PVC futures rebound short-term price shock adjustment

Recently, the central bank's interest rate cut is favorable, coupled with crude oil and coal, PVC futures rebounded, driving the spot market to rise sharply, low-price supplies reduced, and holders of peace of mind and active shipments
.
At present, the price of PVC5 calcium carbide method remains in the range of 8100-8800 yuan / ton, and the price of raw calcium carbide is roughly around 450 yuan / ton
.

Recently, real estate, macroeconomics and cost side have taken turns, and frequent positive news has made PVC spot prices rise
against the trend.
However, in addition to the favorable price increase of blue charcoal at the cost end is gradually realizing, it will take some time
for the favorable real estate and macroeconomy to be transmitted to PVC fundamentals.

Until the conduction is successful, the trading logic of the disk will still return to the fundamentals
.
It is recommended to continue to pay attention to the price trend of blue charcoal in Yulin area and the transaction situation
of the spot market before the holiday.
At the same time, the degree of pre-holiday inventory accumulation will indicate to some extent the expectations of market parties for PVC post-holiday valuation and supply and demand balance
.
Short-term PVC spot market price shock adjustment
.