Shanghai Daoqin Plastics Co., Ltd.

currently 12 month semi, polypropylene (PP) market reaction 一塌糊 coating, price in rear lower 行通道, enterprise procurement hot 情, polypropylene (PP) in elastic upper 越走越远. currently, wire drawing price in 7800-8400元/吨, copolymer price in 8800-9200元/吨.

就近一周走势 看, 周初时受油价 and PP futures 拖累, 一定程 degree upper effect/influence 业者心态, market low sleeve/set increase more, small soft trend. rear “两桶油”库存消 consumption 逐渐放缓, in and in 油厂家 difficult 以坚挺 currently price, by lower 调出厂, trade sales pressure has increase large, market gas 氛不断受 pressure made. currently 看, formed 交方面依然 difficult to has 效引导, lower 游缺乏实质 property formed 交支撑, lower 行 概 rate will increase large.

2019 year 10 month inner PP Imported amount is 46.24 10,000 tons, year-on-year year increase 3.54 10,000 tons, in 8.29%. month-on-month increase 2.04 10,000 tons, in 4.62%. supply amount 充足, demand amount 放缓, 交投清淡, procurement property has 限.

currently inner 石化库存一直 in drop is 主, more lower 调出厂 drop sales. lower factory procurement more rigid 需, market supply and demand 矛盾 突出, make less trade toward 观望. 2019 year 逐渐步入尾声, also has 两家厂家近期不断传出试车 good 消息: 浙江石化PP plant/unit 12 month 8 day pelletizing plant/unit formed 功, raw materials is outer propylene, 该PP plant/unit production capacity 90 10,000 tons / year (两 strip/profile 线各45 10,000 tons / year); its is large Hengli 二期试运行 plan in 12 month 底试车STPP plant/unit, front rear 试运行JPP plant/unit and ethylene understanding plant/unit. 二期40 10,000 tons / year (STPP and JPP线各20 10,000 tons). rigid property demand sink marks, high 端货源跟进谨慎, market trends lower obvious.

in rear large production capacity expand lower, in stock market pressure large, market 份额争夺严 heavy, demand growth degree can fast speed plant/unit expand can 脚步, still is 一 棘手 difficult 题. 建议业者近期谨慎关注石化厂家信息 and futures 走势.