[polyvinyl alcohol]: polyvinyl alcohol market week outlook
Release time:
2022-07-28
Polyvinyl alcohol cost surface support is poor, downstream demand follow-up is limited, the focus of negotiations to continue the low end. The performance of the upstream and downstream is not good, the overall atmosphere of the market is difficult to boost, and the mentality of market participants is empty and wait-and-see. It is expected that the polyvinyl alcohol market will continue to be weak in recent days.
1. Concerns
1, the cost surface support is not good.
2, downstream demand-side procurement to maintain just demand.
3, the focus of the negotiation is low-end.
Core logic: polyvinyl alcohol market plate weak finishing.
2. Price Form
Products
Area
06/21
06/19
Rise and fall rate
vinyl acetate
East China
5950
6100
-0.83%
vinyl acetate
South China
6250
6350
-1.57%
vinyl acetate
Shandong
5900
6100
-1.67%
Polyvinyl alcohol 1799#
East China
10750
11750
0%
Remarks:
1, vinyl acetate, polyvinyl alcohol are superior products
2, vinyl acetate, polyvinyl alcohol units are RMB price, unit: yuan/ton.
3, the above table RMB prices are the factory cash exchange tax price.
4. The two-period price is the time-point price of the past two working weeks before this week, and the non-weekly average price.
5, the rise and fall rate is the month-on-month rate of change.
3. Data Form
Polyvinyl alcohol industry data form
Data Type
06/21
06/19
Rate of change
Expected this week
Capacity utilization
46.25%
46.25%
0%
↘
Production margin (1799#)
26.22%
24.56%
+6.76%
↘
1, Capacity utilization rate is the proportion of production capacity of production enterprises, reflecting the production index.
2, production profit margin for the industry dimension data, reflecting the mainstream region industry profit overall situation, by the industry profit accounted for the average price.
4. Market Outlook
Polyvinyl alcohol cost surface support is poor, downstream demand follow-up is limited, the focus of negotiations to continue the low end. The performance of the upstream and downstream is not good, the overall atmosphere of the market is difficult to boost, and the mentality of market participants is empty and wait-and-see. It is expected that the polyvinyl alcohol market will continue to be weak in recent days.
5. Data Calendar
Data Item
Release Date
Previous period data
Current Trend Statistics
Capacity utilization
Thursday 17:00PM
46.25%
↘
1, ↓ as a large fluctuation, highlighting the rise and fall of more than 3% of the data dimension.
2,↗↘Considered as a narrow range, highlighting the rise and fall of 0-3% of the data.
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