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本田股价大跌超8%

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，基本面矛盾不大，成本端不出现大幅上涨的情况之下，整体上行空间有限。　　聚氯乙烯：　　周一，华东PVC市场价格下调，电石法5型料4840-4930元/吨，乙烯料主流参考5000-5300元/吨左右；华北PVC市场价格下调，电石法5型料主流参考4770-4930元/吨左右，乙烯料主流参考5050-5210元/吨；华南PVC市场价格下调，电石法5型料主流参考4890-4940元/吨左右，乙烯料主流报价

万吨。TA价差结构转向Con结构。OPEC+继续超预期增产，成本端油价进一步承压，下游需求韧性支撑，终端开工负荷淡季磨底，TA价格跟随承压运行。关注关税实施进展以及油价大幅变动可能。乙二醇供应恢复良好，国内开工仍有提升空间，下游需求韧性支撑，乙二醇库存拐点或至，供需预期转向累库，预计短期价格偏弱调整，后续关注成本端煤价和油价变化。　　甲醇：　　周一，太仓现货价格2368元/吨，内蒙古北线价格在20

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