Shanghai Daoqin Plastics Co., Ltd.

本周 ring oxygen industry chain market trends relatively upper has good 转, raw materials propylene, ***不断探涨, cost pressure, ring oxygen price low 位, gas good 转, factory toward good, 挺市拉涨, price fast fast 涨, 临近周末, cost 面续涨动 force 不足, lower for high 价显抵触, upper 行空间收紧, 金联创 expected, short market rear 整理运行.

一周 market review

本 cycle inner inner propylene market 触底反 elastic is 主. upper 周末期, inner propylene market local small 幅补跌, market 挺价稳市意 toward 渐起, market in stock supply has 限, 炼厂库存 can 控, lower 游谨慎观望心态 difficult 改, local 炼厂出货 pressure relatively large, still has low price 出现. 本周开始国 inner propylene market upper 扬, polypropylene (PP) market trends good 转, 提振业者操盘信心. add 之市面 in stock supply 偏紧, upper toward relatively strong/high. propylene upper 推, lower market trends 走势欠佳, more lower 游出现亏 loss, for high propylene 抵触情绪 relatively strong/high, 入市买盘谨慎观望. rear 期, lower cost pressure relatively large, 入市抵触心态 relatively strong/high, therefore 炼厂报盘意愿出现 separation 化, local in stock supply 偏紧, 炼厂挺价意 toward relatively strong/high; local selection 稳价出货消化 front 期涨势 is 主, market 交投不 temperature 不火. 截至今 day 收盘, market formed in 6600-6650元/吨, market formed in 6250-6300元/吨, market formed in 6250-6300元/吨.

本周, inner ring oxygen market rear 扬, front 期, 买盘持续不足, cost 面支撑 has 限, factory 库存渐 increase, 心态转空, drop 价出货, rear 期, price versus for low 位, gas 氛略见 good 转, cost propylene, ***不断走 high, cost pressure lower, factory 积极挺市拉涨, heavy 心止跌反 elastic.

本周国 inner polyether market pressure 走跌, 跌幅250元/吨. raw materials ring oxygen low 势走跌, let 利出货, polyether more pressure lower 行. 跌价初期, lower more 避险观望, market gas low. in rear, propylene, *** price 走坚, ring oxygen 丙烷止跌暂稳, lower low rigid gas increase, polyether 厂家出货 good 转, PO趁势 narrow elastic. polyether lower 游库存消化缓 slow, rigid gas sustainable property low, short market elastic force, 横盘淡稳商谈出货. 截止收盘: 华北, and 东北 区普通 soft dispersion water 现金出厂 price more in 9000-9200元/吨; 华东 区普通 soft dispersion water 现金送 to price more in 9200-9400元/吨 between; 华南 区普通 soft dispersion water 现金送 to price more in 9200-9400元/吨.

lower market 展望

原油方面, OPEC+会议 结果 in short inner effect/influence 国际油价 走势, 但考虑 to 俄罗斯 反 for 意见, 此次会议 or very difficult through expand large decrease 产 提议, that for/regarding 油价 提振 function will separation has 限, will 以区间震荡 is 主, expected for propylene market effect/influence large. supply 面 看, 检修炼厂 more 暂定于 in 旬开始陆续 construction start, specific time 均未确定, short 线 看 in chemical industry and lubricating or construction start plan, expected short supply still 存收紧态势. demand 方面 看, 随 疫情 to control, lower construction start hot 情回暖. currently to demand 复苏缓 slow and raw materials price high effect/influence, lower product 库存节奏偏 slow, 且盈利空间持续萎 shrink, lower construction start and 备货观望情绪 relatively concentrated. currently upstream and downstream 心态偏谨慎, more lower 游盈利情况不容乐观, 金联创 expected lower inner propylene market 僵持整理 is 主, 建议密切关注 upstream and downstream construction start 动态.

expected lower ring oxygen market rear 整理运行. although propylene ***不断冲 high, expected 续涨空间 has 限, lower 游补仓 rear new mono has 限, more is 主, supply drop negative or factory negative or heavy 启预期, 金联创 expected, lower market rear 整理运行, 观望终端 demand 恢复状况.

expected lower polyether market small elastic rear 消化整理. raw materials ring oxygen cost 支撑坚挺, short still upper 行预期, 但东营 certain plant/unit in 即, expected rear 市PO续涨承 pressure, 消化整理; polyether supply 方面, Imported Dow still has shrink amount, Domestic polyether large separation supply 充足; lower 游库存消化缓 slow, lower high gas or 显不足, market supply and demand 矛盾犹存, overall 心态转空. expected, lower polyether market by small rear 消化整理.