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PVC: Futures prices fell significantly after the holiday, Wenhua Commodity Index weakened, and the spot market fell downward

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June 26, 2023, 4:42 PM


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PVCA é °è 'e / e / s / s:é é éPVC市场主流成交价格走弱,现货市场气氛偏低。估价对比来看:其中华北地区下跌70-80元/吨,华东地区下跌80元/吨,华南地区下跌50-70元/吨,东北地区下跌50元/吨,华中地区下跌30元/吨,西南地区下跌50元/吨。上游PVC生产企业出厂报价普遍下调30-50元/吨,包含部分异地库报价均同步下行。期货开盘后走弱,贸易商一口价报盘对比开始下跌,并且一口价报盘几无成交,点价货源优势较为明显。其中华东地区基差报盘09合约-(80-150),华南地区09合约-(20-50),北方地区09合约-(400-500),西南地区09合约-(200-280)。贸易商点价报盘中,部分逢低挂单低位存在一定的成交,集中在09合约5700-5720范围内存在一定的交投,但多倾向于刚需。乙烯法方面同样下调为主,交投反馈清淡。

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A °é è 'recent recent host é host é í í í éIn addition, we have all the rights to all these productsPVC并未出现较大的跌幅,但今日期现两市的下跌也给现货市场的上中游带来了较大的销货压力,虽然低位挂单存在一定的刚需补库,但整体社会库存显示截至到6月25日总库存增加0.59万吨至42.35万吨,高库存的压制导致PVC一直没有较好的表现,虽然依附于前期的宏观提振而出现上涨,但始终难以为继。外盘方面国际油价下跌,因为全球央行加息引发燃料需求担忧,经济衰退和需求担忧超过供应面趋紧迹象给市场带来的利好支撑。此外,挪威和瑞士也加息,而且,美国似乎可能也进一步加息。因此整体来看PVC现货市场价格仍旧面临一定的压力,或重回低位整理。

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