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PVC: Futures were high and strong before they refreshed, the market sentiment improved, and the spot market continued to pick up

112,688
July 11, 2023, 4:43 PM

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PVCA é °è 'e / e / s / s:é é éPVC市场主流成交价格高位续涨,市场难得出现连续上调的趋势。估价对比来看:其中华北地区上涨20元/吨,华东地区上涨30-40元/吨,华南地区上涨50-60元/吨,东北地区上涨50元/吨,华中地区上涨20元/吨,西南地区上涨50元/吨。上游PVC生产企业出厂报价普遍上调20-50元/吨,个别激进一点的企业价格上调100元/吨。期货出现高位突破的趋势,现货市场贸易商报盘心态向好,一口价报盘较昨日多数上调,并且现货商谈空间收窄,随着期价的上行,现货市场点价货源优势消失,虽然部分仍报基差,但成交多偏向一口价。乙烯法同样盘内小幅调涨,商家报盘积极,整体重心上移。但下游制品企业尚无明确的追涨意向,对现货高价抵触,询盘及采购积极性不高。但期现两市的好转,仍旧带动了部分成交,现货市场的活跃性有所增加。

These electronic products, these electronic products, now, let'sPC2309 2000 (2. All of us are about all our interests, including all rights to all these products, including: all these products, including all the content of all these products, and all the content of all these products, including the following items: all of our products, including the following items: all of our products, including the following: all of our products: all of our products: all of these products: all of these will get better.

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°é è 'conductor é é °conductorPVC09合约盘内的走势一度出现了明显的多头趋势,盘内期价增仓上行多开相对明显一度增仓1.7万手,但尾盘多平也开始相应增多,部分倾向于高位了结。商品整体表现偏强,午盘收盘中国期货主力合约多数上涨,纯碱、甲醇涨超4%,焦炭涨超3%,焦煤、棉花涨超2%。PVC主力合约也出现了高位续涨的趋势,一方面受到整体宏观气氛的影响,另一方面商品的带动也有较大的联系,技术层面显示期价运行高点突破布林带(13、13、2)上轨且进一步上行,短期之内期价仍考虑高位,或可对6字头有所期待,但连续的高位续涨或在技术层面存在修复需求,观察5900上下表现。

A °é è 'recent recent host é host é í í í é期现背离或仍是近期关注的焦点,对于目前的这种情况我们的看法在于,期货的连续高位窄幅小步伐的突破,虽然现货市场略显跟进不足,一方面仍在于套保基差的平衡,部分商家仍存在新进套保来缓和前期低基差的货源,另一方面小幅的突破其幅度无法引发较好的下游跟进,这也是多数商家感觉出货不畅的主因。但我们认为期价的突破最终会引发现货的跟进,只是时间和幅度问题,所以基于期现之间的平衡点需警惕。另外今日地产类商品情绪较好的部分原因也在于,两部门延长金融支持房地产政策期限,将去年发布的支持房地产Now all of us are our friends, because all our ideas will get better, these will be better, these are all our things, these are all our interests, and these are all our things. all of our ideas are like this, what is the relationship between them? these are two projects between us.

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