PVC volume increase position, futures price narrow range

News: 1.
According to Longzhong Information statistics, the total outbound volume of 24 PVC manufacturers last week decreased by 4.
47%
compared with last week.
Manufacturers' shipments were acceptable this week, but the output of sample enterprises declined, resulting in a decline
in enterprise shipments.
The total output of 24 production enterprises fell by 1.
87% from last week, mainly due to the impact of maintenance of
enterprises such as Shandong Xinfa and Anhui Huasu.
2.
Longzhong Information reported on April 13: Shanxi Yushe's 400,000-ton device started normally, calcium carbide procurement gas volume was 290L/KG, and the price of Shaanxi self-pickup was stable at 3800 yuan / ton within the day, and the price of Ningxia self-pickup was stable at 3750 yuan / ton
.
The arrival situation is general, and the order is real.

Market quotation: the mainstream price of SG-5 in Changzhou market in East China is 8650 yuan / ton, -0
.

Warehouse receipt inventory: 2700 warehouse receipts, +0 sheets
.
Main positions: Top 20 long positions 188863, +33454, short positions 179297, +44766
.
Net excess decrease
.

Summary: Overseas supply remains tight and prices remain firm
.
Formosa Plastics is expected to raise its May shipping schedule, which also supports
prices.
Domestic: the operating rate of domestic PVC downstream products enterprises increased slightly, and the terminal orders of pipe, floor and cable factories were relatively optimistic, but the profits were small; The start of production of profile products enterprises returned to the high level
of previous years.
Product enterprises replenished their inventory slightly, but the high price of raw materials has become a resistance
for some product enterprises to sign new orders.
Due to the different acceptance of the terminal, the price adjustment plan of the large pipe factory in the early stage was suspended, and the product enterprises made small profits or even lost money
.
Domestic social inventories continue to decrease, and the inventories of production enterprises are low, indicating that their pressure is not great
.
Inner Mongolia has issued a new policy to eliminate backward production capacity, but at present, it has little impact on calcium carbide, and the future market still needs to pay attention to the later development
of the new policy.
In terms of operation, it is recommended that investors can set a stop loss in their hands and hold
them cautiously.