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中金：美国经济陷入"滞胀"状态？ _ 东方财富网

中金：美国经济陷入"滞胀"状态？ _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

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LPG：化工需求边际增量带动旺季或如期而至-期货频道-和讯网

摘要：
外盘强势国内进口成本高位，淡季不淡旺季或可期：二季度CP、FEI整体偏高，我国进口气成本处在相对高位，以华南、华东地区在淡季价格韧性较强。三季度，进口成本或维持高位，国内气温降低带动燃烧需求从谷底开始回升，化工需求维持偏强。
PDH产能投放期集中在下半年，进口丙烷量维持高位：2021年新的PDH装置投产产能有望超过400万吨/年，总的PDH装置产能将接近1000万吨/年，考虑到原料保供和纯度要求，PDH装置的投产会驱动国内纯丙烷进口量的增加。
国内炼厂开工率持续回升，进口美国货源持续增加：一季度、二季度进行检修的炼厂纷纷恢复开工，主营炼厂平均开工率低位回升。未来我国进口市场也会更多参考代表美国货源的FEI价格，CP和FEI丙烷价差、国内和日韩丙烷冷冻货价差可能会进一步缩小。
现行交割规则下，� ....

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中金：海外资产"增长交易"后的反噬？_财经评论(cjpl)股吧_东方财富网股吧

中金：海外资产"增长交易"后的反噬？_财经评论(cjpl)股吧_东方财富网股吧
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中银策略：市场仍将处于业绩因子主导环境中(附3月金股) _ 东方财富网

中银策略：市场仍将处于业绩因子主导环境中(附3月金股) _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

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