PVC volatility higher, the rebound is expected to continue

In terms of news, the price of liquid alkali in the northwest was lowered, the price of flake alkali rose slightly by 50 yuan / ton, and the price in other regions was temporarily stable
.
Due to the relatively low inventory of flake alkali from northwest manufacturers and the long pre-sale orders of most manufacturers, the price of local flake alkali has been boosted
to a certain extent.
Shandong was affected by the typhoon, the chlor-alkali plant reduced production and stopped production, involving a production capacity of about 1.
65 million tons, the current chlor-alkali operation is about 60%, and upstream and downstream enterprises are also affected
to varying degrees.
It is expected that the supply of chlor-alkali in Shandong Province will be reduced in the
short term.

Spot market, the overall price of PVC market in Guangzhou is stable, the price of individual materials is raised by 10-20 yuan / ton, the mainstream price of calcium carbide five-type material is 6800-6930 yuan / ton in exchange and self-pickup, Sanlian reported 6800 yuan / ton, Yili reported 6920-6940 yuan / ton, Salt Lake reported 6820-6830 yuan / ton, Junzheng reported 6930 yuan / ton, Xinfa reported 6900 yuan / ton, Dongxing reported 6880 yuan / ton, Jinwei reported 6880 yuan / ton, Haina reported 6880 yuan / ton, Tianhu reported 6870 yuan / ton, Jinyu yuan reported 6870 yuan / ton, ethylene Dagu 1000 tabloid 7050 yuan / ton, 800 large newspaper 7000 yuan / ton, 700/800 small newspaper 7000 yuan / ton, 1300 type 7200 yuan / ton
.
Shantou area: Junzheng old factory reported 6940 yuan / ton, Dongfang reported 6940 yuan / ton, Zhongtai reported 6950 yuan / ton, Inner Mongolia Yihua reported 6900 yuan / ton, Jinyu yuan reported 6900 yuan / ton, Tianhu reported 6900 yuan / ton
.

Summary: The twists and turns of international trade disputes have affected market confidence, and the weak price trend of VCM in Asia has also weakened the cost support
of PVC to a certain extent.
However, the strengthening of safety production inspections in Inner Mongolia may reduce the operating rate of production enterprises
.
India's Ministry of Finance lowered the anti-dumping duty rate is expected to increase PVC exports, Asian and American markets PVC stopped falling and rebounded, Formosa Plastics raised PVC export prices in September, and PVC social inventories continued to fall slightly, these factors supported PVC
.
It is expected that the rebound is expected to continue, and operationally, investors can set a take profit and hold it
cautiously.