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【专题】伊朗冲突对纯苯和苯乙烯的影响分析_蜘蛛资讯网

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价格大增，通过供应链传导到下游纯苯和苯乙烯，提升二者的成本。传导路径3：亚洲地区国家由于海峡封锁，不允许出口汽柴油，引发汽油价格大增，甲苯调油利润远高于歧化利润，汽油型重整利润远高于芳烃型重整利润，甲苯，纯苯和苯乙烯预计减量。其他重要因素：1．当前苯乙烯下游三S中，仅EPS开工恢复至节前水平，ABS和PS仍有回升空间，且当前处于旺季，需求预计回升。2．当前处于调油季节，海外需要芳烃进行调油，但当前

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