Core Viewpoint - In December, domestic LLDPE prices declined, with varying degrees of losses among different production raw material companies [1] Group 1: Market Overview - In December, the domestic PE market experienced price fluctuations and a downward trend, influenced by a weak overall crude oil market and increased supply [1] - The average price of LLDPE at the end of December was 6686 yuan/ton, a decrease of 5.78% month-on-month and 25.17% year-on-year [1] Group 2: Upstream Cost Analysis - The average production cost for naphtha-based LLDPE film material decreased by 178 yuan/ton to 6885 yuan/ton, a drop of 2.52% [3] - The average production cost for coal-based LLDPE film material fell by 347 yuan/ton to 6698 yuan/ton, a decline of 4.93% [3] - The average price of West Texas Intermediate (WTI) crude oil was 57.87 USD/barrel, down 2.71% month-on-month and 16.97% year-on-year [3] Group 3: Profit Margin Insights - The average profit margin for coal-based LLDPE film material production was -241 yuan/ton, an increase of 25 yuan/ton compared to November, indicating a slight alleviation of losses [4] - The average profit margin for naphtha-based LLDPE film material production was -314 yuan/ton, a decrease of 131 yuan/ton from November, indicating an increase in losses [5]
12月国内LLDPE价格走低 不同生产原料企业亏损局面差异化
Sou Hu Cai Jing·2026-01-13 09:18