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Tu Duoduo PP Industry Weekly-No. 20230817

115,620
August 17, 2023, 5:21 PM

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√ host é é host é production production ututor é é é °°host é »√ é host é host host7320-7500 exhibition, now, we will become more brilliant nowNow, when are we going to do this now?80美元/桶上下运行,鉴于基本面的利好支撑依然存在,故下周有望跌后高位整理,成本端对于PP行情支撑作用依旧较为明显。而两油在库存中位偏低水平之下,挺价意愿较强。中国产量方面,下周计划检修企业有徐州海天(20万吨/年)计划小修两日,另外大庆海鼎(10万吨/年)、青海盐湖(16万吨/年)、延能化(30万吨/年)分别计划17日、18日和23日开车,若无其他装置临停或延期开车,下周场内货源供应将有所增量。而下游需求端来看,在内部订单增量不明显外部出口订单较弱且行业利润萎缩之下,短期仍旧维持低开工,下游消费难有起色,市场供需压力依旧存在。综合来看,依旧维持高成本与弱供需博弈,预计市场整理运行为主,上下空间不大What do you mean now?


Now, when is it, we will be better now, when is it now?

(1) what time are we now? that's what I'm doing now. That's what I'm doing. My idea is...

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8.°°°11.11It's really too much.

8.°°°seventeenIt's really too much.

Why would I do that?

All the time.

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All the time.

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√ host é é host é production production ututor é é é °°host é »√ é host é host host7320-7500 exhibition, now, we will become more brilliant nowNow, all our interests1.成本高位,但支撑有所松动。全球经济增长仍显缓慢叠加美元汇率上涨国际油价周内下跌,WTI周三跌破80美元/桶关口,09合约收于79.38美元/桶。同时煤炭价格弱稳整理,整体成本依旧维持相对高位,但支撑有所松动。2.石化库存偏低,去库进程放缓。两油销售压力增大去库进程放缓,连续两周小幅累库,截至8月17日两油库存在63万吨,较上周同期62万吨增加1万吨,增幅1.62%。3.é é éI think, when am I now?All products, including the rights of the following months: all our rights, including the rights of the following months: our products and other related information, including all content in the following months: all of our products, including all the content of all these products, including the following items: (what is our relationship?) all aspects of these products and all ideas between us, including all these products, including the following projects: all of these products, including the following projects: all of these products, including the following projects.What do you mean now?4.下游刚需补货,中间商后市信心不足,搬货为主囤货意愿确实,场内走货速度不快。5.周内宏观风向复杂多变。7月中国社会融资规模5282亿元,预期11000亿元,远不及预期。社融包括居民贷款和企业贷款,7月居民短期贷款减少1335亿元,中长期贷款减少672亿元。同时,近期地产爆雷再度出现,股市连续大跌,商品同样向é í è s °°current time1年期4010亿元MLF操作,利率下调15个基点。同时,国家统计局公布的一系列数据显示国民经济持续恢复,市场气氛有所恢复,文华商品止跌反弹。PP盘面跟随商品大势小区间上下调整。粉料方面跟随粒料及上游丙烯原料价格同步整理。截至本周四,华东地区多集中在7130元/吨左右,山东地区多集中在7170元/吨自提,走货不快。

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(2) now all these projects

√ host é ú cocos ç é host é hostPpo é é é:á »√ é o °host é μ °\ Krypton í host\\ host\ °\\%Stop, now, we will become more important.900-910美元/吨左右,涨20美元/吨;共聚价格在940-1000美元/吨左右,高端价格涨10美元/吨。周内汇率继续上涨,人民币延续贬值,进口成本提高,中国进口商暂未有新进报盘,在前期人民币市场走高之下,美金价格小幅补涨。下游工厂订单增量有限,且内外盘倒挂严重,周内成交寡淡。后市来看,PP美金市场价格短期内需求无明显增长空间,美金价格短线或延续区间震荡走势。

è, right?2 è all these products, including all these products, and all these products, including all these products.

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8.°°°seventeenMake up your mind / ✓

Why?

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What time is it now? what time are we now? when is all the time now?

Provide relevant information.PP230.9 all the content about these products, including the following items: why did you do this? now we will become more brilliant, and now we will become more and more.It's really too much.PP2-PP2Your location: Yingkou knows> Electronic / can we see these things now?Now, when are we, what are we?BOLL ä 3 é è √: all interests between all these members, é é utree é °®exclusive host »0 é O 0 000 0 0'o'o Olymo é é.We are going to be like this when it is no longer the time.7250-7500 í í í o é o μWhat do you mean now?

A,S è re é é °interests between these products, as well as é é é bran bran utut.

é é éI think, when am I now?Why uthururyurykhhhhzhhhhhhh.Su é ú ↑ bran, O é é host, bran, bran.3% é host é é host é é host éNow, what time are we? what time is it?ä oru oru.What do I mean now?Now, when am I now?ä oru oru.What do I mean now?/ä oru oru.What do I mean now?No, no.°°°11 á í oru/o ú '`™Krypton banned myelination now ututu ·uuo °utututututo ututututututututututututo host host ²/ o'a í host host é é o ¥production of utututoAll our projects

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A,S What time is it now?

3.1 è krypton √ all these products, what time is it now? why are we so happy now?

All of these are all the rights that all of us have to love us, and all the rights to all these products, and all the rights to all these products, including all these products, and all these products, including all these products, and all these products, including all these products, and all these things, and all these will become more beautiful, and all the rights between us, and all our related rights, and all our relevant rights, and all relevant rights between us.

When will these two projects be done?About.A (.)``.é «all information about "«" »°é éAt 100, I think,.What time is it and what is it now?BOPP √ has many kinds of temperature (°) / host (°)↑ host é é host host »√ host í í host é host ú bran, bran, br

3.2 è all current interests, including all these projects, as well as the benefits of all these products

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4.1 é / s / o / o

√ é è s kryptonNothing will happen, because all of us will become more exhausted, and all our ideas will get better, because we won't do anything more, will we say anything more, will we say anything more, this is our relationship, what do we think? we will not do this again, because we will become less likely, we will become more exhausted, and none of us will be like this.

O é ←2.2.Besides, we don't know what we think.è μ °é é

4.2 A, A, B, C, E, E, I, E, I

供应方面来看:近期西北地区部分前期停车装置陆续恢复正常运行,神木、长青、奥维乾元、包钢等装置均重启并运行稳定,局部地区供应端利好支撑减弱,但由于前期整体出货情况向好,多数工厂库存压力不大,库存中低位的支撑下,厂家挺价心态仍存。需求方面来看:目前终端下游市场开工正稳步提升,但整体成交放量有限,且本周末山东利华益MTBE装置计划19日停车,周内暂停招标,局部地区市场采购量有所减少;盛虹烯烃装置已如期重启并运行稳定,但目前暂未恢复中国长约,市场需求量暂未出现实质性提升,后期还需关注宝丰三期MTO装置的投产情况。目前来看,虽终端下游市场需求存在向好预期,但目前成交并未出现明显放量,加之近期期货盘面延续弱势,场内业者观望情绪渐起,整体入市补货积极性不高,预计短期甲醇市场价格区间震荡,后期还需密切关注宏观面、煤炭价格以及场内装置运行情况。

A,S Besides, when can we do this? the relationship between us now

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