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广发期货:负反馈和复产压力之下,PTA预期估值持续承压_我的网站

东邪西毒

一 |     下游聚酯在原料价格波动较大、原料缺乏、终端偏弱等原因下持续低负荷,并在利润压力之下进一步降负带来负反馈。    Actor Dharmendra's death has left an irreplaceable void in the film industry. Beyond his legendary on-screen presence, he was a devoted father and grandfather. A couple of years ago, in a conversation with Filmfare, Dharmendra and Hema Malini's daughter Esha Deol reflected on the profound influence her father has had on her.     Esha has two daughters, Radhya and Miraya. Opening up about how her parents are as grandparents, she shared, "They’re so adorable. They spoil the kids and enjoy spending time with them when I am at work or when they babysit. Mama and Papa are excellent babysitters."          The actress also forayed into the action genre with Hunter Tootega Nahi Todega and Rudra: The Edge of Darkness. It goes without saying that the actress liked this genre and her biggest inspiration was her father, also known as the He-Man of Bollywood. Talking about the same, Esha continued, "I grew up with Dharmendra, also known as the He Man. I’ve seen all of his films. But aside from that, I’ve always been an athlete. I’m also a big fan of Sylvester Stallone. The only thing I haven’t done is get his name and photo tattooed on my hand. So I enjoy watching these manly men on screen."     Esha Deol is Dharmendra's daughter with Hema Malini. The couple also have another daughter, Ahana Deol. The actor also had four children with his first wife, Prakash Kaur - actors Sunny Deol and Bobby Deol, and two daughters Vijeta and Ajeeta.          Dharmendra passed away on November 24 at the age of 89 at his residence in Juhu. He will be posthumously seen in the film Ikkis, starring Amitabh Bachchan's grandson, Agastya Nanda in the lead. The actor's passing leaves behind an unmatched legacy of over six decades.     Also Read: Exclusive: Sriram Raghavan calls Dharmendra’s death “a deeply personal loss” ahead of Ikkis release.。短期检修重启有所推迟,且库存下降至低位,导致基差持续走强,但8月底原料PX和PTA负荷预期上升至高位,叠加需求端较往年同期仍偏弱,且对后期需求的恢复高度预期偏谨慎,9月后供需格局开始转弱。PTA现货加工费短期持续偏强,盘面加工费预期压缩,但今年供需格局改善,下方有一定支撑,因此压缩空间有限。

二 | 整体看,目前PTA基本面维持近强远弱格...。

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