The price of the continuous plastic period rushed back down, indicating that there is a certain pressure above

News: 1.
As of September 26, 2021, the operating rate of shed film is less than 50%, the operating rate is +1.
0% week-on-week, and -2.
9%
year-on-year.
Recently, some areas have been controlled by orderly electricity consumption, production is unstable, and output has been affected
to varying degrees.
Secondly, the overall situation of orders is not as good as in previous years, and the production volume is limited
.
2.
Longzhong Information reported on September 29: Shenhua Coal Chemical Industry Shenhua Baotou linear bidding volume was 203 tons, the previous day's bidding volume was 150 tons, the intraday trading volume was 80 tons, and the previous day's trading volume was 150 tons
.
Shenhua low-pressure intraday bidding volume is 500 tons, the previous day's bidding volume is 400 tons, the intraday trading volume is 50 tons, and the previous day's trading volume is 400 tons
.

Market quotation: North China Daqing Petrochemical 7042 mainstream price is 9250 yuan / ton, +0 yuan
.

Warehouse receipt inventory: 4527 warehouse receipts, -22 sheets
.
Main positions: the top 20 long positions 222050, -9914; short positions reported 227426, -15600
.
Reduced
headroom.

Summary: The average operating rate of polyethylene companies last week was unchanged from the previous week, while production increased
slightly.
The operating rate of downstream industries decreased slightly month-on-month, of which the operating rate of agricultural film increased slightly, while the remaining industries fell slightly
.
Inventories by producers continued to decline this week, indicating that there is no pressure
on the supply side.
Recently, the National Development and Reform Commission issued the "Barometer of the Completion of Dual Control Targets for Energy Consumption in Each Region in the First Half of 2021", and the energy intensity of 9 provinces (regions) in China did not decrease but increased in the first half of the year, which was a first-level warning
.
Affected by this, the dual control policies of energy consumption in many provinces and cities have been upgraded, and measures such as "opening one stop six", "limiting production by 90%", and "thousands of enterprises stopping and limiting production" have been introduced, and the expectation of market supply reduction has heated up
.
The intraday L2201 contract rushed higher and retreated, indicating that there is some pressure above, but in the short term, the long pattern has not changed
.