[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.

[polyvinyl alcohol]: polyvinyl alcohol market week outlook

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.