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As of January 10, the profit of PVC installations has been repaired, and the overall operating load has increased; This month, a total of 1.
2 million tons of new production capacity was partially mass-produced; The production status of raw calcium carbide is unstable, and the purchase price of calcium carbide still rises; Export orders may delay the process of
accumulation of social treasury.
Futures market: as of January 10, the main PVC closed at 6369 yuan / ton (+0.
03%); Top 20 main long positions: 418489 (+3067), short positions: 490159 (+4771), net short positions: 71670 (-1074).
Spot: as of January 10, East China (calcium carbide method) quotation: 6200 yuan / ton (+20); South China (calcium carbide method) quotation: 6290 yuan / ton (+15).
Blue charcoal: As of January 10, Shaanxi 1366 yuan / ton (0).
calcium carbide: as of January 10, North China 4185 yuan / ton (+30).
Opinion: At present, the Spring Festival is approaching and the public health event is superimposed, and it is difficult for demand to improve in the short term, which brings certain pressure
to prices.
Although the margin of supply and demand is weakening, strong expectations and export increments dominate the market trend
in a short period of time.
Supported by strong expectations, prices are prone to rise and fall, but the upside is dragged
down by weak reality.
The uplink and downlink drivers are insufficient
.
The rebound space remains cautious and is advised to wait and see
.
