东方财富网15日讯,国内商品期货日盘收盘多数下跌,化工品期货跌幅明显,甲醇期货领跌,聚丙烯、乙二醇、塑料、燃油、橡胶期货跌幅靠前,不过,尽管甲醇期货连续三日走低,对甲醇后市仍看涨。
【相关报道】
JINQIJIACHUNSHICHANGBODONGJIADA,CHICANGSHENGDAOCHUANGJILUDE140WAN—150WANSHOU,DALIANGZIJINZAICIBOYI,WOMENRENWEIJIACHUNHOUSHISHANGZHANGGAILVJIAODA。
内外装置进入检修季节
江西11选5 NEIDIFANGMIAN,2—5YUESHIJIACHUNCHUANTONGCHUNJIJIANXIUJIJIE。JINNIANSHEJIJIANXIUCHANNENGJINQIANWANDUN,MUQIANXIBEIDIQUYITINGCHEHUOJIHUATINGCHEJIANXIUZHUANGZHIJIAODUO,JIANXIUSHIJIANYIBANZAI15—30TIAN。JUGUSUAN,JINNIAN2—5YUECHANLIANGSUNSHIDAGAILVZAI80WANDUN。
TONGSHIWOMENZHUYIDAO,YOUYUQIANQINEILUJIAGEDAFUPANSHENG,XIANZAINEILUYUGANGKOUTAOLIJIAGEWEI-250YUAN/DUN,DUANQIHENNANYOUNEILUHUOYUANHUIXUANZEJINGANG。
JINKOUFANGMIAN,1—2YUEJIACHUNJINKOULIANGJIAODA,ZONGLIANGCHAOGUO160WANDUN。3YUEFENDONGNANYAZONGJIYUE600WANDUNZHUANGZHIKAISHIJIANXIU,WENLAI85WANDUNZHUANGZHIYIJINGKAISHITINGCHEJIANXIU,KATAER、AMANHEMALAIXIYAZHUANGZHIYEJIANGZAI3YUEDIZHI4YUEZHONGXUNJIZHONGTINGCHEJIANXIU,BUFENDONGNANYAHUOWUDIDAZHONGGUOSHULIANGSUOJIAN。DANSHIYOUYUQIHUOCUNZAIDALIANGCHICANG,KAOLVDAOKONGTOUTAOBAOPANBUHUOXUQIU,ZONGHEKAOLVXIA3—4YUEJINKOULIANGHUIXIANGBI1—2YUEXIAOFUJIANSHAO,YUJIHUIZAI120WAN—140WANDUN。
MTO、传统下游齐发力
MTOFANGMIAN,YOUYUYIYOUXITINGZHUANGZHIZHONGQI,JIASHANGXINJIANXITINGZHUANGZHITOUCHANJINCHENGJIAKUAI,XITINGSHIJIXUQIUZHICHENGZENGQIANG。XITINGZHUANGZHIKAIGONGLVYIJINGJIAOZUIDIDIANLEIJISHANGZHANG16.16%,ZHI84.05%,LEIJIZHANGFUJIAODAQIEZANCHULISHITONGQIZUIGAOSHUIPING。YOUYUJIACHUNJIAGEXIANGDUIJIAODI,BUFENHUADONGHUONEIDIYITIHUAXITINGQIYEJIJICAIGOUJIACHUN,WEISHENGCHANTIGONGBAOZHANG,BUFENJIACHUNCAIGOULIANGCHAOGUOWANDUN。XINZHUANGZHIFANGMIAN,JIUTAINENGYUAN60WANDUNXINJIANXITINGZHUANGZHI3YUE20RITOUCHAN,NANJINGHUISHENG60WANDUNXINJIANXITINGZHUANGZHI5—6YUEFENTOUCHANBINGYAOQIUGONGHUOSHANG3YUEFENKAISHIGONGHUO。
传统下游春节后亦逐步恢复。随着装修季即将来临,甲醛开工率逐步复苏,从15%增加至33%。另外,由于近期柴格不断上涨,部分山东地炼企业采购甲醇制取氢气或MTBE来提高汽江西11选5品质的需求不断提升。总体来看,甲醇下游需求处于较高水平。
可流通库存增幅有限
江西11选5 XIANZAI,ZAIJIACHUNXUQIUXIANGHAODEQINGKUANGXIA,JIACHUNJIAGEHAIWENDINGZAI2500—2600YUAN/DUNYIXIANDEJIBENMIANLIYOUSHIGANGKOUKUCUNGAOQI。JUTONGJI,GANGKOUZONGKUCUNZAI110WANDUNFUJIN,CHUZAIJINNIANLAIDELISHIGAOWEI。DANWOMENZIXITUIQIAOJIUHUIFAXIAN,ZHEIXIEKUCUNBINGMEIYOUNEIMEKEPA。
首先,甲醇主要以华东地区价格为基准,在观测库存时我们也一般以华东港口库存为主。今年华东和华南两地库存虽然都相对较高,但华南地区库存相比往年翻了一番,相对而言华东地区涨幅有限。其次,港口库存分两种,一种是企业厂库,一种是可流通库存。沿海甲醇下游企业大多没有配套生产甲醇设施,所以企业一般会囤积一定甲醇库存以保证生产。近期甲醇处于相对低位,大量企业囤积库存,导致库存数据较高。据统计,真正市场上可流通的,对期货市场有影响的库存其实并不高,大约在27万吨,而且其中华南地区占了11万吨,期准地华东市场仅16万吨,相比往年多得很有限。
ZAIQUNIANDADIEHOU,JIACHUNSHICHANGYIZHIZAIYUNNIANGYIBOFANDAN,CONGGONGXUKANXIANZAIDOUSHIHENHAODEJIHUI。SUIRANGANGKOUKUCUNYAZHIJIAGESHANGZHANG,DANYIJUWOMENDEFENXISUIRANKUCUNJIAODA,DANZUIZHONGYAODEKELIUTONGKUCUNZENGJIABINGBUMINGXIAN。XIANZAIDEGAOKUCUNGENGDUOSHIXIAYOUDIJIABEIHUOJINANJINGHUISHENGXINZHUANGZHITIQIANBEILIAODEJIEGUO。WOMENDUIJIACHUNHOUQIHAISHIYIKANZHANGWEIZHU。(LAIYUAN:QIHUORIBAO)