January 6 PVC morning review

News side: 1, Taishan salinized PVC is not quoted for the time being, calcium carbide method 5 material plant area is basically out of stock
.
The arrival of raw materials calcium carbide is insufficient, and the 100,000 tons/year plant in the factory area has started 50%, and the company mainly ships with the market
.

Raw material prices: 1, Japan naphtha CF Japan reported 499.
5 yuan / ton, down 3; Naphtha FOB Singapore was trading at $53.
62 a barrel, down 0.
33
.
Ethylene CFR Northeast Asia was flat at $1140/mt, while CFR Southeast Asia was flat at $980/mt
.

Spot market: The price of some domestic PVC spot markets fell
.
North China calcium carbide law reported 6150 yuan / ton, flat; ethylene law reported 6710 yuan / ton, down 30; East China calcium carbide law reported 6250 yuan / ton, flat
.
South China calcium carbide method reported 6100, down 100, ethylene method 7200 tons, flat
.
The price of raw materials was basically flat, with East China reporting 3,310 yuan, flat, and Northwest reporting 3,000 yuan, flat
.

The cold weather in the north affects the demand for building materials entering the off-season, the enthusiasm of downstream procurement slows down, the smog environmental protection inspection, the impact of the shutdown of downstream product enterprises, the gradual easing of market supply tension, coupled with the impact of new production capacity and real estate regulation, it is expected that PVC upward momentum is insufficient, but enterprises jointly intend to jointly quote, short-term smog transportation restrictions are expected to have limited
downward space.