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PVC: Futures became popular when they heard the news. The main reason was unexpected, and the spot price rose twice within the intraday session

113,479
July 25, 2023, 4:27 PM


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PVCA é °è 'e / e / s / s:é é éPVC市场主流成交价格小幅上涨,价格调整频繁。从估价对比来看:其中华北地区上涨20-30元/吨,华东地区上涨10元/吨,华南地区上涨20元/吨,东北地区、华中地区、西南地区稳定。上游生产企业出厂报价多数维持稳定,个别企业7/8型报价甚至小幅下调30元/吨,期价翻红上行,现货市场贸易商报盘相较昨日小幅上调,且部分盘中二次上调报价,早盘时段基差报盘略有优势,其中华东地区基差报盘09合约-(160-180),华南地区09合约-(40-70),北方地区09合约-(450-580),西南地区09合约-(270-290)。但随着期价的上行点价优势消失,市场开始一口价报盘,偏低报价存在一定的成交,但偏高报价询盘积极性下降,近期乙烯法报价也同步调整频繁,今日小幅上行为主。

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°é è 'conductor é é °conductorPVC09合约期货盘内在昨天走弱的基础上出现了反转行情。不但盘内没有继续回测布林带(13、13、2)中轨,早盘时段甚至出现了直线上升的趋势,期价重回6字头。午盘收盘,中国期货主力合约大面积飘红,碳酸锂封涨停,涨幅6.99%,尿素涨近4%,热卷、SC原油、沪锌、燃油、低硫燃料油(LU)涨超2%,生猪、甲醇、棕榈涨近2%。PVC也跟随商品整体走势出现上涨,一方面借助7月24日召开的中共中央政治局会议,另一方面今日盘面存在一定的做多情绪,短期来看预计期价或仍会在中上轨5950-6070之间运行。

A °é è 'recent recent host é host é í í í éWe are really pleased with all these products, including the following items: all our rights, including all the projects in the following years: √ rights é, including all the projects of the following years: before all of our products, all of our products were before the following years: before we had all these products.17点后,中共中央政治局会议,分析研究当前经济形势,部署下半年经济工作。会议指出,要切实防范化解重点领域风险,适应中国房地产市场供求关系发生重大变化的新形势,适时调整优化房地产政策,因城施策用好政策工具箱,更好满足居民刚性和改善性住房需求,促进房地产市场平稳健康发展。商品市场闻风而动大面积翻红,但基于政策的上涨从根本的角度缺乏实质性的支撑,因此我们认为难以形成持续有效的推动,后市仍需观察其落地性的政策。外盘方面油价上涨至近三个月高点水平,支撑因素有供应趋紧、美国汽油需求增加、以及中国将采取措施推动经济等。整体来看我们认为短期之内PVC现货价格或继续高位震荡调整。

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