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国投期货化工首席庞春艳:PX估值依旧偏低 等待供需改善驱动
美国汽油裂差低位震荡,对新年度调油需求影响偏利空;但往年的季节性呈现一季度中后期逐渐走强的格局,2024年高点出现在一季度,二季度后明显回落。美国全年汽油产量小幅增长不足1%,其年度常规汽油调和组分进口量下滑超8%,8月份之后下滑明显,与美国汽油裂差 ...
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