随着大量新产能投产和下游需求增长逐步下滑,近期聚丙烯供需压力渐趋凸显,未来聚丙烯价格重心逐步走低的可能性较大。(1)聚丙烯供需压力可能逐步加重。一方面,聚丙烯产能仍处于投产高峰期。据卓创统计,今年聚丙烯新增产能在140万t左右,其中上半年已投产80万t,剩余60万t产能计划在10月前后投产。长期来看,国 With a large number of new capacity put into production and the downstream demand growth gradually declined, the recent pressure on supply and demand of polypropylene has become increasingly prominent, the future price of polypropylene is likely to lower the center of gravity. (1) Polypropylene supply and demand pressures may gradually increase. On the one hand, polypropylene capacity is still in peak production. According to Zhuo record statistics, this year, new polypropylene production capacity of 140 million t, of which the first half has been put into operation 800,000 t, the remaining capacity of 600,000 t plan put into operation before and after October. In the long run, the country