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首创期货:地缘扰动,纯苯期价震荡偏强
现货市场,3月20日CFR中国纯苯价格1093美元/吨,较前一交易日上涨25美元/吨。 供应方面,地缘局势紧张升级,国内外炼厂因原料短缺宣布不可抗力增加,上周亚洲纯苯负荷下降0.2个百分点,国内纯苯负荷下降1个百分点。华东港口纯苯库存下降1万吨。 需求方面,下游苯乙烯、CPL开工下降,苯酚开工有所提升,其他下游开工基本持稳。纯苯下游工厂对高价原料采购偏谨慎。 总之,地缘局势有进一步升级的迹象,引发市场对原油供应中断导致炼厂进一步减产的担忧加剧,芳烃和烯烃链普涨。预计短期纯苯期价维持震荡偏强走势,关注地缘局势、原油价格及装置开工变动。(首创期货)