PVC morning review on September 27

Raw material prices: 1, Japan naphtha CF Japan reported 410.
88 yuan / ton, down 3.
5; naphtha FOB Singapore reported 44.
19 US dollars / barrel, down 0.
39
.
Ethylene CFR Northeast Asia was at $1165/ton, down 10, and CFR Southeast Asia was at $1040/ton, down 5
.

Spot market: The price of some domestic PVC spot market is basically flat
.
North China calcium carbide law reported 6660 yuan / ton, up 190; ethylene law reported 7020 yuan / ton, up 190; East China calcium carbide law reported 6920 yuan / ton, up 50, ethylene law reported 7170 yuan / ton, up 250
.
South China calcium carbide method reported 6840, up 20, ethylene method 7120 tons, up 50
.
The price of raw materials was basically flat, East China reported 2820 yuan, flat, and Northwest reported 2450 yuan, flat
.

News side: 1, Sichuan Leshan Yongxiang PVC latest quotation, calcium carbide method 5 type material in the river to the quotation of 6900 yuan / ton
.
At present, the plant equipment is basically stable, and the actual transaction is slightly low
.

Warehouse receipt data: 7879
.

Affected by logistics and transportation control and insufficient calcium carbide supply, calcium carbide prices have been raised, which has strengthened support for PVC costs, coupled with the overall social inventory of PVC is not much, and the futures price is slightly discounted to spot and other multiple positive effects, it is expected that the futures price is expected to maintain a strong shock
.