【东吴期货】聚烯烃周报：检修损失量有见顶迹象-260424（27页）.pdf

1、650070007500800085009000950020242025202660006500700075008000850090009500100002024202520266000650070007500800085009000950010000煤制拉丝（1102K 神华宁煤常州）油制拉丝（T30S 宁波富德杭州）6500750085009500105002024202520260500100015002000250030006500700075008000850090009500100001050011000低熔共聚-拉丝低熔共聚（K8003 上海赛科）-1200-1000-800-6

2、00-400-2000200400600600065007000750080008500900095001000010500粒-粉价差主流价:PP粉料:临沂600075009000105001200013500主流价:LLDPE(7042扬子石化):余姚主流价:LDPE(2426H,大庆石化):常州主流价:HDPE(5000S,扬子石化):余姚60006800760084009200100002024202520267008009001000110012001300PP粒(均聚/注塑):中国:到岸价PP粒(共聚):中国:到岸价7008009001000110012001300140015001

3、600国际市场价:LLDPE:CFR中国:中间价国际市场价:LDPE(通用级):CFR中国:中间价国际市场价:HDPE(薄膜级):CFR中国:中间价-200-10001002003004005006007008002409-25012509-26012609-2701-1000-50005001000150020002500240925092609-200-10001002003004005006007002409-25012509-26012609-2701-1000-50005001000150020002500240925092609-400-2000200400600800100012

4、001400250126012701-600-400-2000200400600800100024092509260905000100001500020000250002024202520260200040006000800010000120001400020242025202665%70%75%80%85%20242025202615%25%35%45%55%20242025202670%75%80%85%90%202420252026-2000-1500-1000-50005001000150020002500202420252026-500050010001500200025003000

5、202420252026-2000-1500-1000-50005001000202420252026-3000-2500-2000-1500-1000-50005001000202420252026-1400-1200-1000-800-600-400-2000200400202420252026-2000-1500-1000-5000500100015002000202420252026-2000-1500-1000-500050010001500202420252026-3000-2500-2000-1500-1000-50005001000202420252026-5000-4000-

6、3000-2000-10000202420252026-1500-1000-5000500202420252026-2000-1500-1000-5000500100015002000250020242025202620%30%40%50%60%20242025202610%20%30%40%50%20242025202620%30%40%50%60%70%20242025202610%20%30%40%50%60%70%2024202520260%20%40%60%80%20242025202620%40%60%