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中信期货:装置集中检修和原油波动,苯乙烯震荡偏强运行_城市资讯网

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p;能源端,地缘冲突升级下,开盘原油上涨带动苯乙烯上涨。成本端,纯苯供需格局持稳,去库暂难,对苯乙烯无有效驱动。供应端,根据卓创,3月份新增古雷、恒力、延长炼化和淄博峻辰多套装置检修,旭阳计划3月下旬重启,苯乙烯开工有下降预期。需求端,随着春节假期结束,下游各领域开工逐步恢复,整体需求存在向好预期,关注EPS提负进度和终端复工复产进度。综合来看,3月苯乙烯重回去库,近端基本面尚可,关注原油、装置检

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