推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 盤(pán)面情況：PTA2005合約微幅收漲。當(dāng)日期價(jià)收盤(pán)4428，較上一交易日+0.09%；成交量342759手,持倉(cāng)686598手，+23098；基差-128。
消息面：1、寧波一套70萬(wàn)噸PTA裝置近日負(fù)荷降至9成，恢復(fù)時(shí)間待定。2、江蘇一條120萬(wàn)噸PTA生產(chǎn)線于今日負(fù)荷降至9成，恢復(fù)時(shí)間待定。3、西南一套90萬(wàn)噸PTA裝置近日負(fù)荷下降至7成左右，恢復(fù)時(shí)間待定。
上游原料：2月7日亞洲PX市場(chǎng)收盤(pán)價(jià)738.33美元/噸CFR中國(guó)和720.33美元/噸FOB韓國(guó)，較前一工作日漲1美元/噸。MX價(jià)格為624美元/噸CFR臺(tái)灣，降5美元/噸。
現(xiàn)貨價(jià)格：PTA華東地區(qū)現(xiàn)貨報(bào)價(jià)4300元/噸。
倉(cāng)單庫(kù)存：鄭商所PTA注冊(cè)倉(cāng)單為29524張，較上一個(gè)交易日-419，有效預(yù)報(bào)為2260張。
主力持倉(cāng)：鄭州商品交易所前二十名持倉(cāng)顯示，PTA2005合約買單372736手，+11229，賣單448119手，+23660。
觀點(diǎn)總結(jié):上游原料價(jià)格回落，對(duì)PTA成本支撐力度偏弱。PTA部分裝置降負(fù)荷，開(kāi)工率回落至87.46%，但仍處在高位水平，且物流運(yùn)輸受限及下游延遲復(fù)工，現(xiàn)貨市場(chǎng)成交清淡，價(jià)格偏弱，社會(huì)庫(kù)存維持高位。下游開(kāi)工延遲，聚酯部分裝置降負(fù)荷和檢修，開(kāi)工率下滑；終端制造業(yè)開(kāi)工率維持低下水平。短期供需矛盾，預(yù)計(jì)PTA維持震蕩調(diào)整走勢(shì)。
技術(shù)上，PTA2005合約日內(nèi)震蕩整理，微幅收漲，短期關(guān)注缺口回補(bǔ)，單邊建議反彈后找機(jī)會(huì)空，套利方面建議買遠(yuǎn)空近，目標(biāo)-150附近。
