买单量:苯乙烯(日,手) | -13915 | 8848 | | | 手) 前20名持仓:卖单量:苯乙烯(日,手) 现货价:苯乙烯(日,元/吨) | 397203 7914 | -10910 仓单数量:苯乙烯:总计(日,手) 0 苯乙烯:FOB韩国:中间价(日,美元/吨) | 0 895 | -7245 -10 | | | 苯乙烯:CFR中国:中间价(日,美元/吨) | 905 | -10 市 ...
瑞达期货苯乙烯产业日报-20250701
Rui Da Qi Huo· 2025-07-01 09:33
研究员: 林静宜 期货从业资格号F03139610 期货投资咨询从业证书号Z0021558 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货收盘价(活跃合约):苯乙烯(日,元/吨) | 7275 | -12 期货成交量(活跃:成交量):苯乙烯(EB)(日, | 313250 | -379 | | | 前20名持仓:买单量:苯乙烯(日,手) | 369587 | 11875 7月合约收盘价:苯乙烯(日,元/吨) 手) | 7408 | 0 | | | 期货持仓量(活跃:成交量):苯乙烯(EB)(日, | | | | | | | | 287004 | 6038 前20名持仓:净买单量:苯乙烯(日,手) | -21961 | -1424 | | | 手) 前20名持仓:卖单量:苯乙烯(日,手) 现货价:苯乙烯(日,元/吨) | 391548 8050 | 13299 仓单数量:苯乙烯:总计(日,手) -34 苯乙烯:FOB韩国:中间价(日,美元/吨) | 0 906 | -7245 - ...
瑞达期货苯乙烯产业日报-20250625
Rui Da Qi Huo· 2025-06-25 09:53
苯乙烯产业日报 2025-06-25 本报告中的信息均来源于公开可获得资料,瑞达期货股份有限公司力求准确可靠,但对这些信息的准确性及完整性不做任 何保证,据此投资,责任自负。本报告不构成个人投资建议,客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 | 项目类别 | 数据指标 最新 | 最新 | 环比 数据指标 | | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货收盘价(活跃合约):苯乙烯(日,元/吨) 377612 7423 | 7298 376217 | 72 期货成交量(活跃:成交量):苯乙烯(EB)(日, 3055 7月合约收盘价:苯乙烯(日,元/吨) | | -233917 84 | | | 前20名持仓:买单量:苯乙烯(日,手) | | 手) | | | | | 期货持仓量(活跃:成交量):苯乙烯(EB)(日, | | | | | | | -18126 | 280451 | 11882 前20名持仓:净买单量:苯乙烯(日,手) | | -4144 | | | 手) 前20名持仓:卖单量:苯乙烯(日,手) 7245 现货价:苯乙 ...
瑞达期货苯乙烯产业日报-20250528
Rui Da Qi Huo· 2025-05-28 10:10
研究员: 林静宜 期货从业资格号F03139610 期货投资咨询从业证书号Z0021558 产、美欧关税谈判延期等因素影响震荡;纯苯供应宽松,国内装置重启及国外资源到港给到后市价格压力 助理研究员: 徐天泽 期货从业资格号F03133092 。基本面偏空,EB2507盘面仍有偏弱趋势,短期运行区间预计在6960-7200附近。 免责声明 本报告中的信息均来源于公开可获得资料,瑞达期货股份有限公司力求准确可靠,但对这些信息的准确性及完整性不做任 苯乙烯产业日报 2025-05-28 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货收盘价(活跃合约):苯乙烯(日,元/吨) 前20名持仓:买单量:苯乙烯(日,手) | 7068 401279 | -99 期货成交量(活跃:成交量):苯乙烯(EB)(日, 14625 7月合约收盘价:苯乙烯(日,元/吨) | 388976 7068 | -12862 -99 | | | | | 手) | | | | | 期货持仓量(活跃:成交量):苯乙烯( ...
瑞达期货苯乙烯产业日报-20250422
Rui Da Qi Huo· 2025-04-22 09:23
偿计划,美伊就伊核问题举行谈判,中美贸易紧张削弱需求预期,国际油价震荡;纯苯下游部分装置重启 免责声明 ,节前采买提升,短期价格存在支撑。EB2506预计震荡走势,区间预计在7100-7500附近。 本报告中的信息均来源于公开可获得资料,瑞达期货股份有限公司力求准确可靠,但对这些信息的准确性及完整性不做任 何保证,据此投资,责任自负。本报告不构成个人投资建议,客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 苯乙烯产业日报 2025-04-22 | 项目类别 | 数据指标 最新 | 最新 | 环比 数据指标 | | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货收盘价(活跃合约):苯乙烯(日,元/吨) 342891 | 7236 | -79 期货成交量(活跃:成交量):苯乙烯(EB)(日, | | 24715 | | | 前20名持仓:买单量:苯乙烯(日,手) 7118 | 391767 | 手) -532 3月合约收盘价:苯乙烯(日,元/吨) | | 0 | | | 期货持仓量(活跃:成交量):苯乙烯(EB)(日, | | | | | | ...
瑞达期货苯乙烯产业日报-20250409
Rui Da Qi Huo· 2025-04-09 09:04
Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints - On April 9, the US imposed a 104% tariff on China, and China will take measures to safeguard its rights [2]. - In the short - term, EB2505 is expected to be weak following the oil price due to OPEC+ over - production and the US tariff weakening the global economic growth outlook [2]. - In April, large - scale benzene - ethylene plant maintenance plans may partially relieve supply pressure, but short - term demand growth is expected to be limited as PS and ABS inventory accumulation problems remain unsolved [2]. 3. Summary by Directory 3.1 Futures Market - The closing price of the main futures contract of benzene - ethylene was 7034 yuan/ton, down 171 yuan; trading volume was 440,643, down 46,246; the long position of the top 20 was 365,018 hands, an increase of 12,557 hands; the net long position was 729 hands, an increase of 1,897 hands; the short position was 364,289 hands, an increase of 10,660 hands; the warehouse receipt quantity was 0 hands, a decrease of 2,363 hands [2]. - The closing price of the March contract was 6,921 yuan/ton, down 236 yuan [2]. 3.2 Spot Market - The spot price of benzene - ethylene was 7,960 yuan/ton, down 200 yuan; FOB Korea was 875 dollars/ton, down 21 dollars; CFR China was 885 dollars/ton, down 21 dollars [2]. - Market prices in different regions decreased, with the largest drop of 350 yuan/ton in the Northeast region [2]. 3.3 Upstream Situation - Ethylene prices were mostly stable, with a 2 - dollar/ton decrease in CIF Northwest Europe and a 6 - dollar/ton decrease in FD US Gulf [2]. - Pure benzene prices showed mixed trends, with a 17 - dollar/ton increase in Rotterdam FOB and a 550 - yuan/ton decrease in the South China market [2]. 3.4 Industry Situation - The overall benzene - ethylene plant operating rate was 73.28%, down 2.02 percentage points; national inventory was 205,118 tons, down 18,623 tons; East China main port inventory was 119,000 tons, down 27,600 tons; trade inventory was 83,000 tons, down 15,100 tons [2]. 3.5 Downstream Situation - The operating rates of EPS, ABS, and UPR decreased, while those of PS and butadiene - styrene rubber changed little [2]. 3.6 Industry News - From March 28 to April 3, China's benzene - ethylene factory output was 335,700 tons, down 9,200 tons (2.67% MoM), and the capacity utilization rate was 73.28%, down 2.02 percentage points [2]. - As of April 7, Jiangsu port inventory decreased by 18.83% to 119,000 tons, and South China port inventory increased by 37.25% to 35,000 tons [2].