Sinopec Inventories: The polyolefin stocks of the two oils were 785,000 tons, a decrease of 10,000 tons from yesterday.
Shenhua auction statistics: Today's auction volume is 900 tons, and today's transaction volume is 730 tons. High-pressure auction volume today is 0 tons, and today's transaction volume is 0 tons. Low-pressure today's auction volume is 0 tons, and today's transaction volume is 0 tons.
PE现货市场分析：今日中国PE市场维持varieties间走势，linear依旧偏弱。价格方面：中国linear主流价格在8320-8700元/吨不等，高压价格在9450-9700元/吨不等，low-pressure membrane料价格在8300-8750元/吨不等，low pressure wire drawing在8450-8800元/吨不等。消息面上，美联储降息预期有所改善，叠加美国原油库存有下降趋势，国际油价上涨。同时股市及商品双双翻红，但塑料期货盘面依旧偏弱，对于现货市场拖累作用表现明显。石化出厂多数稳定，个别上下调整。煤企普遍降价，成本端驱动作用减弱。贸易商观望出货，下游刚需入市，整体交投气氛表现一半。
PE spot trend forecast: In terms of raw materials: Crude oil continues to operate at a high level, paying attention to geographical trends. Petrochemical policy: After several trading days of silence, petrochemical and coal companies left factories in a stable and small manner, and cost support at the end of the month was relatively strong. Supply: Lianyungang Petrochemical, Jiutai, Zhongke Refining and Chemical, Hainan Refining and Chemical, and Zhejiang Petrochemical have been suspended until April and May. Recently, new units such as Zhongyuan Petrochemical and Maoming Petrochemical have continued to be suspended for maintenance, and the market supply continues to shrink. In terms of demand, the overall downstream demand is relatively stable, with small overall variables. Under the comprehensive influence, it is expected that the PE market will still operate at a high level, focusing on the market trend and spot transactions.
Mainstream quotation in PE market: yuan/ton
|
varieties |
regional |
April 23 |
on April 24 |
rise and fall |
|
linear |
North China |
8370-8430 |
8320-8400 |
-50/-30 |
|
East China |
8380-8500 |
8380-8500 |
0/0 |
|
|
South China |
8440-8700 |
8420-8700 |
-20/0 |
|
|
high-pressure membrane |
North China |
9400-9450 |
9450-9480 |
50/30 |
|
East China |
9430-9650 |
9500-9650 |
70/0 |
|
|
South China |
9600-9700 |
9550-9700 |
-50/0 |
|
|
low-pressure membrane |
North China |
8350-8550 |
8300-8550 |
-50/0 |
|
East China |
8500-8750 |
8500-8750 |
0/0 |
|
|
South China |
8400-8700 |
8450-8700 |
50/0 |
|
|
low pressure wire drawing |
North China |
8450-8600 |
8450-8600 |
0/0 |
|
East China |
8500-8700 |
8500-8700 |
0/0 |
|
|
South China |
8550-8800 |
8550-8800 |
0/0 |
Analysis of PE futures: On April 24, the opening price of L2409 was 8355, the highest price was 8381, the lowest price was 8335, the position was 416638 lots, the settlement price was 8358, yesterday's settlement: 8408, the decline: 50, and the daily trading volume: 287005 lots.
China's PE Index: According to Tdd-global's data, China's LLDPE spot index on April 24 was 8453, down 17, or 0.20%; the LDPE film spot index was 9555, down 17, or 0.18%; the HDPE spot index was 8571, stable.
