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【观点】正信期货：PTA供应增量预期强烈，短期承压运行_我的网站

A |     中东不稳定因素较多，原油波动加剧，国内供应或将持续增量，需求端支撑不足，供需转弱预期较强，预计短期PTA或承压运行。8月25日，油价走弱，多套装置陆续重启，国内供应端增量预期强烈，PTA现货收跌，现货基差走弱；PTA现货均价下跌30元/吨至6330元/吨，现货基差下跌135元/吨至2609+330元/吨。    (ECNS) --“Going global” has emerged as one of the key themes of the 2026 World Robot Conference, which is being held in Beijing from Aug. 19 to 23.    At the booth of Beijing-based Yunji Technology, visitors can explore a range of practical applications, including smart hotel services, automated laundry retail cabinets, latte art coffee stations and freshly cooked noodle stations.        Yunji Technology Chief Product Officer Duan Yanbiao told China News Service that the company’s robots have already been deployed in more than 20 countries and regions, covering major markets across Southeast Asia, Japan and South Korea, the Middle East, Europe and the United States. The company serves more than 40,000 corporate customers, while revenue from its overseas business surged by more than 90% last year.    Another Chinese robotics company, Leju Robotics, said it began expanding overseas around 2018 and has since built international teams and distribution networks. Its desktop educational humanoid robots, mid-sized entertainment humanoid robots and full-size humanoid robots have all obtained international certifications, with partners now established in Southeast Asia, the Middle East and other markets.    Global expansion is also a major focus for Guangzhou-based CVTE. The company said its overseas own-brand business grew 54.83% year on year in 2025. It has established subsidiaries in 10 countries and built localized marketing and service teams across 29 countries and regions, while its products and services now reach more than 140 countries and regions worldwide. The company has also developed local production capacity in Vietnam and Mexico to strengthen the resilience and flexibility of its global supply chain.                            。8月25日，盛虹、威联重启中，PTA产能利用率较24日持平，为60.64%；聚酯产能利用率为76.41%，较24日增加0.06个...。

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