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Kuan Wah Futures: PTA Rise Is Blocked &Nbsp, Or The Market Will Benefit From Higher Oil Prices.

2010/7/28 16:20:00 44

Crown China Futures

This Tuesday, Zhengzhou TA main contract 1101 opened at 7576, opened 22 points, the highest price was 7582, the lowest price was 7488, and ended at 7490 o'clock.

The turnover is 196 thousand hands, and the position is 123 thousand hands.


Fundamental analysis:

US Department of Commerce

According to data released on Monday, new seasonality sales in the US increased by 23.6% in June from a seasonally adjusted basis, with an annual rate of 330 thousand, which is better than the 320 thousand previously forecast by analysts.

The growth of new home sales in June was the largest since May 1980.

On the same day, the US Federal Reserve of Dallas released data showing that the activity index of manufacturing enterprises in July was -21.0, which was -4.0 last month, and the manufacturing output index was 4.9, which was -1.9 last month.

The data show that manufacturing in the region has shrunk.

On the same day, the US Commerce Department and the Dallas fed released the short data, making the US dollar index again under pressure.


After the tropical storm Bonnie, crude oil prices weakened again due to no impact on the petrochemical facilities in the Gulf of Mexico and the shrinking data of the manufacturing industry announced by the Dallas fed.

Subsequently, the Ministry of Commerce announced the new housing sales data, making oil prices rebounded again from the intraday market, and the final stage stabilized.

Overnight, the New York Mercantile Exchange's September crude oil futures contract closed at $78.98 per barrel, unchanged from the previous trading day, with a trading range of 78.06-79.33 USD / barrel.

In the short term, due to market demand, Iran's political problems and other reasons may stimulate crude oil prices to hit $80 / barrel again.


Overnight

Global naphtha

The closing price is different.

The Asian naphtha market also has about 15-20 tonnes of naphtha booked from the Middle East and Suez to the European market. The increase in Asian purchases of Asian goods has supported Asian naphtha prices, but market analysts predict that the European market will not be able to digest such a large quantity of goods.

South Korea's LG chemical bought two 25 thousand tons of cargo arriving in Lishui in September, and the cost plus freight is lower than the Japanese spot price quoted by 5.00-5.50 U.S. dollars / ton.

The price of Asian naphtha was slightly adjusted, but it still hit four high points, and the difference in naphtha cracking reached the highest point in three weeks.


Overnight, the global PX closing price continued to rise steadily.

In the Asian PX market, FOB Korea PX's closing price rose slightly from 11 US dollars to 872.5-873.5 U.S. dollars / ton, and CFR Taiwan PX closing price rose slightly from US $11 to US $887.5-888.5 / ton.

PX prices remain stable in the European market.

In the US market, the closing price of FOB Bay PX rose slightly from 4 US dollars to 880.5-885.5 US dollars / ton.


  

PTA spot

In the market, Sinopec Chemical sales company in June PTA settlement price of 7300 yuan / ton, July PTA listing price implementation of 7600 yuan / ton.

In the East China market, the PTA spot atmosphere is light, the market quotation is near 7150 yuan / ton, a small number of enquiries are near 7000 yuan / ton, and the downstream enterprises purchase price is 7000-7050 yuan / ton, and the market is actually scarce.

The price of Asian PTA market tends to be stable. In the market, Taiwan produces CFR China's quoted price is 860-865 US dollars / ton, and the downstream enterprise's intention to purchase price is maintained at 850-855 US dollars / ton, and the market turnover is light.


PTA industry chain goods, polyester market prices rebounded slightly, crude oil prices driven by the rise in PTA prices, polyester prices began to slightly stronger, the East China market semi gloss spot price is about 9100 yuan / ton, after market polyester market prices continue to maintain the intraday oscillation upward trend.

In the polyester market, the market price of polyester fiber has basically remained stable due to floods and some factories' parking overhaul, and the polyester Market in the future market is likely to remain stable.


To sum up: in the short term, crude oil prices have led to a sustained rise in the next period, while spot prices have not been followed up, making the price of the futures market somewhat virtual and the price may be slightly adjusted.

So the price is likely to drop after 7300 points, and the price will rise again under the demand of crude oil and downstream products.

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