A股異動丨PTA概念股走強 PTA期貨強勢漲停
格隆匯5月12日丨PTA概念股走強,恆逸石化漲逾5%,桐昆股份漲逾2%。PTA主力合約觸及漲停,近月合約封死漲停,報6708元/噸。東吳期貨點評稱,近期PTA上游PX價格維持強勢,主要由於亞美PX價差迅速擴大,即使去除運費,兩地仍有超過100美元/噸的套利空間。聽聞近期亞洲有4-5萬噸PX出口至美國市場,亞洲PX供應愈加趨緊。光大期貨點評稱,4-5月國內PTA檢修較為頻繁,當前國內PTA整體負荷在7成左右,歷史上看處於往年同期低位;市場對後期聚酯負荷向上修復存在一定預期,PTA供需邊際轉好的概率逐漸加大。展望後市,當前在成本支撐、供需邊際向好的邏輯支撐下,PTA延續偏強的概率較大,後期仍需要繼續關注成本的變化和國內疫情形勢的進展。恆逸石化作為PTA行業龍頭企業之一,目前控股和參股PTA產能共計約1,900萬噸/年,規模居全球首位。


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