Shanghai Daoqin Plastics Co., Ltd.

        近期 full separation data performance 欠佳, market for trade toward good 心存疑虑, 国际油价 di di 回落, is currently plastics market upper add 霜. 石化库存 has 累积, more 数石化 large 区继续 lower polyolefin product price 以刺激买盘, has less product less 价挺. day 塑市该 how to 运行, plastics is detailed understanding 答!

        昨 day inner PE market price more fall 50-200元/吨不 and other. 石化方面, remove property small 涨50元/吨, separation lower 调出厂 price 50-100元/吨, market cost force degree has decrease low. property futures low 开震荡, pressure 业者信心. 商家出货不畅, more 随行跟跌报盘. lower factory remove rigid 需拿货 outer, more 维持观望态 degree. market overall gas 氛欠佳, 实盘侧 heavy mono 一谈. 以神华竞拍 is 例,PE formed rate in 0%, (relatively upper easy day decrease/reduce 31.63%). currently, inner LLDPE主流 market price in 7200-7700元/吨;LDPE主流 market price in 7900-8900元/吨;HDPE film market price in 8000-8400元/吨.

         expected day inner PE market price 震荡整理, high 价继续回落50-100元/吨. inner LLDPE主流 market price in 7200-7650元/吨. LDPE主流 market price in 7800-8900元/吨. HDPE film 主流市 price in 7950-8400元/吨.

        利 more factors: large 庆石化, 兰州石化 and other plant/unit 处于检修 in, separation supply has shrink decrease, 一定程 degree understanding supply pressure; lower separation enterprise has demand, for polyethylene (PE) in rigid 需支撑.

        利空 factors: 国际油价 fall, futures low 开震荡, 一定程 degree pressure 业者信心;石化部 separation lower 调出厂 price, inner cost has decrease low; environmental protection force degree decrease, enterprise production retardant.

         other factors: plastics futures and 石化出厂 price 变化.

        昨 day inner PP market small fall, price 方面, wire drawing price small fall 20-50元/吨 left right; copolymer price remove less grade small high outer, separation fall 50元/吨 left right, inner wire drawing price in 8600-8350元/吨不 and other, low copolymer price in 8950-9350元/吨不 and other. PP futures low 开维持 low 位运行, pressure 业者入市心态. 石化出厂 price separation adjustment, below/following is 主, inner cost decrease low. trade 商出货不畅, separation small let formed 交. 但终端 lower procurement property high, rigid 需拿货 is 主, inner 交投氛围 cold 淡.

         expected day inner PP market has 跌, price 波动幅 degree in 20-50元/吨 left right.

        利 more factors: in stock market separation supply wide 松, for market price has 一定支撑;抚顺石化 new plant/unit, new material, 兰州石化 and other plant/unit 停车检修,PP overall supply pressure 暂时不 large;PP futures micro 幅收涨, for 业者心态略 has 提振.

        利空 factors: 国际原油 price fall, cost 端支撑 decrease low;终端 lower procurement property generally, more rigid 需补仓 is 主, market formed difficult amount; Imported 货源陆续 to 港, for inner in stock market formed 一定打击;受 environmental protection effect/influence, separation 区BOPP and other industry negative has reduce.

         other factors: 关注石化出厂 price, PP futures toward and lower 游补货情况.

        昨 day V2001 futures has 涨, more increase obvious, day basic in upper 方运行, large amount light cationic 线. PVC enterprise price 仅 别 high small 涨, other 未见变化, separation 厂区提货排队 phenomenon still in. in stock market price is 主, 但华南 区因货 less 出现推涨, market obvious, lower also has separation again degree high 报. lower products enterprise 周初询盘尚 can, mono rigid 需, separation degree 补库, for high performance 出抵触心态, 实盘青睐 low 价货源. value is 华南 区 formed good, main/primary is market to less 导致缺货氛围凸显, market good other 区域.

         expected day inner PVC market strong/high is 主, separation less has upper 调预期.

        利 more factors: PVC futures rise, more increase lower and for rear still good;华东, 华南 区社会库存继续 reduce, 且华南以 and 华北部 separation in stock less, separation 商家以预售 is 主;PVC industry construction start rate high, although separation already 经复产, 但厂区 more 数库存不足, short inner 以填补空缺 is 主; from PVC enterprise 预售情况看各 enterprise still mono relatively more, short 期无意 drop 价, market cost relatively strong/high.

        利空 factors: PVC industry construction start rate high, although separation already 经复产, 但厂区 more 数库存不足, short inner 以填补空缺 is 主;华东, 华南 区社会库存处于 decline 通道, 别 区库提货源紧张, 当 商家预售出货 relatively good; in trade stage/phase property understanding, for market formed 一定提振, long has good in; from PVC enterprise 预售情况看各 enterprise short 期无意 drop 价, market cost relatively strong/high.