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Market situation: PVC main V2005 contract on Thursday narrow range, closing at 6500 yuan / ton, -25 yuan from the previous trading day; volume 54491 lots, -116085 lots (change in statistical method); Position 230632 lots, -234616 lots (statistical method change), basis 430 yuan, -35 yuan; 5-9 spread: 45 yuan, +5 yuan
.
News: Asian PVC prices rose slightly, CFR Southeast Asia reported $850, up $20 from the 26th, CFR China prices flat, the United States and northwest Europe markets also remained basically stable
.
Spot market: the mainstream price of Guangzhou calcium carbide type 5 was lowered to 7100-7200 yuan / ton
.
Junzheng/Yili/Sea Level/Xinfa/Tianhu/Hengtong 1000 type 7200 yuan / ton
.
Dagu 800 type 7250 yuan / ton, Dagu 1300 type 7280 yuan / ton
.
Tianhu in Shantou area 7100 yuan / ton, real negotiation
.
Warehouse receipt inventory: exchange warehouse receipts report 0 lots, intraday -0 lots
.
Main position: The top 20 long positions in the main contract are 164939 lots, -779 lots, short positions are 162901 lots, -1065 lots, and the net position is 2038 lots, a net long increase
.
Summary: Affected by environmental protection, the start of upstream production enterprises has decreased slightly; Due to the pre-sale of more deliveries in the market, the spot volume of various merchants remained tight; Downstream maintenance just need to purchase
.
Far futures source procurement is not active, and the psychology of high price resistance is enhanced
.
At 80.
90%, an increase of 2.
84% from last week and 0.
95% lower than last year; PVC social inventory last week decreased by 8.
33% month-on-month and 41.
07%
year-on-year.
The domestic calcium carbide market stopped falling and stabilized, the market supply was in the stage of gradual consumption, and the downstream purchasing manufacturers increased their demand with the end of maintenance and the increase of load
.
Moreover, there was a serious smog weather in the north of China, and orange warnings for heavy pollution weather were issued in many places, and production enterprises successively reduced production
.
In terms of operation, it is recommended that investors can settle their hands on high orders and drop their bags
.