在全球经济复苏的框架下,PP(聚丙烯)和PE(聚乙烯)市场正经历一波波动,特别是在石油价格回升的影响下。2025年3月28日的市场数据显示,PP油价整体反弹,WTI原油价格亦升至70美元附近。尽管PP价格大体持平,但油制PP的亏损幅度依旧在400至500元/吨之间,这引发了市场参与者的广泛关注。本文将深入剖析当前PP和PE市场的动态与趋势,探讨行业在成本压力下的应对策略。
目前PP基本面多空交织,虽然检修增多后供应压力缓解,但是需求同样偏弱,多空抵消后PP更多跟随期货震荡整理,近期PP跟随商品情绪止跌反弹,但是缺乏持续驱动,预计继续上行阻力较大,中长期仍有回落压力。
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