聚酯专题丨MEG行情展望

新世纪期货2025-06-27

周初伊朗对美报复明显不及预期且未有封锁霍尔木兹海峡迹象，隔夜油价大幅回落。早上特朗普宣布伊以将实现全面停火，盘中布油跌破67美元/桶后小幅回升。成本端下行后能化类商品普跌，MEG现货成交走低至4380元/吨附近，较此前高点回调5%附近。随着油价暴跌，本轮伊以冲突爆发带来的地缘溢价已被基本抹除。MEG涨幅也已清除80%附近，如果后续伊以双方正式达成停火协议，地缘局势告一段落后MEG将重新回归产业逻辑...

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