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大回调甚至跌停！乙二醇的支撑消失了？_我的网站

一 |     The makers of Ram Charan and Janhvi Kapoor-starrer Peddi have wrapped up the crucial schedule of Delhi. The unit commenced the shooting 10 days ago, and director Buchi Babu Sana filmed scenes on Ram Charan (at parliament, Red Fort, etc) and support cast. On Thursday, the makers wrapped up the Delhi schedule and with this, the film is nearly done with 75 percent of production.          Cinematographer raves about visuals     Peddi cinematographer Ratnavel shared a few BTS pics from the Delhi schedule. He revealed that the unit wrapped up a key schedule in Delhi with immersive and poetic visuals. Ratnavel further added that a few sequences shot in this schedule turned out to be quite superb. The Delhi schedule was supposed to take place in November, but due to a car bomb blast, the unit had to hold back travelling to the capital city. After getting a clearance from the security, the unit had resumed and wrapped up the shooting. Director Buchi Babu wanted to wrap up the entire shooting by January end. Since the rustic action drama is having a Pan India release, he wanted enough time to promote the film in Hindi belt where Janhvi Kapoor commands a sizeable market.          Peddi sticks to release date     Ever since Peddi began production, the makers have announced that the film would release on Ram Charan’s birthday March 27, 2026. Later, the makers of Nani’s film, The Paradise, have also announced their release on the same day. While either of the films haven’t backed off, it is likely that Ram Charan and Nani will avoid a box office clash. According to industry sources, Nani’s film is likely to back off and avoid direct competition with Peddi. They are looking at a different date in April, and an official announcement from Nani’s filmmakers is expected soon.Also Read: Janhvi Kapoor, Ram Charan to Wrap Up Peddi By January 2026。    　　作者：郑邮飞/F0284348、Z0010566/　　一德期货能源化工分析师　　要点速览版　　做多关键因素消失，甚至逐步进入过剩格局。　　短期价格在悲观情绪释放后仍存一定支撑。　　最近的乙二醇堪称市场的明星品种，8月6日以来涨势如虹，得益于其基本面强劲支撑。　　支撑因素分析　　最关键的影响因素仍是海峡持续封锁，导致中东特别是沙特的货物难以运出，我国乙二醇进口自3月份以来持续下滑，预计9月份进口仍难有大的恢复，10月份进口需要看随后地缘缓解后是否有货物运出。　　乙二醇供应缺失大于需求增量，尽管聚酯前期开工率低于去年，但长丝开工仍有韧性。　　库存持续去化至近几年同期低位水平，偏低的库存进一步提高了价格弹性。　　临近交割月时，供应特别是进口短期内大幅恢复概率较小，较低的库存以及终端的开工韧性导致短期乙二醇矛盾难解，吸引资金大幅入场。　　后市展望　　后期来看，近月乙二醇的矛盾只能通过挤压需求来实现硬平衡，同时配合国内供应略有边际恢复。经测算，聚酯开工需要降到77-78%左右才能实现乙二醇短期的相对平衡。进入9月份，终端瓶片和短纤已经有装置预期停车，同时受利润和原料的制约。　　未来海峡仍是基本面关注的重点，隔夜海峡局势出现一定的缓解。如果乙二醇进口恢复顺利，做多的关键因素将消失，甚至逐步进入过剩格局，但是如果未来海峡问题仍存在一定的反复，预计短期价格在悲观情绪释放后仍存在一定的支撑。　　乙二醇库存　　编辑：武宇杰　　审核：赵洪虎/F0303315、Z0012132/　　复核：于心悦　　报告完成日期：2026年8月26日　　交易咨询业务资格：证监许可〔2012〕38号责任编辑：李铁民。

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