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Nowadays, the scene of soaring PP material prices seems to be reappearing
.
Polyvinyl chloride (PVC) paste resin belongs to a product branch of polyvinyl chloride resin.
As the name implies, this resin is mainly used in the form of paste.
A unique liquid form of polyvinyl chloride plastic, often obtained by emulsion and microsuspension methods
.
PVC paste resin molding processing has the advantages of cheap equipment, simple and cheap processing molds, can be made into special shapes, easy to foam, less heated products, and can be produced in small quantities and multiple varieties.
It can be used for coating, dipping, spraying, etc.
Foaming and other processing techniques have been widely used in many materials and products such as artificial leather, floor leather, toys, wallpaper, and automotive interior materials, and have broad market application prospects
.
The price of PVC paste resin has increased rapidly due to the continuous improvement of downstream glove demand and the contraction of supply-side production capacity
.
●Supply side: In May-June, some paste resin enterprises have centralized overhaul of their installations, and some enterprises have not yet returned their pre-sale orders.
Most enterprises are affected by factors such as pre-cost costs, so the operating load remains low, the inventory is low, and even some brands The supply of goods is tight, the supply is tight, and the corporate mentality is better
.
●Demand side: The downstream enterprises have full orders and good profits, the cost of paste resin gloves is low, and the price has room for continuous rise
.
On the whole, the effective production capacity of domestic PVC paste resin in 2020 and the total production capacity of domestic enterprises producing glove materials are in a tight balance between supply and demand.
In the second half of the year, it is expected that the production capacity of PVC gloves will still increase.
Since June, enterprises have concentrated on overhauling and superimposing overseas.
As demand increases, the contradiction between supply and demand of glove materials is highlighted, and the price of PVC paste resin is expected to continue to rise
.
At the same time, due to the imbalance between the supply and demand of calcium carbide since June, the price of calcium carbide, the raw material of PVC paste resin, has shown a downward trend, while the price of domestic PVC paste resin has been rising all the way in June.
Profits also rose sharply
.
For the sharp rise in the price of PVC paste resin, investors in the capital market have obviously smelled positive signals, which can be seen from the stock prices of PVC paste resin manufacturers
.
In fact, PVC paste resin continues to soar, and related upstream and downstream industry chain opportunities are worthy of attention
.
It is worth noting that South China, as the main processing area of PVC paste resin in China, accounts for more than 65% of the application and consumption of PVC paste resin
.
PVC paste resin mainly uses the coating method to produce artificial leather, especially in Wenzhou and Yiwu, Zhejiang, which have formed industrial zones; while slush-plastic toys are mainly distributed in Guangdong and Zhejiang; Jiangsu Province, PVC paste resin produces artificial leather, wallpaper, and hoses.
large market share
.
The upstream and downstream enterprises in the relevant PVC paste resin industry chain in these regions should seize business opportunities and develop with the trend
.
