Group 1: Spot Market - The spot prices in North China are at 6890 (-60), East China at 6950 (-50), and South China at 7130 (-50), indicating a general decline of around 50 [1] - The market sentiment is weak, with low transaction volumes primarily driven by essential demand [1] Group 2: Supply and Demand Inventory Data - The capacity utilization rate stands at 81.24%, reflecting a slight increase of 0.14% [2] - The average operating rate of downstream PE is at 44.36%, with a minor increase of 0.23% [2] Group 3: Inventory and Market Outlook - Upstream equity inventory has accumulated to 105,900 tons [3] - The peak of PE maintenance has been observed, with significant inventory pressure expected in October due to the return of maintenance facilities and increased imports, while downstream demand remains lackluster [3] Group 4: Strategy - The current market strategy is to remain observant [4]
LLDPE：市场情绪偏差 成交较弱 基差小幅走强
Jin Tou Wang·2025-10-15 02:14