PVC futures extended their rally and the center of gravity moved steadily upward

In the past two weeks, demand from India and other countries has increased sharply, and the export window has opened again, with exports increasing by more than 100,000 tons; Affected by the tightening of calcium carbide raw material expectations, the price of the plate has continued to rise again after the correction, although it is still in the demand off-season, but the cost is strong
.

The spot price of calcium carbide PVC in the mainstream market continued to increase slightly; The overall start of downstream PVC products enterprises has not been significantly improved, and the seasonal off-season has entered the end, and the resistance to high prices is still strong; The future market continues to pay attention to calcium carbide supply, local power rationing policies and demand increment; It is recommended to hold
a long position.

The mainstream price of calcium carbide PVC in East China is 9060-9350 yuan / ton, and the ethylene method in PVC East China is 9350-9700 yuan / ton; calcium carbide delivery price 5350-5690 yuan / ton; As of August 9, the total inventory of sample warehouses in East and South China was 118,750 tons, down 3.
42 percentage points from July 30 and 55.
36 percentage points year-on-year; as of August 5, the overall starting load of PVC was 77.
11%, an increase of 3.
74 percentage points month-on-month; of which the calcium carbide PVC operating load was 77.
13%, an increase of 4.
94 percentage points month-on-month; the ethylene PVC operating load was 77.
01%, down 0.
72 percentage points
month-on-month.