Market supply is still tight, and the main force of PVC closed in a narrow range

News: According to Longzhong Information, the operation status of PVC equipment: Gansu Yinguang is under maintenance, and it is expected to resume driving on the 7th; Tianjin LG stopped for maintenance on the 28th, and is expected to resume driving the next day; Anhui Huasu will be overhauled on the 20th and is expected to resume driving tomorrow; Inner Mongolia Yili overhaul on the 26th; Qilu Petrochemical began maintenance on September 28 and is expected to resume operation on the 8th; Suzhou Huasu plans to overhaul for a month from the middle of this month
.
Yangmei Xiyang began to stop in April and plans to resume in October; Yunnan Nanphos April shutdown has not yet resumed the plan; Hebei Shenghua, Yidong Dongxing parking; Salt Lake Haina, magnesium industry parking
.
Taiwan's Formosa Plastics Mai Liao plant with an annual output of 494,000 tons is scheduled for maintenance
from September 10-27.
Qingsong Jianhua is expected to be overhauled
in September.

Upstream raw material market: the mainstream price of calcium carbide market in northwest China is 3000 yuan / ton, 0; the mainstream price in North China and Shandong is 3090 yuan / ton, 0
.
The price of CFR Far East in the Asian VCM market is 720 US dollars / ton, 0; CFR Southeast Asia is 750 US dollars / ton, 0
.

Spot market: the mainstream price of polyvinyl chloride SG-5 type spot market in East China is 6660 yuan / ton, 0; the mainstream price of SG-5 in South China market is 6760 yuan / ton, 0
.

Warehouse receipt inventory: Exchange warehouse receipts reported 5,000 lots, +380 lots within the day, in the historical high area
.

Main position: The top 20 long positions in the main contract are 130938 lots, +6944 lots, short positions are 108067 lots, +1426 lots, and the net position is 22871 lots, a net increase
.

Summary: During the week, PVC enterprises completed maintenance and began to resume work, and it is expected that the supply will begin to rise, but the overall supply will be tight
in the short term.
PVC social inventory declined, but still 58.
14% higher than last year, traders to warehouse slowly, downstream merchants to use as they go, wait-and-see sentiment heavy, and affected by the Beijing-Tianjin-Hebei production restriction notice, the short-term downstream enterprises are expected to be difficult to improve, the overall demand is limited
.
The V2001 contract closed in a narrow range, the MACD green column contracted, and the price rebound trend is expected to continue, focusing on the pressure
around 6600 above.