The center of gravity of PVC continues to move up, and demand still has room for improvement

The overall operating load of domestic PVC enterprises increased slightly this week, on the one hand, the operating load of some installations in Inner Mongolia was further increased, on the other hand, there were not many
maintenance enterprises this week.

According to the data, the overall operating load of PVC was 83.
82%, an increase of 0.
70 percentage points
from the previous month.
Next week, only one new PVC planned maintenance enterprise is Hengyang Kingboard, and there are no other clear maintenance enterprises
.
Overall, next week's raw calcium carbide was stable and weak, and PVC cost was relatively stable
.
Short-term PVC fundamentals have not changed much, there are maintenance expectations in the second quarter, and exports are still supported, downstream just need to purchase, downstream is still resistant to high-priced raw materials, last week's decline was mainly affected by poor transaction at a flat price, and spot end transactions mainly came from the transfer of goods between point price traders
.

The short-term purchasing rhythm may have a certain impact
on the market.
However, with the gradual start of real estate construction in April and the gradual transmission of prices, there is still room for greater month-on-month improvement in demand
.
The main line of PVC supply is tight and calcium carbide interference will not change in the short term, but the price of PVC under high prices is increasing due to the overall macro atmosphere, and PVC firmly maintains multi-allocation, but unilateral operation
is not recommended.