Shanghai Daoqin Plastics Co., Ltd.

        8 month upper semi month inner PVC糊 resin price 走势部 separation upper 行, market 交投氛围显 good, lower semi month market good, 利空均存, expected has 限.

        7 month inner PVC糊 resin price basic 以平稳 is 主, lower sleeve/set products enterprise mono amount has good 转, for resin demand has 支撑, inner 蒙古君 positive plant/unit for market has good 支撑, 7 month lower inner resin enterprise price has upper 调, 截至7 month electrical method sleeve/set material 华东现汇送 to price in 8200-8500元/吨, electrical method large material 华东现汇送 to price 7900-8500元/吨. 进入8 month 份以, enterprise more table/sheet pressure, 且 别 grade still has 偏紧, 8 month upper semi month inner PVC糊 resin price separation still has upper 行, 截至8 month 16 day electrical method sleeve/set material 华东现汇送 to price in 8300-8700元/吨, electrical method large material 华东现汇送 to 价8100-8700元/吨.

        8 month upper semi month 看, 原本8 month in has plan cationic chemical industry and 唐山三友, 均推迟检修 time, although market 实质利 good 提振消失, 但8 month upper semi month enterprise more pressure, 且 别 grade 货源稍 has 偏紧, 卖方心态显 good; lower demand 看, front high temperature drop negative 荷 南方部 separation lower products enterprise, construction start negative 荷也稍 has improves, market demand 面变化并不 obvious, overall toward good, 故支撑8 month price upper 行. 8 month upper semi month inner PVC糊 resin enterprise upper degree in 100-300元/吨.

        8 month upper semi month overall 交投氛围显 good, lower semi month 看, market good 均存:

         raw materials 面: lower semi month electrical supply still high 位, demand improves has 限, therefore electrical 石货源 剩 phenomenon understanding has 限, electrical enterprise still 会积极出货 is 主, lower 游也会密切关注 control to amount, price heavy still 会继续 lower 调, expected low formed adjustment will 会变 谨慎.

         supply 面: cationic chemical industry plan 8 month 29 day full 厂停工检修20天 left right, and production capacity 20 10,000 tons / year, 虽届时也 has can 售, for market supply still has good 支撑, lower semi month 暂未听闻 has other enterprise has plan, large separation enterprise more pressure, grade still has 预售待交付, lower semi month overall market supply performance 并不充裕, for market has good 支撑.

         demand 面: 随 立秋之 rear high temperature gas decrease/reduce, separation front high temperature drop negative 荷 南方 lower production enterprise negative will improves, expected 8 month lower semi month lower construction start negative or has increase. 而北方 market 看, 因“十一” positive value 70 year large 庆, 黄河以北 especially 京津冀鲁 and other has environmental protection policy requirements, for lower production or has requirements, currently has 明确消息, therefore 8 month lower semi month still 需关注 policy for demand effect/influence.

        综 upper, lower semi month market good 均存, policy for lower construction start or has 限产预期, currently 消息并未明确, 而沈化检修 time already 经确定, overall market good more 以利空 effect/influence, expected lower semi month market price has still has upper can can, 但考虑 raw materials, supply and demand and other effect/influence, expected or has 限, expected in 100-200元/吨.