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正信期货：PX紧缺+PTA无新增，聚酯链淡季炒预期_蜘蛛资讯网

如家酒店回应客人称被床虱咬满包

间震荡，成本端未出现显著上行驱动；另一方面，PX受美国调油需求旺盛及韩国货源转向美洲影响，亚洲现货供应趋紧，推动PX价格强势上行，PX-石脑油价差已反弹至330美元/吨以上的高位。在此支撑下，PTA加工费虽自2025年下半年长期处于低位，但近期亦出现小幅修复。　　这一估值修复并非源于即期基本面的大幅改善，而是对远期供应缺口和产业链利润再分配的提前定价。也就是说，当前价格已计入一部分中长期利好因素。

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