Shanghai Daoqin Plastics Co., Ltd.

        导语: 2019 year polyethylene (PE) price low 迷, 随 四季 degree “金九银十” to, belt/tape production demand di di expand 张, and 两次原油遇袭直接促 make market trends elastic. let 我们纵观 large 经济, interpretation large data, analysis multiple factors lower, can 否拉动 polyethylene (PE) 持续反 elastic, rise 千八百?

        一, macro 经济走势

        2019 year 9 month 份国家 statistics data 显示, full 国居民消费 price 指数(CPI)指数103, month-on-month growth 0.9%, year-on-year rise 3.0%, for/regarding non food 方面, full 球原油 market to impact large, inner price 持续走 low, expected still will overall low 位; industrial product price 指数(PPI)98.8, PPI year-on-year decline 1.20%, drop ratio upper month expand large 0.4 百 separation 点, 跌幅继续 expand large, especially is production material price drop relatively large. effect/influence PPI strip/profile price in, 油价徘徊 low effect/influence lower, chemical industry industry chain month-on-month fall, in main/primary industry in, and gas 开采业以 and 石油, and other material processing drop most large.

         from published data 知, and related industry overall low 走势. 9 month manufacturing 业PMI is 49.8%, although still 处于荣枯线 below/following, 但受“金九银十” effect/influence, month production demand di di expand 张, price indicators has rise, new mono upper rise relatively is obvious or is is front industrial production relatively fast lower rear 厂商存 in 一 补库存行 is, overall large in small type enterprise gas relatively upper month has improvement.

        二, and property price 走势

        原油 as is polyethylene (PE) product upper 游, 一直以 deep 受关注. in 2018 year and polyethylene (PE) price related property degree separation generate 背离. from 2019 year lower semi year, polyethylene (PE) property price 不断走 low rear, as is upper product again degree its effect/influence force, make 原油走势 related property and property price 密切关联起.

        无论 is 9 month in 旬沙特 key/critical 原油设施遇袭导致关闭一 semi output/production volume, also is 10 month in 旬伊朗邮轮遇袭, outer factors belt/tape rise, different degree belt/tape polyethylene (PE) market trends 出现回涨. UK 脱欧以 and world increase speed again degree lower and other causes, price 回落, market 心态随之谨慎, gas 氛陷入 low 迷, 石化纷纷 for polyethylene (PE) price lower 调.

        三, polyethylene (PE) LDPE/LLDPE price 走势

         versus ratio 2018 year market trends 而言, 2019 year polyethylene (PE) price 呈持续走 low. 虽9 month market trends has elastic, 但涨势并未 can to good maintain. especially 国庆归, 石化库存积累, lower 游心态谨慎接盘迟缓, month in 受原油 and macro good belt/tape market trends small 幅回调, rear market trends again 次进入沉寂.

        纵观 full 文, “金九银十”虽 belt/tape manufacturing production demand di di expand 张, price indicators has rise, 但想回归至荣枯线 above force still 显欠缺;油价两次 rise belt/tape polyethylene (PE) price different degree elastic, 但随 油价回落 market trends 接 进入沉寂.

         review 自2018 year lower semi year 开始, environmental protection 限产, plant/unit start production and other factors supply and demand 失衡局面愈发 obvious, 甚至出现 “旺季不旺” 失衡 landscape, price high 点也并未如期出现. therefore small is, 2019 year degree, overall rise 依旧乏 force, 虽会不间断出现 small elastic, 但受心态, demand, and other various made lower, 2019 year market trends large 涨恐怕 relatively difficult achieve.