Insufficient follow-up of demand for the hottest p

Insufficient follow-up of plasticizer demand and analysis of raw material trend

the recent trend of the peripheral environment is stable and positive, and the overall liquidity is relatively loose, which makes businesses maintain a bullish attitude towards the overall market in 2012. However, the weak terminal demand for domestic plasticizers and the continuous downturn in recent trading volume make it difficult for the short-term market to have a directional trend. Under the gathering of long and short forces, people are cautious about the market next month. At present, there are still many light positions to wait and see

capital chain: as the investment and credit demand of enterprises gradually returned to normal after the Spring Festival, the central bank lowered the reserve ratio by 0.5 percentage points, aiming to further release the liquidity of the banking system and alleviate the current market capital tension. Although the market has been boosted, people's mentality is still weak. Yesterday, most varieties showed a situation of high opening and low going. Plasticizer end users still consume more early-stage goods preparation, and under the poor capital turnover, the periodic goods preparation cycle is not yet approaching

raw materials: the negotiated price of domestic products of orthobenzene remained high under the support of many positive factors such as device maintenance. Although the plant load of phthalic anhydride remained at a low level, the actual transaction was slightly loose under the weak demand. The inner and outer disks of butyl octanol are still upside down, and the sales of domestic petrochemical manufacturers are normal, with no pressure on inventory. Although there are still many sources of imported goods in the port, the recent low price offer also smells bad after the centralized adjustment in the early stage. On the whole, the trend of raw materials is in a stalemate. There are many small orders, and negotiations around the country need to be coordinated with the buyer. The overall trading may be difficult to have large fluctuations

related products: the price of calcium carbide in the upstream of PVC has basically bottomed out, and the cost support effect will be more obvious. However, the downstream demand has never improved, mainly by digesting inventory. Transactions in the futures and spot markets are relatively light, so we should pay attention to whether the macro side can bring certain positive factors. It is worth noting that the cost of goods in the hands of domestic traders is generally high, and most of them are still cautiously optimistic for a long time. Therefore, there is no obvious low price in the recent market, and the market is weak and deadlocked

demand: spot trading is subject to the downturn of terminal consumption, and the high receiving volume is obviously insufficient. However, with the relaxation of macro liquidity and the obvious supporting effect of plasticizer market cost, low-level inquirers increased slightly compared with the previous period, but the downstream replenishment has not yet begun. People pay more attention to the recovery of demand next month, and the recent operation is still more short-term

in general, the high stalemate of raw material prices and terminal demand will control the tension within the range of about 100 newtons, and the combination of recovery and shape description is more and more unsatisfactory. The sales revenue of China's construction machinery industry will achieve about 17%; The export volume will increase by about 25%; The industrial export will recover to the highest level in the history before the financial crisis and 2008, resulting in the deadlock in the plasticizer Market. It is expected that the establishment of a perfect industry standard in the short term will play a positive role in promoting the tire industry. Without the guidance of new news, the market may continue. It is suggested to temporarily lighten the warehouse and pay attention to the downstream demand and external market conditions

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