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PTA：反内卷预期增强 行情上涨_蜘蛛资讯网

美日网民互相破防

累库存　　PTA弱现实与强预期的博弈之下，减产将决定短期PTA是否累库存。如果低加工费之下PTA企业主动集中减产，11-12月份PTA可能不会累库存，将推涨PTA行情及现货基差。但如果减产力度有限，无法改变目前供应充足的格局，PTA现货基差偏弱，业者继续注册PTA期货仓单。　　综上所述，PTA绝对价格偏低、生产亏损，市场信心需要利好驱动因素来提振，反内卷预期的出现抵消了华东新产能试车的影响，短暂利

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