Next year, the main line of the domestic economy should be repair. The deregulation of epidemic prevention policy is expected to directly benefit consumption, and also improve the industrial and service industries. The real estate policy will support the improvement of the financing end, and the infrastructure policy will also provide support. Meanwhile, monetary policy is expected to remain loose, fiscal policy is more efficient, and the economy is expected to be better in the whole year than in 2022 under the influence of the low base.
PVC community library appears tired library, demand is coming off season.
As of January 2, the domestic PVC social inventory was 244,200 tons, with a month-on-month increase of 2.13% and a year-on-year increase of 75.56%; In East China, 193,200 tons were increased by 1.10% month-on-month and 91.10% year on year. In South China, 51,000 tons was increased by 6.25% month-on-month and 34.21% year on year.
PVC products enterprises start to decline, new orders to meet the challenge.
The start of PVC products enterprises decreased, the Spring Festival holiday is approaching, more enterprises have a holiday, the holiday plan from this weekend to the end of January. Some enterprises do not have a large number of replenishment plans due to orders, and their acceptance of high prices of raw materials is not high.
Calcium carbide demand or incremental cost support wait and see.
Raw calcium carbide in Inner Mongolia there is an indefinite time limit of electricity, the overall supply is tight, coupled with the regional shortage of downstream vehicles to be unloaded, the calcium carbide market is expected to rise next week strong atmosphere, calcium carbide method cost pressure; Raw material vinyl chloride, although the supply is tight, but the demand is general, temporarily stable operation, so the cost of vinyl PVC continues to hold steady.
In general, with the Spring Festival holiday approaching, PVC market demand is slowing down, but supply remains high, the industry inventory holiday accumulation, coupled with the low price increase in the Asian market in February has a slight negative impact on domestic exports, and the market wait-and-see atmosphere is strong.
Post time: Jan-07-2023