PVC: It is expected that the PVC market price will rebound weakly this week and remain low and volatile. Positives: National regulation and some macroeconomic policies are expected to be beneficial; some PVC production companies still have maintenance plans in the later stage; the price of raw material calcium carbide remains stable, and capital support becomes stronger after the PVC price continues to fall. Negative: Affected by off-season downstream conditions and high temperature and rainy weather, product companies started operations at a low level and received goods generally; PVC market transactions were poor and storage continued to increase; Asian PVC market prices continued to fall, which was negative for the domestic PVC market. In summary, both negative and positive factors coexist, and the weak demand side is still the key factor restricting the price rebound. Therefore, it is expected that the PVC market price rebound this week will be weak, and Vite will mainly fluctuate at low levels.
PVC
Calcium carbide: It is expected that the calcium carbide market will remain weak and stable in the short term. Supply side: At present, the overall operation of the domestic calcium carbide industry is temporarily stable. However, the profits of calcium carbide manufacturers have been lost recently, and the inventory pressure of manufacturers is relatively high. In the future, it is not ruled out that manufacturers will adopt measures to reduce burdens and protect prices. The value of upstream blue carbon is still at a high level, and calcium carbide cost pressure still exists. In terms of requirements: In the short term, some downstream manufacturers will still install equipment for maintenance, and most of the maintenance capacity is concentrated in the northwest region. The inflow of calcium carbide supplied by manufacturers into the market has increased, and the supply and demand side is negative for the calcium carbide market. Taken together, the supply and demand relationship in the domestic calcium carbide market is difficult to improve in the short term, and the market price is mainly weak and consolidating. Specifically, we need to pay attention to the country's internal epidemic situation, power restrictions, and the start-up and arrival status of downstream equipment.
liquid chlorine : It is estimated that domestic liquid chlorine will continue to be weak this week. Supply side: Companies have resumed production one after another after reducing their burdens in the early stage, and there are expectations for increased market supply. The supply side is bad for the liquid chlorine market; Demand side: Downstream demand is weak and difficult to change, and market transactions continue to be weak. Overall, the liquid chlorine market is full of short-term sentiment, and it is expected that the market outlook may continue to be weak. For details, we need to pay close attention to the start-up status of chlor-alkali companies and changes in downstream requirements.
Soda ash: It is estimated that the domestic soda ash market price will mainly fluctuate and consolidate this week. Recently, some soda ash companies have undergone equipment maintenance, and the overall operation in the market has declined, resulting in a reduction in soda ash supply. Most companies have low inventories and have a strong price-advocating mentality. Downstream float glass assets are weak, glass market inventories remain high, and shipments are normal. Glass manufacturers are producing at a loss and are resistant to the high price of soda ash, and may focus on purchasing for urgent needs. The photovoltaic glass manufacturing line is in stable operation, and the acquisition intensity is acceptable. The downstream demand for light alkali remains firm, so we should wait and see with caution. It is expected that the value of soda ash will mainly fluctuate in the short term. Specifically, we need to pay attention to factors such as the start-up of enterprises and downstream conditions.
Caustic soda: The caustic soda market is expected to be stable with a slight decline this week. In the early stage, the company reduced its burden and increased its burden step by step. The supply of caustic soda market increased, the downstream demand weakened step by step, and the market traffic was smooth; caustic soda Because the price is at a high level, the enthusiasm for market operations has slowed down, and the industry's mentality is cautious and confident about the market outlook. If it is not enough, the short-term memory may fall slightly. To sum up, the caustic soda market is expected to remain stable with a slight decline in the short term. For details, we need to pay close attention to the operating status of chlor-alkali companies and changes in downstream demand.
