1、 Price trend
According to the data monitored by the business agency, the current offer of mainstream manufacturers is around 6300-6400 yuan / ton, and the market spot mainstream negotiation is around 6150-6300 yuan / ton.
2、 Cause analysis
| PVA 2088 (PVA BP20) |
In terms of products: polyester enterprises have resumed production in succession, but can not resume normal production in a short period of time, and the demand is weak. The futures orders of ester bottle chip manufacturers are sufficient. After the logistics and transportation are improved, the inventory will be eased to a certain extent. The polyester bottle chip market in East China will be sorted out in a narrow range. At present, the main manufacturers offer around 6200-6400 yuan / ton, and the main market talks about 6150-6300 yuan / ton. Zhejiang wankai’s latest offer is 6225 yuan / ton, China Resources chemical Holding Co., Ltd. 6225 yuan / ton, Anyang polyester material factory 6225 yuan / ton.
Industry chain: polyester bottle chip downstream enterprises mainly digest inventory during the festival. Due to the impact of public health emergencies, PTA of raw materials fell and stopped at the beginning of opening, and a few bottle factories resumed to offer prices, which fell 200-300 yuan / ton compared with the price before the festival, with the quotation range of 6250-6400 yuan / ton. After the festival, the bottle chip factory returned to normal quotation on February 10, but most of them work at home and some work normally. However, the company has internal personnel quota requirements, which fails to meet the requirements of all employees.
| PVA |
Supply side: polyester bottle chip manufacturers started narrow decline. The main reason is that the shipment is not smooth during the holiday, and the bottle chip inventory of the manufacturer is increasing day by day. Under inventory pressure, the increase of inventory can only be controlled by reducing production and reducing load. Among them, the construction of Sanfangxiang is reduced to about 60%; Changzhou China Resources plant is reduced to 70%; Yizheng Chemical fiber 250000 ton plant is shut down and 200000 ton plant is started to 50%; Anyang Chemical is adjusted to 50%; Shanghai Yuanfang textile is started to 70%; Jiangsu Baosheng is adjusted to 50%; a 1.2 million ton bottle chip plant in East China is planned to restart on February 20, and relevant procedures for resumption of production are being handled at present. As of February 17, the operating rate of polyester bottle chip industry fell to 63.24%.
3、 Future forecast
Pet analysts of the business club believe that: the short-term bottle chip manufacturers have a small probability of low-cost delivery, coupled with the support of the raw material end, the bottle chip market may be stable and warm.
| POLYVINYL ALCOHOL |