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PVC: Futures bottomed out and rebounded. The central bank's open market operating rate dropped by 10 basis points. Spot prices continued to be consolidated within a narrow range.

114,823
June 13, 2023, 4:38 PM


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PVCA é °è 'e / e / s / s:é é éPVC市场主流成交价格继续小幅调整为主,现货报价灵活。估价对比来看:其中华北地区稳定,华东地区下跌20元/吨,华南地区、东北地区、华中地区、西南地区价格稳定。上游PVC生产企业仍以稳定报价居多,出厂报价未见明显的调整动向。期货触底反弹,夜盘出现低点,但随后的反弹并未太多影响早盘现货市场的报价心态,各地区贸易商报价多区间整理为主,部分地区早间一口价报盘较昨日下调,午后有所收敛。目前市场一口价和点价报盘均有,其中华东地区基差报盘09合约-(50-120),华南地区09合约-(0-40)好粉+20,北方地区09合约-(350-400-500),西南地区09合约-(180-270)。下游心态谨慎逢低补货为主,实单成交不多,市场内现货成交气氛偏淡。

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°é è 'conductor é é °conductorPVC09合约夜盘期价跌破5600,利空气氛弥漫,但随后的触底反弹在下轨位置处出现了一定的支撑表现,盘面也随之获利了结。早盘开始后市场消息人民银行开展公开市场7天期逆回购操作20亿元,中标利率为1.90%,下降10个基点。消息公布后金融市场信心提振,多数商品出现上涨反应。但PVC上涨力度不足,高位价格遭遇打压,成交方面其中空开26.6%对比多开21.5%大幅处于压制局面中。对于目前的短线来看,我们认为期价向上仍旧缺乏实质性的支撑,维持前期的判断继续观察5600-5750的运行范围。

A °é è 'recent recent host é host é í í í éWe won't do it again, because we won't do it now, because we won't do it again, and that's what we do.PVC而言,跟随商品情绪的上行一方面缺乏基本面的支撑,另一方面期价上行至一定位置遭遇套保单以及空开的压制。首先PVC基本面电石价格再次普遍下调50元/吨,我们不止一次提到过,电石价格的下行虽然能够缓解PVC成本压力,但也利空期现两市。另外中国台湾台塑7月份PVC报价下调20-30美元/吨,此次无数量阶梯折扣!CIF印度跌20美元/吨至760,CFR中国跌30美元/吨至755,FOB中国台湾跌30美元/吨至710。两重消息均呈现利空,因此由央行公开市场操作利率下降的10个基点无法抵消PVC本身基本面的双重利空消息。整体来看PVC期现两市仍旧面临较大的压力,短期之内的PVC现货市场价格仍会继续窄幅震荡为主。

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