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PVC: Futures strengthened due to the macro boost and climbed in the afternoon. The spot market weakened first and then strengthened

108,203
June 27, 2023, 4:15 PM


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PVCA é °è 'e / e / s / s:é é éPVC市场主流成交价格区间整理为主,但午后有所走强。估价对比来看:其中华北地区稳定,华东地区上涨10-20元/吨,华南地区下跌10元/吨,东北地区、华中地区、西南地区稳定。上游PVC生产企业出厂报价在昨日普遍下调的基础上,今日仍有企业进行补跌操作,跌幅集中在50元/吨。期货先弱后强午后期价反弹,造成了贸易商报盘心态有所变化,上午价格基本维持不断,并且点价货源成交也不多,基差小幅调整。其中华东地区基差报盘09合约-(80-150),华南地区09合约-(50-100),北方地区09合约-(400-520),西南地区09合约-(220-280)。午后随着期货盘面的上涨,点价货源失去优势,因此整体来看今日不论是一口价还是点价成交均反馈较差,出货节奏相对缓慢。

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°é è 'conductor é é °conductorPVC09合约的走势从全天时段来看,在无外力刺激的情况下期价窄幅震荡方向不明,但午后受到宏观提振,6月27日11时国务院总理在世界经济论坛开场演讲中表示,中国将在扩大内需潜力、激活市场活力等方面推出更多务实举措,预计中国将实现2023å¹´5%的经济增长目标,随后大宗商品应势上涨。PVC也一改震荡的局面形成突破,技术层面显示布林带(13、13、2)三轨开口转向上,期价围绕中轨运行,但鉴于目前的市场情绪渐起,料短期之内PVC主力合约或会在中上轨5700-5800之间运行。

A °é è 'recent recent host é host é í í í é宏观的带动扭转了昨日呈现的偏弱格局,挽救了盘面因空开压制所导致的期价下行,并且市场传闻再起。也阻止了现货市场价格的下行,但目前现货跟进不足,虽然午后报盘心态增加,但需方买涨气氛较差,期现略显背离。一方面市场对于宏观以及政策仍旧持有观望态度,在未有明确动向之前,目前商品虽然有所反弹,但目前的资金并未转向多头,且涨幅也无法引发投机性需求的出现,因此在没有落地之前,无法判定为商品转好,只能倾向于低位的反复确认。外盘方面国际原油期货市场价格小幅上涨,因投资者担忧俄罗斯中国政局不稳可能会影响该国石油供应。整体来看在Besides, we don't know when we're going to find out.

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