Introduction: The pre-sale orders of PVC production enterprises increased month on month in this cycle; Inventory of production enterprises decreased month on month. There are 476600 tons of third-party PVC warehouses in China, a decrease of 0.75% month on month and a year-on-year increase of 22.80%;
PVC storage continues to decrease slightly compared to the previous month
As of now, the social inventory of PVC in China is 476600 tons, a decrease of 0.75% month on month and a year-on-year increase of 22.80%; Among them, 396600 tons were in East China, with a month on month increase of 0.84% and a year-on-year increase of 25.07%; South China reached 80000 tons, down 7.94% month on month and up 12.68% year on year. Export orders have slightly increased, while social inventory performance has decreased.
During the off-season of domestic trade of PVC products, the procurement of raw materials is not active
In the traditional off-season of domestic trade, demand for hard products such as real estate infrastructure is weak, while domestic demand remains strong, while demand for industries such as soft product packaging, sheet materials, and cables remains positive. Recently,
PVC product enterprises have continued to operate weakly, and the demand is low, making it difficult to improve the order situation. From the perspective of domestic PVC profile enterprises, there has been little change in the start of construction within the week, and their own order situation is used as a reference for starting construction. In terms of raw materials, the inventory cycle ranges from 15 to 30 days, and product companies have not received goods well this week, leading to an increase in market prices. However, downstream companies are temporarily wait-and-see, resisting high prices, and their purchasing enthusiasm is not good.
Calcium carbide prices continue to rise, and demand is steadily increasing
This week, the mainstream factory price of Wuhai Trade increased by 50 yuan/ton to 2850 yuan/ton, causing tight supply for production enterprises and smooth shipping. Downstream, centralized maintenance is coming to an end, and enterprises are increasing their load, increasing market demand, rapidly consuming trucks waiting to be unloaded, leading to regional shortage of trucks waiting to be unloaded, and some enterprises are experiencing insufficient loading. Next week, calcium carbide production enterprises will have a furnace opening and load increase, as well as an increase in sales outside the maintenance of supporting enterprises. It is expected that the market supply will be sufficient. However, due to the strong price of blue charcoal and cost support, and the recent improvement in PVC prices, it is expected that the overall price of calcium carbide will remain stable next week.
Overall, PVC production enterprises have been subject to maintenance by enterprises in Gansu, Inner Mongolia and other regions, resulting in an expected decrease in capacity utilization rate and a decrease of about 3% in production compared to the previous month; Exports are not sustainable, as export prices rise and the speed of foreign orders slows down; The demand in the domestic market continues to be in the off-season, with primary demand and insufficient support; The cost forecast remains firm, and the overall gross profit of the industry has not changed much, with bottom support remaining.
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