Sinopec inventory: 785000 tons of two-oil polyolefin inventory, 10, 000 tons less than yesterday.
PP futures analysis: April 24th PP2405 opening price: 7543, highest price: 7572, lowest price: 7534, position: 376448 lots, settlement price: 7551, yesterday settlement: 7592, down: 41, daily trading volume: 282641 lots.
Mainstream quotation for wire drawing in PP market: yuan / ton
|
Region |
April twenty _ third |
April twenty _ fourth |
Rise and fall |
|
North China |
7540-7630 |
7490-7580 |
-50/-50 |
|
East China |
7550-7730 |
7530-7730 |
-20/0 |
|
South China |
7600-7680 |
7600-7680 |
0/0 |
PP中国现货市场分析：今日中国PP市场弱势有跌，中国拉丝主流价格在7490-7680元/吨不等，日跌幅20-50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，但期货盘面依旧偏弱，对于现货市场拖累作用表现明显。尽管石化多数稳价，但连日来出货不畅，使得业者信心不足。贸易商方面积极出货，实盘让利现象普遍。下游刚需入市，日内成交偏弱。
PP spot trend forecast: raw materials: crude oil disk continues to operate at a high level, pay attention to the geographical trend. Petrochemical policy: two oil rose steadily, coal companies began to reduce prices, cost-driven from strong to weak. Supply side: Zhejiang Sinopec, Shenhua Baotou, Datang and many other devices parking, at the same time do not rule out the possibility of operating parking due to cost reasons, the market supply is expected to be reduced. On the demand side, the overall demand downstream is relatively stable, but the high-price procurement is limited, and the progress of the market is not fast. Under the comprehensive influence, it is expected that the short-term PP market is still volatile and weak.
China's PP index: according to Tudor data, China's PP spot index fell 20, or 0.26%, to 7602 on April 24.
China installation parking Summary:
|
Enterprise name |
product line |
Production capacity |
Parking Duration |
departure time |
|
Dalian Petrochemical Corporation |
Third line |
5 |
August 2, 2006 |
To be determined |
|
Wuhan Petrochemical Corporation |
Old equipment |
12 |
November 12, 2021 |
To be determined |
|
Haiguolong oil |
First line |
20 |
February 8, 2022 |
To be determined |
|
Haiguolong oil |
Second line |
35 |
April 3, 2022 |
To be determined |
|
Tianjin Petrochemical Company |
First line |
6 |
August 1, 2022 |
To be determined |
|
Jinxi Petrochemical |
Single line |
15 |
February 16, 2023 |
To be determined |
|
Yanshan Petrochemical |
Second line |
7 |
September 18, 2023 |
To be determined |
|
Shaoxing Sanyuan |
New line |
30 |
September 20, 2023 |
To be determined |
|
Qinghai Salt Lake |
Single line |
16 |
October 27, 2023 |
To be determined |
|
Changzhou Fude |
Single line |
30 |
November 1, 2023 |
To be determined |
|
Jingbo polyolefin |
First line |
20 |
November 1, 2023 |
To be determined |
|
Luoyang Petrochemical |
First line |
8 |
November 3, 2023 |
To be determined |
|
Hongrun Petrochemical |
Single line |
45 |
December 6, 2023 |
To be determined |
|
Qilu Petrochemical |
Single line |
7 |
December 23, 2023 |
To be determined |
|
Lianhong Xinke |
Second line |
8 |
December 30, 2023 |
To be determined |
|
Fujian Union |
Old line |
12 |
January 3, 2024 |
April 26, 2024 |
|
Gold energy chemistry |
First line |
45 |
March 8, 2024 |
To be determined |
|
North China brocade |
Old line |
6 |
March 8, 2024 |
To be determined |
|
Chinese Science Refining and Chemical Industry |
First line |
35 |
March 20, 2024 |
May 20, 2024 |
|
Chinese Science Refining and Chemical Industry |
Second line |
20 |
March 21, 2024 |
May 20, 2024 |
|
Dalian Petrochemical Corporation |
Second line |
7 |
March 31, 2024 |
May 10, 2024 |
|
Dalian Petrochemical Corporation |
First line |
20 |
March 31, 2024 |
May 10, 2024 |
|
Shenhua Baotou |
Single line |
30 |
April 16, 2024 |
May 15, 2024 |
|
Zhongjing Petrochemical |
The second line of the first phase |
50 |
April 16, 2024 |
To be determined |
|
Haitian petrochemical |
Single line |
20 |
April 16, 2024 |
To be determined |
|
Zhongyuan Petrochemical Company |
Second line |
10 |
April 17, 2024 |
To be determined |
|
Donghua Energy (Ningbo) |
The first phase |
40 |
April 17, 2024 |
April 29, 2024 |
|
Sinopec |
STPP |
20 |
April 17, 2024 |
To be determined |
|
Maoming Petrochemical |
Second line |
30 |
April 19, 2024 |
To be determined |
|
Zhejiang Petrochemical Corporation |
Four lines |
45 |
April 20, 2024 |
May 9, 2024 |
|
Fujian Union |
First line |
33 |
April 23, 2024 |
April 24, 2024 |
|
Changling Petrochemical Company |
Single line |
14 |
April 24, 2024 |
April 25, 2024 |
Shenhua auction turnover: Shenhua Coal Chemical Industry's auction volume today was 1287 tons, down 3.52% from yesterday; the turnover was 1134 tons, 13.37% lower than yesterday, and the turnover rate was 88.11%, 10.01% lower than yesterday.
