Introduction
After the Mid Autumn Festival, the overall atmosphere of the domestic PVC Paste Resin market is high. Supported by the high price of raw calcium carbide, the paste Resin price has increased significantly. The subsequent supporting factors still exist, and the price is expected to rise.
As of September 29, the mainstream delivery price of domestic PVC paste in East China market was 13800-14800 yuan / ton, with an average price of 14300 yuan / ton, up 37.5% compared with the average price on July 30. The mainstream price of glove material market was 13500-14500 yuan / ton, with an average price of 14000 yuan / ton, up 45.83% compared with the average price on July 30.
Since the middle and late July, the price of domestic Pvc Resin began to rise. The support of the price rise mainly lies in the favorable raw materials and supply. Due to the tight supply of raw calcium carbide, the price rose, which led to an appropriate rebound in the price of paste resin. The demand for bottom reading and preparation at the terminal was obvious, which led to a rise in the market in August, but the rise was slightly cautious. In September, due to the tight supply of raw calcium carbide, the start-up load of some enterprises decreased slightly, and even some enterprises had high construction costs and temporary shutdown due to the high price of calcium carbide. In particular, the price of calcium carbide increased significantly in the middle and late September, and some paste resin Enterprises had temporary shutdown, which significantly supported the market atmosphere, and the price adjustment of some brands was frequent, The daily increase was obvious, the company was reluctant to sell resources, and sporadic enterprises waited and waited for the temporary closure.
The beginning of October is the 11th national holiday, and there are still some positive and negative effects in the market after the holiday. The following will be analyzed from the aspects of raw materials, supply and demand:
In terms of raw materials: if the supply eases in the first half of October, some high-end prices may fall to a certain extent, but the adjustment range is expected to be limited. After the start-up of downstream PVC is improved, the supply of goods will be tight again, and the price of calcium carbide will have the opportunity to rebound again. If the price of PVC continues to rise significantly, or the commencement of calcium carbide continues to be at a low level, the price of calcium carbide may continue to refresh to a higher level. The overall price of calcium carbide is expected to remain high in October.
Supply side: the number of paste resin enterprises planned to be overhauled in October is relatively small, but some temporary stoppages may still exist, and the supply of raw calcium carbide is tight. If it continues, some enterprises may continue low load production. It is expected that the overall operation level of domestic PVC paste enterprises in October may still be at a low level.
Statistics of planned maintenance devices in the later stage of domestic PVC paste
Demand side: in October, we still need to pay attention to whether the start-up of glove products enterprises can improve. At present, we have heard that some enterprises have export orders, but the order price is low, but the order receiving situation is better than that in the early stage. The demand for large inventory materials is concerned about the terminal commencement in some regions. It is expected that the demand for large inventory materials or performance is general. In addition to just needed procurement, some still have appropriate demand for bargain hunting and preparation.
To sum up, there are both negative and positive effects on the market in October, but considering that the cost support is still strong, and the daily supply of paste resin may still be weak, it is expected that there is still a large room for the price of paste resin in October.
