June 14 LLDPE morning review

Raw material prices: 1, Japan naphtha CF Japan reported 432.
62 yuan / ton, down 5.
63; naphtha FOB Singapore reported 46.
19 US dollars / barrel, down 0.
58
.
Ethylene CFR Northeast Asia was flat at $1,045/mt, and CFR Southeast Asia was flat at $1,045/mt
.

Spot prices: foreign spot market prices were basically flat, and Far East reported 1085 US dollars / ton, flat; The Middle East was flat at $1075/mt; Domestic market prices fell slightly, North China Daqing reported 8600 yuan / ton, flat; East China Yuyao Jilin Petrochemical 8850 tons, flat; South China News 8900 yuan / ton, flat
.
Northwest Dushanzi reported 8650 yuan / ton, unchanged
.

News side: 1.
Daqing Petrochemical PE plant dynamics, the old high-voltage device produces 18D, the new high-voltage device produces 2426H, the linear device stops in June, the full-density first-line production is 6200, the full-density second-line production is 9047, the low-voltage A line is 5000S, the B line is 5000S, and the C line device is QL505P
.
2.
Sichuan ethylene PE plant dynamics: full density plant production 7042
.
The low-voltage unit is scheduled to be converted to 7750M
.
The annual production capacity of full density and low pressure is 300,000 tons
each.

Warehouse receipt data: 68.

Summary of views: In the short term, the overall social inventory remains moderately lower, downstream factories have replenishment behavior after returning from the holiday, and the ex-factory price has been raised in some regions, and the futures price has risen
.