The PVC market will remain high in the short term

On the supply side, calcium carbide supply has deteriorated
recently.
Due to the long-term cooperation or procurement batch differences of some manufacturers, there is currently a partial inversion
between the purchase price of calcium carbide and the ex-factory price of calcium carbide in various regions.
Therefore, the delivery price of calcium carbide in Shandong and the delivery price of calcium carbide in Inner Mongolia are also inverted
.
Taking September 30 as an example, the delivery price of calcium carbide in Shandong is 7360 yuan / ton, and the delivery price of calcium carbide in Inner Mongolia is 7650 yuan / ton
.

The supply of calcium carbide has deteriorated for a long time, and the price has gradually increased
.
At present, the cost pressure of PVC production enterprises of external calcium carbide is significant
.
Some PVC manufacturers have unstable calcium carbide arrivals, and in order to ensure the arrival of calcium carbide, the purchase price
has been increased.
At present, the rise in calcium carbide prices has not ended, and the cost of calcium carbide PVC is still high
.
Overall, the cost support of PVC is still strong
.

In terms of demand, due to the continuous rise in the overall market price of PVC powder, the historical high point is constantly being refreshed, the cost pressure of downstream PVC products enterprises is greater, most of the operating load has been reduced compared with the previous period, and some large factories still maintain a certain production load to ensure market share and customer relations, but most factories still maintain the strategy
of bargaining and small order procurement.
The downstream acceptance of high-priced raw materials is limited, and recently, the market price and factory price of enterprises in various places have been inverted, but the market spot is not much, and the downstream rigid demand still has a certain degree of resilience
.

In terms of calcium carbide costs, short-term calcium carbide supply is expected to improve
slightly.
In addition, some PVC companies have maintenance plans in October, and the production capacity involved is relatively large, and the supply of calcium carbide in the short-term follow-up market deteriorates or improves slightly
.
calcium carbide prices may decline slightly, but the overall volatility is relatively limited and is expected to remain at a high level
.
PVC manufacturers have received orders in the near future, and most large manufacturers still maintain a certain number of pre-sales, and the overall sales pressure is not large
.

Overall, market prices are likely to remain high in the future
.
PVC manufacturers still have room to further raise ex-factory prices, and calcium carbide costs are expected to decline
slightly.
The overall profit level of calcium carbide PVC producers may increase slightly, but the increase is still expected to be limited
.
In addition, it is also necessary to pay attention to changes in calcium carbide supply, which leads to large fluctuations
in calcium carbide prices.
In general, under favorable conditions such as cost supply, the PVC market has maintained a high level of operation in a short period of time
.