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PVC投资周报:宏观情绪较好,盘面价格震荡偏强-20250728
Guo Mao Qi Huo·2025-07-28 06:11
  1. Report Industry Investment Rating - No relevant content found 2. Core Viewpoints of the Report - No clear core viewpoints are presented in the provided content 3. Summary by Relevant Catalogs PART ONE: Main Views and Strategy Overview - The report provides a PVC main weekly data summary, including price, production, inventory, and other data. For example, the latest PVC main price is 5373 yuan/ton, up 8.83% from last week; China's production is 45.15 million tons, down 1.03% from last week [5]. PART TWO: Review of Futures and Spot Market Conditions - There are multiple charts showing the trends of PVC basis, different contract spreads, etc., from 2019 - 2025, such as the basis, SG - 5, and main contract trends from 2025/3/27 to 2025/6/27 [8]. PART THREE: PVC Supply - Demand Fundamental Data - There are numerous charts related to PVC supply - demand fundamentals from 2019 - 2025, covering aspects like production, inventory, and price trends over different weeks of each year, such as the trends of production, inventory, and price from the 3rd week to the 53rd week of each year [17][18].