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| 2019-09-30 来源： 中国石化新闻网 |
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石化新闻 |
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中国石化新闻网讯 据ICIS网站9月27日新加坡报道 亚洲对二甲苯（PX）市场不太可能在未来躲过更长时间的供应，因为需求将保持疲弱，而新产能将在年底前投产。 下游精对苯二甲酸（PTA）的生产利润率受到挤压，PTA-PX价格价差的下行轨迹显示了这一点。 因此，中国几家PTA生产商正计划关闭其设备进行维护。 即将到来的国内PTA转机包括恒力石化10月上旬的220万吨/年装置，为期15天；汉邦江阴石化10月底的220万吨/年PTA装置，为期15-20天。 亚洲的一些PTA设施目前也因维修而关闭。 根据ICIS供需数据，亚洲10月和11月PTA产量可能会损失约31.3万吨，这将转化为同期PX需求损失约20.7万吨。 尽管10月份传统下游聚酯需求旺季即将到来，但全球宏观经济环境疲弱，令市场参与者保持谨慎。 ICIS分析师Jimmy Zhang表示：“全球经济疲弱，预计聚酯半延伸丝纱（POY）的旺季将比平时短，因为华东地区的布料库存水平远高于前两年。” 下游聚酯市场疲软将成为PTA开工率的负担，从而限制对二甲苯的需求。 此外，由于新的PX产能正准备启动，亚洲的PX供应将延长。 浙江石化新建的400万吨/年PX装置计划年底投产。 王磊 摘译自 ICIS 原文如下： Asia PX supply to lengthen on weak demand, new capacities The Asian paraxylene (PX) market is unlikely to elude a longer supply going forward as demand will stay weak while new capacities are due to come on stream before the end of the year. Production margins of downstream purified terephthalic acid (PTA) are being squeezed, as shown by the downward trajectory of the PTA-PX price spread. Consequently, several PTA producers in China are planning to shut their facilities for maintenance. Upcoming PTA turnarounds in the country include Hengli Petrochemical’s 2.2m tonne/year unit in first-half October for 15 days; and Hanbang Jiangyin Petrochemical’s 2.2m tonne/year PTA unit in end-October for 15-20 days. A number of PTA facilities in Asia are also currently shut for maintenance. Asia will likely see a PTA production loss in October and November of around 313,000 tonnes, which will translate to a PX demand loss of around 207,000 tonnes over the same period, according to ICIS Supply & Demand data. A weak global macroeconomic environment has kept market participants cautious despite the approach of the traditional downstream polyester peak demand season in October. “It is expected that the peak season for partially oriented yarn (POY) to be shorter than usual because cloth inventory level in east China is much higher than that in the previous two years owing to the US-China trade war and weak global economy,” said ICIS analyst Jimmy Zhang. A weak downstream polyester market will be a burden to PTA operating rates, and thus limiting demand for PX. Furthermore, PX supply in Asia is due to lengthen as new PX capacities are gearing for start-up. Zhejiang Petrochemical’s new 4m tonne/year PX facility is scheduled to begin production by the end of the year.
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