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As of 12.
26, PVC shock is running strongly; the net pre-sales of PVC production enterprises have increased significantly; the starting load on the supply side has gradually increased; the overall price of raw calcium carbide has not changed much; downstream demand has entered the seasonal off-season; the transaction of low-priced parts of the spot market has improved, and the high price has conflicted
.
Futures market: as of 12.
26, the main PVC closed at 6285 yuan / ton (+1.
55%); Top 20 main long positions: 359498 (+957) short positions: 414870 (-9955); Net short position: 55372 (-16912).
Spot: as of 12.
26 East China (calcium carbide method) quotation: 6090 yuan / ton (-60); South China (calcium carbide method) quotation: 6165 yuan / ton (-50).
Blue charcoal: as of 12.
26 Shaanxi 1366 yuan / ton (0).
calcium carbide: as of 12.
26 days North China 4100 yuan / ton (0).
Recently, the PVC operating rate has increased significantly, among which the calcium carbide method is more prominent; If the operating rate is maintained in the future, or the pressure
on accumulation may be further strengthened.
On the demand side, due to the recent introduction of various policies, the impact on expectations is greater, the overall macro atmosphere is strong, but it has not yet had a substantial impact on downstream orders, combined with the winter start is not smooth and production enterprises are taking holidays one after another, demand is likely to weaken
during the year.
It is still in the game pattern of strong expectations and weak reality, and it is recommended to wait and see
.
