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ST中泰(002092.SZ):目前PVC基本面供需僵持,上游检修规模有限,市场供应维持高位

ST Zhongtai (002092.SZ): Currently, the PVC supply and demand fundamentals are in a stalemate, with limited upstream maintenance scale, and market supply maintaining high levels.

Gelonghui Finance ·  Oct 22 15:12

Gelonghui October 22 | special treat Zhongtai (002092.SZ) stated in the investor relations event that currently pvc fundamentals are in a stalemate, with limited upstream maintenance scale, market supply remaining high, domestic demand focused on recovery after the holiday period, raw material inventory of product manufacturing companies still acceptable, forward orders for hard products showing poor performance, short-term stalemate due to factors such as freight rates and prices affecting external exports, with emphasis on delivery of previous futures, supply and demand under pressure; policy outlook suggests weak adjustment within range in the short term.

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