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Acetone: Increased supply and increased risk of pullbacks
Time of Update: 2023-02-02
The maintenance unit was restarted, and the supply stabilizedFor the strong volatility of the acetone market, Jinlianchuang chemical analyst Bian Chenhui and other industry insiders believe that the tight spot supply is the main logic behind it.
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Raw material prices continue to rebound Short-term rubber prices remain strong
Time of Update: 2023-01-04
Recently, the gradual decline of the people's baht to Thailand has led to the increase in the cost of rubber imported into Thailand, which has supported rubber prices.
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The demand side is still weakening, limiting the upside of Shanghai and aluminum
Time of Update: 2022-12-29
Shanghai aluminumToday's Lun aluminum trend fluctuated, LME three-month Beijing time at 15:01 at 2457 US dollars / ton, up 3 US dollars, or 0.
Today's Lun aluminum trend fluctuated, LME three-month Beijing time at 15:01 at 2457 US dollars / ton, up 3 US dollars, or 0.
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Rubber prices are expected to remain strong in the short term
Time of Update: 2022-12-29
This week, the rainfall in the Thai production area is more, the price of raw materials continues to recover slightly, the weather in the domestic Hainan production area is better, but we must pay attention to the impact of glue output brought by this week's cooling, but the recovery of domestic delivery profits is still conducive to the output of full latex, and the overall domestic supply-side pressure has not yet appeared.
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Social inventory is high PVC futures prices are running weakly
Time of Update: 2022-12-26
25, PVC futures prices are running weakly; domestic macro expectations are pessimistic; equipment starts are stable, PVC social inventory is high; PVC itself is not good, forcing the trend of raw materials; export quotations fall, export windows are closed; downstream procurement enthusiasm is not good, and wait-and-see sentiment is strong.
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Shanghai copper maintained a volatile trend and closed weakly during the day
Time of Update: 2022-12-26
Global epidemic and strikes and other factors affect copper mine production, at the same time, major central banks aggressively raise interest rates, global recession expectations continue to increase, metal demand has been greatly impacted, and China's continued adherence to epidemic prevention policies has caused market sentiment to fall, but global copper inventories are still at a historical low, domestic copper consumption marginal improvement coupled with low inventory support, copper prices withstand turbulence, copper or stable.
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PVC futures prices fluctuated weakly, and there were no obvious bright spots in market demand
Time of Update: 2022-12-26
The real estate data in August was still sluggish, and the overall confidence in the real estate market was poor, among which the "monthly growth rate of new construction area in August" hit a record low.
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The recovery of the demand side is less than expected, and the PVC market weakened
Time of Update: 2022-12-25
Last week, the operating rate of PVC enterprises fell by 2.
Recently, the PVC downstream operating rate continued to remain at a low level, 20 percentage points lower than the same period.
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Market consumption is less than expected Shanghai aluminum is weak
Time of Update: 2022-12-25
Shanghai aluminumYesterday's aluminum price was weak, mainly due to the problem of repeated pledge in a warehouse in Foshan, it was rumored that several traders failed to mention the goods, and may face relatively large losses, coupled with market rumors that many warehouses have a certain degree of repeated pledge problems, resulting in a heavy negative market sentiment, there are certain concerns about the circulation of the spot market, and it is necessary to pay attention to the follow-up investigation.
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The market is uncertain and the short-term fluctuation of Shanghai copper is running
Time of Update: 2022-12-25
Shanghai copperOn the macro front, a series of better-than-expected announcements from the United States, such as the final PMI value of the services industry and the number of factory orders, coupled with the hawkish attitude of Fed officials to the market in recent days, have made the dollar recover for two consecutive days.
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Shanghai aluminum short-term shock operation continue to pay attention to downstream consumption
Time of Update: 2022-12-25
With the improvement of the epidemic and the support of policies for transportation, domestic social inventories maintained dematerialization during the week, Wuxi and Gongyi continued to destock, and overseas inventories fell below 500,000 tons, at a historical low.
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It is difficult to have a substantial repair in the short term, and aluminum prices will remain weak
Time of Update: 2022-12-25
In terms of downstream demand, it is still in a weak state, and affected by high temperature and poor demand, the overall operating rate is low.
In terms of downstream demand, it is still in a weak state, and affected by high temperature and poor demand, the overall operating rate is low.
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September 6 Lun aluminum afternoon commentary
Time of Update: 2022-12-25
Lun aluminumThe strong dollar continued to update a two-decade high, mainly benefiting from the intensification of the European energy crisis, weighing on the euro, overnight London aluminum volatility lower, the latest closing quotation of 2288 US dollars / ton, closed down 17 US dollars, down 0.
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PVC futures prices are still volatile
Time of Update: 2022-12-25
7, East China (calcium carbide method) quotation: 6570 yuan / ton (0); South China (calcium carbide method) quotation: 6680 yuan / ton (0); The first phase of Xinjiang Zhongtai Chemical PVC Midong plant is planned to start construction, and the Fukang plant starts construction 7-80%, and pre-sale is currently maintained.
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July 28 Lun aluminum afternoon review
Time of Update: 2022-12-25
Lun aluminumThe Fed raised interest rates by 75 basis points as scheduled, and Fed Chairman Powell's comments stimulated the market's hopes for slowing down the road to interest rate hikes, overnight Lun aluminum low by oscillation consolidation, slightly closed the Yang line, the latest closing quotation of 2426 US dollars / ton, closed up 4 US dollars, or 0.
