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Since October, the supply of ethylene law companies in East China has been tight, and many orders have been closed without reporting.
Social inventory fall
According to statistics, as of last week, the average weekly operating rate of PVC manufacturers was 76.
Downstream just needs to be stable
With the rising prices of raw material PVC and related additives, some downstream product companies have intensified losses, terminal resistance has heated up, and contradictions have begun to appear.
After the quotation of the external disk rose, the domestic and foreign price difference widened, the PVC export arbitrage window opened, and the export volume increased.
Strategic Analysis
The fundamentals of PVC are performing well, the supply of goods is tight, the downstream rigid demand is stable, and social inventories have fallen.
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