August 22 PVC morning review

Raw material prices: 1, Japan naphtha CF Japan reported 408 yuan / ton, up 2; Naphtha FOB Singapore was trading at $42.
95 a barrel, up 0.
21
.
Ethylene CFR Northeast Asia was at $1160/ton, up 10, and CFR Southeast Asia was at $1070/ton, up 10
.

Spot market: The price of some domestic PVC spot market has risen.

North China calcium carbide law reported 5850 yuan / ton, up 180; Ethylene law reported 6400 yuan / ton, flat; East China calcium carbide law reported 6000 yuan / ton, flat, ethylene law reported 6500 yuan / ton, up 100
.
South China calcium carbide method reported 5920, flat, ethylene method 6400 tons, up 50
.
The price of raw materials was basically flat, East China reported 2700 yuan, flat, and Northwest reported 2240 yuan, flat
.

News side: 1.
The PVC quotation of Inner Mongolia Yidong Dongxing Chemical was raised by 50 yuan / ton, and the calcium carbide method 5 type material is now accepted by 5700 yuan / ton
.
The 300,000 tons/year plant in the plant is operating normally, and the actual transaction is flexible and negotiable
.

Warehouse receipt data: 1070
.

Fundamentally, affected by environmental protection policies and G20, calcium carbide supply is slightly insufficient, supporting stronger prices, and further strengthening the support for PVC costs
.
Short-term PVC social inventory remains at a medium-to-lower level, the market transaction is better, and the decline in futures prices is expected to be limited
.