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On Monday, Liansu L2109 contract contracted and increased positions, and the futures price opened high and went higher, closing at 8215 on the day, +190 yuan from the previous trading day; The volume is 600223 lots, the position volume is 382744 lots, +21195, and the basis is -65 yuan
.
News: In January and July, the maintenance of domestic petrochemical related equipment of PE pipe materials increased slightly compared with June, and according to Longzhong Information research estimates, the maintenance loss of domestic PE pipe materials in July was about 69,000 tons
.
Demand for pipe materials is expected to decrease
in July.
2.
Longzhong Information reported on June 28: Shenhua coal chemical industry Shenhua Baotou line type bidding volume today 900 tons, yesterday's bidding volume 709.
225 tons, today's trading volume of 899 tons, yesterday's trading volume of 699 tons
.
Market quotation: North China Daqing Petrochemical 7042 mainstream price is 8150 yuan / ton, +100 yuan
.
Warehouse receipt inventory: 5559 warehouse receipts, -71 sheets
.
Main positions: Top 20 long positions 240689, +25372, short positions reported 267696, +16284
.
Reduced headroom
Summary: Last week, the average operating rate of polyethylene enterprises fell slightly, polyethylene production decreased, and the inventory of production enterprises declined, indicating that the pressure on the supply side is not large
.
The operating rate of PE downstream industries continued to increase from the previous week, and the operating rate of agricultural film, packaging film and hollow industries rebounded, but pipe and injection molding fell
slightly.
In addition, the strong trend of crude oil also supported the price of Liansu
.
Today's L2109 contract opened higher and higher, indicating that short-term bulls still have the advantage
.