Group 1 - The main plastic futures contract experienced a rapid increase, reaching a peak of 7339.00 yuan, with a closing price of 7339.00 yuan, reflecting a rise of 2.66% [1] - Zhonghui Futures suggests a bearish outlook for plastic, citing an increase in supply with 2.08 million tons of new capacity from companies like Wanhua and the startup of Shandong New Era's facility [2] - Shenyin Wanguo Futures indicates that the short-term trend for plastic will continue to rebound and repair prices, supported by a recent rebound in international crude oil prices [3] Group 2 - The demand side shows a decline in agricultural film operating rates for four consecutive weeks, indicating weak demand [2] - The overall sentiment in the commodity market is positive due to the recent consensus reached during the China-US meeting, which may support plastic prices [3] - The recommendation from Zhonghui Futures is to gradually take profits on long positions and avoid chasing higher prices, while monitoring the price trends of crude oil and coal [2]
终端制品出口预期好转 塑料短期内延续反弹修复
Jin Tou Wang·2025-05-14 08:27