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Allu Arjun to Shoot Underwater Sequence for AA22XA6?_我的网站

一 |     　　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。

二 |     Allu Arjun’s film AA22XA6, directed by Atlee, has been one of the hottest projects in the film industry. Given the project’s scale, canvass, plotline, cast and massive budget, the sci-fi thriller is tipped to be one of the most-anticipated films. Atlee has been shooting the film for over four months in a specially designed 3D studio set equipped with cutting-edge Hollywood-grade technology, in Mumbai. While many filmy fans wonder with this move of Atlee since this is against the conventional practice of shooting, here’s another interesting surprise.               Lavish underwater sequence     According to the buzz, Allu Arjun is set to commence shooting for an underwater sequence for AA22XA6. The sequence is being shot at a studio in Mumbai, and will be a first-of-its-kind in Indian cinema. According to unit sources, a dedicated team from Hollywood has flown into Mumbai to choreograph, monitor and execute the entire block. Director Altee has reportedly envisioned the underwater sequence distinctly and is betting big on Allu Arjun’s performance. The actor too took training recently to get a hang of the nuances of the underwater episode. “The sequence is said to be one the highpoints of the film; it shows Allu Arjun in a fierce and intense look. How Atlee imagined the action block to be, and the task of executing it has been entrusted to a Hollywood technical team,” informs a source in the know.               AA22XA6 in 2 parts?     After the Pushpa series turned out to be highly successful, Allu Arjun seems to be fascinated with the idea of ‘franchise’ model. According to sources from the unit, Allu Arjun and Atlee are pondering over the idea of making AA22XA6 into two parts. So far, over 60 per cent of the film has been wrapped up, and the remaining portion would be completed by summer. The idea is to build craze for the film, and also to generate more revenue considering the film’s massive budget. Will they make the film in 2 parts? A better picture will emerge soon.     Also Read: Mrunal Thakur Shoots Action Scene for Allu Arjun’s Film。　　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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