Shanghai Daoqin Plastics Co., Ltd.

        近期 plastics Raw Materials price frequency 繁, also in 炒涨氛围 in, 各 区接连 improve/increase 报价. rear 期, market 就进入滞涨 stage/phase, demand 萎靡持续 pressure made, add 之近期 cost strong/high 劲支撑不 in, plastics soft 迹象显现, that rear plastics Raw Materials price will how to 变动呢?

        我们先 from 利空面说起, 首先国际油价方面 future 几周均 has low 预期, cost 端支撑不 in; again 者, plant/unit 检修方面, PE plant/unit full 部复工, 无检修 plant/unit. PP检修 plant/unit has 广州石化二线 plant/unit 停车检修15-20天, in 韩石化JPP plant/unit 28 day 停车, heavy time 未定. salt plant/unit 停车, 陕西延安 can chemical industry 停车, semi month, new 投 巨 positive 源, 宁夏宝丰 production capacity full 部释放, supply pressure still difficult understanding.

         demand 方面, 自进入11 month 份开始, gas cold, plastics demand low, lower more is rigid 需补库 is 主, 而12 month 份, temperature degree will toward lower, construction start will lower 沉, demand still obvious good 转.

        利 good 面, 石化库存 drop low 位, short good market trends, 但经 此波 补库之 rear, 12 month procurement will low. futures currently 处于回 rise stage/phase, 且业者 expected, this rise or long to 2020 year 1 month in 旬, futures strong/high 也利于 in stock price 走势.

         comprehensive above good 消息 看, rear plastics Raw Materials price 走势趋 low. currently 石化库存呢 low 位, its causes, its 一, is lower 游补货致 make 两油库存 to fast speed 消化, 但经 此轮补货之 rear, in demand 淡季 当 lower, rear lower 游补货 will in 一定程 degree upper decrease/reduce. its is trade 商囤货, that 么社会库存 increase, add heavy rear supply pressure, therefore rise 结束之 rear, plastics price or will 出现一段萎靡之势.