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According to monitoring, PVC prices have continued to rise since April, and the latest average price of calcium carbide SG5 was reported at 6688 yuan / ton, a new high in the year, an increase of 5.
88%.
The increase in some regions is even greater, Tangshan Sanyou's latest quotation is 6980 yuan / ton, an increase of nearly 10% in April; Henan Haohua Aerospace Chemical's latest quotation is 6800 yuan / ton, an increase of 8%
in April.
In terms of futures, the highest quotation of the main PVC contract in September reached 6945 yuan / ton in April, which has approached the previous high
.
Industry analysts believe that PVC companies have entered the maintenance period since April, production has declined, and inventories have continued to decrease
.
In May, the maintenance capacity has been greatly increased, and it is expected that the maintenance capacity will reach 4.
86 million tons
.
Coupled with factors such as environmental protection and production restrictions, the reduction of PVC supply will be significantly intensified
.
On the demand side, downstream consumption has entered the peak season, and the operating rate and orders have increased
rapidly.
Combined with factors such as supply and demand and industrial chain, PVC prices will continue to rise, and the profitability of industry companies is expected to further improve
.
You can pay attention to Yinglite (000635), Zhongtai Chemical (002092) and other related companies
mainly engaged in PVC products.
