电石法原料价格上旬在继续小幅提升后保持稳定

电石加工原料价格在前十天略有上涨后保持稳定

6月份，在5月份价格上涨的基础上，电石PVC价格在前十天小幅上涨后保持稳定。本月中旬，高端楼盘价格小幅下跌后又有所回升。近十天，中高端价格和低端价格均小幅下降，乙烯法PVC价格上半年保持稳定，近十天小幅下降后再徘徊。5月份下游需求没有出现明显增长，但供应出现了一些变化。5月和6月初，更多PVC生产企业安排电石工艺检修。由于原料成本的上升，乙烯法PVC的开工率一直很低，PVC的产量下降。在亚洲，整体开工率下降，供应紧张，外部价格上涨，国内进口数量减少，出口数量上升。因此，国内供需平稳偏紧，导致国内PVC市场价格不断上涨。PVC价格从华东地区的6750-6850元/吨上涨到华南地区的6750-7000元/吨。5月份进口纯树脂9.6万吨，比4月份的11.02万吨减少1.4万吨；出口纯树脂4.9万吨，比4月份的3.1万吨多1.8万吨。与4月份相比，型材产量从23.5万吨增加到25.4万吨，管材产量从21.9万吨增加到25.4万吨。这种情况一直持续到6月，所以6月初市场形势良好，价格继续上涨。今年前10天，华东地区PVC价格小幅上涨，华南地区为6750-6750元/吨。华东、华南市场价格的上涨也推动了全国市场价格的普遍上涨。六月中旬有一些意外。华南地区持续的长期暴雨洪涝灾害对下游开工率有一定影响，需求有所下降。由于华北、华中部分地区正值小麦收获季节，一些中小型加工企业因节假日停产。另一方面，大部分电石法停车养护工作在6月10日左右完成，车辆恢复使用。市场上的货物供应逐渐增加。5月至6月初，由于供应紧张，价格上涨过快，引起市场担忧。然而，价格持续上涨，使得价格回调成为现实。这导致了下游观望心态的增加，市场成交气氛变淡，且大部分商品都是小批量拿货。因此，6月中旬，电石PVC价格开始下滑，主要以高端价格为主。但6月份上游PVC厂商的订单情况较好，销售主要是完成订单交货，库存水平不高，报价依然坚挺，市场价格依然稳定。随着今年年中总体供求关系的变化，价格下调已成为市场发展的必然趋势。近十天来，价格持续下跌，价格下跌的趋势对全国市场产生了普遍影响。东北市场电石PVC价格下降50-150元/吨，其他地区下降50元/吨左右。乙烯工艺价格基本稳定。下半年，市场货源仍然偏少。因此，虽然市场心态不好，价格没有大幅下跌，但却是稳中有降。

In June, on the basis of the rising price in May, the price of calcium carbide PVC remained stable after a slight increase in the first ten days. In the middle of the month, the high-end price dropped slightly and then recovered. In the last ten days, both high-end and low-end prices decreased slightly, while the price of ethylene process PVC remained stable in the first and middle of the year, and then hovered after a slight decline in the last ten days. Downstream demand did not show significant growth in May, but there were some changes in supply. In May and early June, more PVC production enterprises of calcium carbide process arranged maintenance. Due to the rising cost of raw materials, the operation rate of ethylene process PVC was kept low, so the production of PVC decreased. In Asia, the overall operating rate has decreased, the supply is tight, the external price is rising, the number of domestic imports has decreased, and the number of exports is rising. As a result, the domestic supply and demand are stable and tight, leading to the rising price of domestic PVC market. The price of PVC increased from 6750-6850 yuan / ton in East China to 6750-7000 yuan / ton in South China. In May, 96000 tons of pure resin were imported, 14000 tons less than 110200 tons in April, and 49000 tons of pure resin were exported, 18000 tons more than 31000 tons in April. Compared with April, the output of profile increased from 235000 tons to 254000 tons, and that of pipe increased from 219000 tons to 254000 tons. This situation lasted until June, so the market situation was good in early June, and prices continued to rise. In the first ten days of the year, the price of PVC in East China rose slightly to 6750-6750 yuan / ton in South China. The rise of market prices in East and South China has also promoted the general rise of market prices across the country. There were some surprises in mid June. The continuous long-term rainstorm and flood disasters in South China have a certain impact on the downstream operation rate, and the demand has decreased. Due to the wheat harvest season in parts of North and central China, some small and medium-sized processing enterprises shut down for holidays. On the other hand, most of the parking maintenance of calcium carbide method was completed around June 10, and the car was resumed. The supply of goods in the market gradually increased. From May to the beginning of June, due to the tight supply, the price surged too fast, which caused the market worry. However, the price continued to rise, which made the price callback become a reality. This has led to the increase of the wait-and-see mentality in the downstream, the market transaction atmosphere has become lighter, and most of the goods are taken in small batches. Therefore, in the middle of June, the price of calcium carbide PVC began to decline, mainly in the high-end price. However, the orders of upstream PVC manufacturers in June were better, the sales were mainly to complete the order delivery, the inventory level was not high, the quotation was still strong, and the market price was still stable. As the overall supply-demand relationship changes in the middle of this year, downward price adjustment has become an inevitable trend of market development. In the last ten days, the price continued to decline, and the trend of price decline had a general impact on the markets all over the country. The price of calcium carbide PVC decreased by 50-150 yuan / ton in the Northeast market, and decreased by about 50 yuan / ton in other regions. The price of ethylene process remained basically stable. In the latter half of the year, the supply of goods in the market is still small. Therefore, although the market mentality is not good, the price has not fallen sharply, but it is declining steadily and moderately.

6月份的国内PVC市场在5月价格持续走高的基础上，电石法PVC价格上旬在继续小幅提升后保持稳定。中旬高端价格有小幅下调后恢复平静。下旬高端和低端价格都出现小幅下调，乙烯法PVC价格上、中旬都保持稳定，下旬出现小幅回落后徘徊。5月份下游需求并末出现显著增长，但在供应方面出现一些变化。5月份及6月初较多电石法PVC生产企业安排检修，乙烯法PVC由于原料成本不断升高而维持较低开工率，因此，PVC产量有所减少。亚洲整体开工率降低供应紧张和外盘价格的不断上升，国内进口数量减少，出口数量上升，其结果是国内供需平稳趋于紧张，导致国内PVC市场价格不断上升。华东、华南地区电石法PVC价格由6750-7000元/吨上升到6850-7100元/吨。5月份进口纯树脂9.6万吨，比4月份的11.02万吨减少1.4万吨，出口纯树脂4.9万吨，比4月份的3.1万吨增加1.8万吨。制品市场5月和4月相比，型材产量由23.5万吨上升到25.4万吨，管材产量由21.9万吨增加到25.4万吨。这种形势持续到6月份，因此，6月初市场形势良好，价格继续升高。上旬华东、华南市场电石法PVC价格进一步走高到6750-6850元/吨，乙烯法PVC价格也小幅上升到6900-7250元/吨。华东、华南市场价格的上调也推动了全国各地市场价格的普遍提升。6月中旬出现一些意外情况。华南地区连续长时间暴雨和洪涝灾害对下游开工率造成一定影响，需求有所降低。华北、华中部分地区由于麦收季节，部分中、小加工企业停工放假。另一方面，电石法的停车检修大部分在6月10号前后结束，恢复开车，市场货源逐渐增加。从5月份到6月初由于供应紧张出现的价格冲高，幅度和速度过快，引起市场担忧，而价格继续冲高受阻使得价格回调成为现实。这又引起下游观望心态的增加，市场成交气氛有所变淡，拿货多以小批量为主。因此，进入6月中旬华南市场电石法PVC价格率先开始下调，主要表现在高端价格下调。但是上游PVC生产企业6月订单较好，销售主要是完成订单交货，库存水平不高，报价依然坚挺，市场价格仍能维持平稳。由于中旬整体供需关系发生变化，因此价格向下调整成为市场发展的必然趋势。下旬价格继续下滑，价格下跌的走势对全国各地市场都产生普遍影响，电石法PVC价格东北市场下滑50-150元/吨外，其他地区下调50元/吨左右。乙烯法价格基本保持稳定。下旬市场货源仍然不多，因此尽管市场心态不佳，价格未出现大幅下滑，只是在平稳中小幅下行。