Shanghai Daoqin Plastics Co., Ltd.

近期国 inner polypropylene (PP) material market 受原油以 and futures di di 走跌打 pressure difficult 止, currently inner wire drawing relatively upper fall 250元/吨. short 期 看, 石化库存居 high difficult lower lower 调模式, lower 游方面受 market effect/influence 补货积极 property 欠佳, demand difficult has a large amount of 释放, market basic difficult 寻支撑, rear 期 看 market supply pressure in.

2020 year inner effect/influence 石化 库存 force degree add large, 但2020 year is start production large year. in 宇资讯 data statistics, 2020 year polypropylene (PP) expected new increase production capacity in 790 10,000 tons, 届时国 inner polypropylene (PP) material production capacity expected to 3300 10,000 tons left right. 但近期受原油 large effect/influence separation made enterprise or start production 步伐, can 否定, year new increase production capacity for market impact force degree relatively large, year 开局石化 库存并不如意, in expected year inner supply pressure difficult decrease light, 石化 库存 difficult degree add large.

plant/unit 检修方面 看, rear plant/unit more drop negative production reduce 自身库存 pressure, 但持续 time has 限. in 宇资讯 data statistics currently plant/unit more is short 期停车, in more in in 6 month 份, short difficult understanding high 位库存之急.

而 lower 游方面, construction start has 推迟终端 demand rear, outer ring effect/influence lower 游接货 force degree has 限, 补货呈现 obvious cycle property, demand difficult for market formed has 效支撑. currently outer 疫情蔓延, demand or formed is new demand 亮点. has data forecast, 疫情令 full year PP demand decrease/reduce 20万—65 10,000 tons, if production can belt/tape 16.7万—28.8 10,000 tons (按1.16 100 million /天—2 100 million /天 full year demand 计算) increase amount, that can 弥补疫情 in other field/area PP demand decline large separation. year plan start production new plant/unit large rate 会延迟, rear 期 看 market will has 支撑.