基本面变动有限 PVC市场做空力量将会恢复

Core Viewpoint - The domestic PVC futures market is experiencing slight fluctuations with a minor increase in prices, while supply and demand dynamics indicate a potential for price adjustments in the near future [1] Supply Side - PVC production last week was reported at 466,000 tons, a decrease of 3,700 tons or 0.80% from the previous period, with a capacity utilization rate of 78.62%, down by 0.63% [1] Demand Side - The real estate sector is witnessing slow new construction and project progress, leading to a demand lull; enterprises in profiles and pipes are operating at low capacity, primarily focusing on essential purchases, resulting in increased inquiries but limited transactions [1] Market Outlook - According to Everbright Futures, supply is expected to remain stable while demand gradually recovers, leading to a narrowing supply-demand gap; however, the market is anticipated to experience weak fluctuations in PVC prices due to the restoration of short-selling pressures and significant production profits [1]