PVC morning review on July 27

News side: 1.
Ningxia Yinglite PVC quotation was raised by 50 yuan / ton, and calcium carbide type 5 material was reported at 5450 yuan / ton acceptance; The execution of type 3 material is 5450 yuan / ton, and the execution of type 8 material is 5450 yuan / ton
.
The 250,000-tonne/year plant in the plant is currently operating normally, and the company is expected to carry out maintenance in August, the specific time is to be determined
.

Raw material prices: 1, Japan naphtha CF Japan reported 381.
25 yuan / ton, up 4.
87; naphtha FOB Singapore reported 40.
48 US dollars / barrel, up 0.
42
.
Ethylene CFR Northeast Asia was flat at $1120/mt, and CFR Southeast Asia was flat at $1060/mt
.

Spot market: The price of some domestic PVC spot markets increased
slightly.
North China calcium carbide law reported 5450 yuan / ton, flat; ethylene law reported 5700 yuan / ton, up 50; East China calcium carbide method reported 5600 yuan / ton, flat, ethylene law reported 5880 yuan / ton, up 130
.
South China calcium carbide method reported 5620, flat, ethylene method 5920 tons, up 60
.
The price of raw materials was basically flat, East China reported 2700 yuan, flat, and Northwest reported 2240 yuan, flat
.

Fundamentally, driven by the rise in coal, PVC prices have been boosted, but the downstream enthusiasm for high-priced raw material procurement is weak, and futures have risen sharply to spot, short-term downstream is in the off-season of demand, market supply pressure is gradually increasing, and it is expected that the price increase momentum is insufficient
.