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机构:PTA供需结构转弱 高加工费难为继 _ 东方财富网

【机构:PTA供需结构转弱 高加工费难为继】 8月份,OPEC+开始增加产量,原油价格走弱。PTA成本端价格支撑转弱,下游聚酯工厂开工率也明显下降,聚酯价格普遍出现回落。8月PX负荷率逐步提升,PTA检修装置重启,新增产能陆续达产,终端聚酯行业减产增加,基本面供需边际出现转弱,PTA去库幅度预期下降,四季度垒库压力上升。因此,预计PTA加工费高位回调。(申银万国期货...
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