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涤纶长丝行业点评：长丝底部反转趋势出现 "金九银十"或只是开始 _ 东方财富网

涤纶长丝行业点评：长丝底部反转趋势出现 "金九银十"或只是开始 _ 东方财富网
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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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