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PVC: Futures rise is "too difficult". Digging and digging in the small increase, and the spot part will rise slightly

113,179
May 16, 2023, 4:17 PM


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PVCA é °è 'e / e / s / s:é é éPVC市场主流成交价格部分地区调涨,尤其低位价格有所小涨。估价对比来看:其中华北地区上涨20-40元/吨,华东地区上涨50元/吨,华南地区上涨40-60元/吨,东北地区、华中地区、西南地区稳定。PVC生产企业出厂价格仍旧是多数持稳运行,但个别企业上调20-50元/吨价格。期货盘面先涨后跌,因此贸易商报价心态仍旧存在一定的差别,上午盘面多数低价小幅上涨,市场一口价报盘和点价报盘均有,基差变化不大。其中华东地区基差报盘09合约-(50-100)个别听闻-150,华南地区09合约-(0-50),北方地区09合约-(380-400),西南地区09合约-(150)。乙烯法方面近期同样小幅调整为主,价格小范围涨跌调整,但商家反馈合同签订不多。整体来看PVC现货市场逢低价存在一定的成交,但高价抵触走货困难。

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A °é è 'recent recent host é host é í í í é↑ é host °á ↑ °°√® é é ú ®√ é °host °è ®ú o ±A1—4月份,全国房地产开发投资35514亿元,同比下降6.2%(1-3月份投资下降5.8%)。房地产数据的持续表现不足,导致地产板块的商品如PVC表现一直偏弱,地产板块通过影响PVC的制品企业订单进一步影响PVC原料,因此在地产数据不佳的情况下,对于PVC的预期从前期的向好逐渐转变为目前的偏空,且短线中线也难以改变,春节成为分水岭,持续偏弱的运行低点彻底扭转以及扼杀了PVC年度高点。外盘方面国际油价上涨,受加拿大和其他地区供应收紧前景的提振,加拿大阿尔伯达省的野火导致大量原油供应中断,油价因此而上涨,但经济衰退担忧一直打压着市场。目前的中国外的经济担忧存在的前提下,时间节点5月中旬中国的商品情绪仍旧持续偏弱。因此不论是短线还是中线的PVC都面临着较大的运行压力,短期之内PVC低位窄幅运行的趋势不变。

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