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Akhanda 2 Box Office: Balakrishna’s Film Posts a Modest Number After 4 Days_我的网站

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A | 　　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。 The box office collections of Balakrishna's latest release, Akhanda 2, saw a huge drop on Monday. The Boyapati Srinu directorial may face a litmus test at the ticket window, and as expected, Akhanda 2 underperformed on the first Monday. The film reportedly collected Rs 5.1 crore on the fourth day, taking the overall tally of film’s collections to Rs 66 crore (net) in India. So far, the film’s strong weekend performance underlines Balakrishna’s massive fan following and his ability to pull audiences to theatres. But Akhanda 2 fumbled on its first Monday, nearly completing its major theatrical run. As a result, Balakrishna had reportedly shifted focus on to his next ambitious project. Balakrishna to turn singer Balakrishna reunites with director Gopichand Malineni, marking their second outing together after delivering a successful Veera Simha Reddy earlier in 2023. This time, the duo is stepping into a completely different zone, as the upcoming project is said to be a grand period drama. The film promises to showcase Balakrishna in a powerful and regal avatar, backed by a rich narrative and large-scale presentation. Adding to the excitement, Nayanthara has been finalized as the female lead, making this pairing one of the most talked-about combinations in recent times. Her presence is expected to bring both star value and emotional depth to the story. According to industry buzz, Balakrishna will also be lending his voice for a special song in the film, a move that has already generated excitement among fans. Grand sets under construction Balakrishna-Gopichand film is being mounted on a massive scale, with special grand sets currently being built to recreate the period setting. From lavish sets to detailed costumes and grand action sequences, the film aims to be a visual spectacle. With a reported budget exceeding Rs 100 crore, the makers are leaving no stone unturned to ensure high production values. With Akhanda 2 turning out to be a disappointing outing, Balakrishna is determined to strike back at the box office with vengeance. But for now, his fans are thrilled that he will sing a special number.Also Read: Akhanda 2 Collections: Balakrishna’s Film Registers Promising Box Office Haul of Rs 61 Crore。　　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。

B | 　　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。

C | 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。