The market presses the restart button and the market starts a V-shaped counterattack!

After the depression of the first quarter and the loss of control of the two months, the seal wrapped around the market restart button was finally completely lift.

Polypropylene: Rationality after rashne.

Price analysis: As shown in the figure, the polypropylene market in the first quarter showed a circuitous downward trend; in early April, the hype of meltblown cloth led to a surge in polypropylene fiber materials, and the rest of the varieties also followed the trend; the market recovered after late April Rational, but the price has not fallen deeply, and it is mainly high-level consolidati.

Outlook on the market: "Stalemate" will probably become the main state of the polypropylene short-term mark.

Polyethylene: Step by step for revenue to regain lost grou.

Price analysis: In martial arts dramas, the more low-key, the more skilled, and Polyethylene is that expe.

Market outlook: "one low and one high" is the key boost to the current polyethylene mark.

Polyvinyl chloride: ups and downs are not as good as steady ris.

Price Analysis: PVC is definitely a ruthless character worth mentioning in the near futu.

Market outlook: The author has strong confidence in the short-term PVC market tre.

Polystyrene: On the Importance of Hitchhiki.

Price Analysis: Even if the hype of the helmet has nothing to do with it, it has indeed successfully hit the road because of its hard rubber stat.

Outlook on the market: Earlier, polystyrene was able to go higher in stages, thanks to two poin.

ABS resin: as soon as the price rises, it will be hap.

Price analysis: As shown in the figure, May was obviously a watershed for ABS resin pric.

Market outlook: What is the reason for ABS not to rise? If the international crude oil and styrene monomer prices are the icing on the cake, then the overall recovery at both ends of the supply and demand is a reli.

Polycarbonate: Teenagers at the bottom of the valley see the light of day

Price analysis: If I told you that the price of Taiwan's Chi Mei PC-110 was 31,500 yuan/ton at the end of 2017, and now it is only 15,500 yuan/ton, and it is still the price after a wave of rising, what would you think? From a pessimistic perspective, its price has been cut in half compared with the good times; from an optimistic perspective, compared with the 14,100 yuan/ton in mid-May, it has risen to a thousand yuan in just one mon.

The road is long and the road is comi.

Market outlook: How to squeeze into the upward channel of the expansion of the big players? First, the steady start of bisphenol A has been unable to solve the problem of shortage of goods, and Nanya Plastics and Sinopec Mitsui have an overhaul plan in mid-July, and the shortage of resources will become more prominent at that time; second, in June, polycarbonate The parking capacity is as high as 635,000 tons, accounting for 38%, and only 27% of the production capacity can be maintained at more than 8
Third, the company is currently in a state of loss across the board, and the long-term cost pressure makes manufacturers have a strong desire to increase the ex-factory pri.

Combining all kinds of things, there is no shortage of polycarbonate in the short term to continue to break throu.

Write at the end:

After thinking about it, the author still wants to leave some space for the international environment and international crude o.

International environment: At this stage, except for the United States, the epidemic situation in other countries has basically been effectively controlled, and cross-border logistics and international exchanges are also recovering, which is a major benefit for the world economy and foreign trade compani.

But Trump made a fuss about .

In order to allow himself to be re-elected in the general election in early November, he has repeatedly provoked confrontation between China and the United Stat.

First, the responsibility for the ineffective anti-epidemic was passed on to China, and the Chinese civil aviation was refused entry for various reasons, and the decision was overturned the next d.

Such capriciousness and such changes have seriously disrupted the international order and cast a new shadow on the global economic situation, which has not yet fully recovered from the effects of the vir.

International crude oil: As of June 9, Nymex WTI closed at $394 per barrel; IPE Brent closed at $418 per barr.

Yes, international crude oil has begun to cheer .

However, regarding the prospects, the author still believes that there is not much room for upside, and the price will fluctuate at US$40-45/barr.

Although there is a lot of good news at the moment, such as OPEC+ recently reached a new agreement to extend the time limit of 7 million barrels per day of production cuts by one month; such as US crude oil inventories fell, oil rigs fell to historical lows; if affected by Atlantic storms, the US Gulf region 31% of oil production was shut down, and the Sharala oilfield in Libya was closed aga.

However, the resistance is not sma.

First, the major oil producing countries in the Persian Gulf led by Saudi Arabia announced that they would no longer cut excessive production in Ju.

Second, the market was worried that the rise in oil prices would lead to a rebound in shale oil production in the United Stat.

Therefore, it is estimated that while the lower limit of crude oil has been raised, the upper limit has also been suppress.

Summary: Crude oil, monomers, futures, petrochemicals, supply and demand all performed brilliantly in the same period of ti.

This situation is ra.

Businesses should take this opportunity to actively operate and try to recover the losses caused by the epidem.