PVC is strongly sorted out The market transaction atmosphere is moderate

In terms of news: the cost of domestic calcium carbide PVC enterprises is affected by the weak stability maintenance of calcium carbide, and the enterprise intends to sell at a stable price, and the profit price has not changed
.
The cost of ethylene off-process vinyl chloride mining decreased slightly due to exchange rate fluctuations, but profit increased
slightly driven by the strong and high price of ethylene PVC.

Spot market: The trading atmosphere of the domestic PVC plastic market has improved
.
Afternoon futures continued to fluctuate at a high level, and market merchants actively shipped.

Downstream enterprises just need to accept orders, the enthusiasm of inquiry is acceptable, and the transaction situation has improved
.
At present, the mainstream of Type 5 in East China is 6670-6810 yuan / ton, the mainstream of Type 5 in South China is 6780-6920 yuan / ton, and the mainstream of Type 5 in Hebei is 6700-6800 yuan / ton
.

Warehouse receipt inventory: Exchange warehouse receipts reported 9203 lots, -101 lots, in the historical high area
.
Main position: The top 20 long positions in the main contract are 138302 lots, -6231 lots, short positions are 115729 lots, +2263 lots, and the net position is 22573 lots, net long decrease
.

Summary: Affected by the attack on two important oil fields in Saudi Arabia, market investors are worried about the tight supply of crude oil in the future, so that the chemical products out of a strong market, and since September, affected by the peak of production equipment maintenance, the market supply has decreased, and the social inventory of PVC has continued to fall
.
This supports the price of PVC to a certain extent
.
However, the current PVC downstream demand is still relatively sluggish
.
Domestic real estate development investment has been at a high since April, and the growth rate has fallen
for four consecutive months from May to August.
From January to August, real estate development investment increased by 10.
5% year-on-year, down 0.
1 percentage points from the previous value, indicating that PVC downstream demand recovered slowly
.
In addition, the spot market traded calmly and prices rose
slightly.
Downstream goods increased slightly, and the transaction atmosphere was mild
.
However, affected by the environmental protection and production restriction policy in the Beijing-Tianjin-Hebei region, it is expected that it will be difficult to improve in the short term, and the demand will have limited price pull
.
At present, PVC is entangled in long and air, and does not have the power
to continuously rush high.
In terms of operation, in case of a sharp rise, it is recommended that investors can reduce their holdings at the high price and return according to the situation after the price returns
.