【港口库存处于同期低位,部分 MTO 装置重启】港口累库预期,内地销售放缓。内地供应高位,下游原料库存高企,上游出货压力大。外盘供应扰动告一段落,现实到港上行,港口累库压力再起,基差变化预示行情震荡偏弱运行。
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