Shanghai Daoqin Plastics Co., Ltd.

        一, parts 背景描述

        据 outer 媒报道, time 9 month 14 day 早8点 left right, 沙特阿美石油 company (SaudiAramco)位于Abqaiq full most large comprehensive in and inner large 油田Khurais遭一支由10架无人 machine formed machine 群袭击, more 处起火, currently already to control. 也门 胡塞武装 already 经宣称 for 本次袭击 negative 责.

        出于 safety property 考虑, 沙特暂时预 anti property 关闭 500万桶/ day production capacity. 沙特方面宣称受 effect/influence production capacity will in 9 month 16 day 恢复, more 方消息显示 its production capacity full can can need more long time. for this parts, USA already good 随时动 use strategy 储备, anti 止沙特 supply to full 球油市 belt/tape 震动, 沙特方面也 table/sheet will use 本国原油库存, ensure 本周原油 export effect/influence.

        二, parts for PVC market effect/influence

        受此事 parts effect/influence, 9 month 16 day large 商 开盘L2001 combined 约涨幅 ultra- 百元, day inner 收盘涨140元/吨. in stock price has 20-70元/吨不 and other 涨幅.

         for/regarding Imported degree 不足5% PVC而言, 沙特事 parts for PVC没 has effect/influence, but also 沙特也不 is full focus/key point PVC production 区域. 本次事 parts for 沙特炼厂 and lower plant/unit formed effect/influence, therefore, ethylene, and its lower 游衍生 product and other product production supply effect/influence.

        据 data 显示, 2019 year 1-7 month inner ethylene Imported amount 达162 10,000 tons, its in Imported 5 10,000 tons, ratio 3%, main/primary Imported is 江苏, and other 省份, understanding main/primary Imported lower is and other other industry.

        国 inner Imported ethylene is Raw Materials PVC production enterprise 山东海湾 chemical, Hanwha and other enterprise Imported main/primary day and other enterprise. inner PE enterprise is upstream and downstream industry chain enterprise, ethylene 不依赖 Imported, therefore, 总体看, 此次事 parts is effect/influence supply, for ethylene and PVC and other enterprise 无直接 effect/influence.

        然则受 cost and market futures 资金推动, short 期看原油 industry chain related product market price short small 涨局面.

        三, market 样本心态调查

        事 parts rear, PVC industry for futures market has relatively large 变化, for for 31 industry 人士进行调研, its in production enterprise 占32%, trade 商占36%, lower and futures company 各占16%.

         for/regarding 国庆节 front PVC market, 61% 参 and 者看涨, 26% 参 and is 震荡看稳, 13% 参 and is small rear fall.

         in 东沙特事 parts full 球, futures 开盘应声 rise, can industry product types different degree 跟涨. day inner supply 紧张心理逐渐 by and USA rear policy hydrophobic understanding, 原油盘价回落预期 add large, production product price 传导不 long 久, futures market 面临回调至 basic 面状态, PVC market basic upper sales performance 不足, 终端订 mono procurement made front difficult large market trends, expected 近期PVC market 维持震荡 adjustment 局面概 rate relatively large.

         for/regarding 国庆节 rear, in trade scratch, inner supply increase lower, market gas 氛不足, 48% 参 and is market will 震荡看 low, 23% 参 and is stability, 29% 参 and is 会涨.

        传统 房 产, construction, for outer trade export mono and other PVC demand force, currently 终端客户 反馈 看, mono strong/high 人意, large type enterprise production amount relatively year has obvious growth, in small enterprise mono amount and output/production volume 均处于 lower slip 状态; add 之华北, in and other 区10 month front rear 一周担忧 environmental protection and safety effect/influence 终端主动关停数 amount increase, market demand more good. degree inner PVC production capacity new increase ultra- 80 10,000 tons, add 之四季 degree relatively more 检修规模, market 进一步担忧 market supply large increase, market overall 心态看 low.