聚酯产业链周报20240819：宏观情绪推动价格低位波动放大

1   -1- / 1-1PTA ( ): ( ): ():(PTA) 9000 8000 7000 6000 5000 4000 3000 2023-08-162023-11-162024-02-162024-05-162024-08-16 Wind -2- PTA 240 200 160 120 80 40 0 2020/1/12021/1/12022/1/12023/1/12024/1/1 400 300 200 100 160 140 120 100 80 60 40 20 0 2017201820192020 2021202220232024 123456789101112 2017201820192020 2021202220232024 35 30 25 20 15 10 5 0 123456789101112 2017 2021 2018 2022 2019 2023 2020 2024 40 35 30 25 20 15 10 5 0 1 2 3 4 5 6 7 8 9101112 -3- 2017201820192020 2021202220232024 35 30 25 20 15 10 5 0 123456789101112 2017201820192020 2021202220232024 45 40 35 30 25 20 15 10 5 0 123456789101112 2017201820192020 2021202220232024 25 20 15 10 5 0 123456789101112 -4- 2017201820192020 2021202220232024 95 90 85 80 75 70 65 60 2017 2021 2018 2022 2019 2023 2020 2024 90 85 80 75 70 65 60 55 50 45 40 1 2 3 4 5 6 7 8 9101112 123456789101112 100 95 90 85 80 75 70 65 60 2017201820192020 2021202220232024 2017 2021 2018 2022 2019 2023 2020 2024 100 90 80 70 60 50 40 30 20 10 0 1 2 3 4 5 6 7 8 9101112 123456789101112 -5- 110 2017201820192020 2021202220232024 100 2017201820192020 2021202220232024 10090 9080 8070 7060 6050 50 123456789101112 40 123456789101112 2017 2021 2018 2022 2019 2023 2020 2024 100 95 90 85 80 75 70 65 60 55 50 1 2 3 4 5 6 7 8 9101112 2017201820192020 2021202220232024 110 100 90 80 70 60 50 40 123456789101112 100 90 80 70 60 50 40 30 20 10 0 2017201820192020 2017 2021 2018 2022 2019 2023 2020 2024 120 100 80 60 40 20 0 1 2 3 4 5 6 7 8 9101112 2021202220232024 123456789101112 -6- -PX PTA PX-PTA :: Dtd 1500 1000 500 0 -500 -1000 2022-022022-082023-022023-082024-02 160 140 120 100 80 60 400 300 200 100 0 1112 -100 20202021202220232024 12345678910 60 40 20 0 -20 2014201520162017 2022 2023 2024 201820192020202120202021202220232024 700 600 500 400 300 200 100 0 3 5 7 12 12345678910 1112 1246891011 -7- 300 250 200 150 100 50 0 -50 12 3 5 7 12 -100 2014201520162017 2018201920202021 202220232024 500 400 300 200 100 0 -100 -200 2014201520162017 2018201920202021 202220232024 3 5 7 1246 891011 124 6891011 2014201520162017 201820192020202120202021202220232024 500 400 300 200 100 0 5 7 12 -100 202220232024 1200 1000 800 600 400 200 0 23456789101112 -200 3 124 68910111 2020202120222023202420202021202220232024 200 100 0 -100 -200 -300 1112 -400 200 100 0 -100 -200 1112 -300 12345678910 12345678910 -8- 2020202120222023202420202021202220232024 800 600 400 200 0 -200 12345678910 -400 1500 1000 500 0 -500 -1000 1112 23456789101112 1 2020202120222023202420202021202220232024 1500 1000 500 0 -500 -1000 23456789101112 1 900 600 300 0 1112 -300 12345678910 2020202120222023202420202021202220232024 1500 1000 500 0 -500 23456789101112 1 2000 1500 1000 500 0 -500 23456789101112 1 -9- -10- -11- -12- -13-