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化工品期货市场分析与交易策略
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甲醇、PVC等化工品:各有供需态势与交易支撑位
Sou Hu Cai Jing· 2025-08-13 04:42
Group 1: Methanol Market Analysis - The methanol market is experiencing stable supply due to reduced maintenance plans by methanol companies, despite general downstream demand support being weak [1] - Market pressure is increasing with port inventories continuing to accumulate, leading to a short-term consolidation phase [1] - Support levels are identified at 2350 - 2370, while resistance is noted at 2430 - 2450 [1] Group 2: PVC Market Analysis - The PVC market is facing insufficient cost support, with industry operating rates recovering and supply being ample [1] - Weak demand has led to a significant increase in social inventory, resulting in a lack of fundamental drivers for price movement [1] - Support levels are observed at 4950 - 4960, with resistance at 5100 - 5150 [1] Group 3: Urea Market Analysis - Urea production remains high, leading to ample supply but insufficient demand, which continues to exert pressure on the market [1] - There is a cautious expectation for demand improvement, with support levels at 1680 - 1700 and potential resistance at 1800 - 1830 [1] - The market is currently in a low-level consolidation phase [1] Group 4: Caustic Soda Market Analysis - Caustic soda companies are maintaining decent profitability, but high capacity utilization is leading to increased supply [1] - Downstream demand is limited, resulting in continuous accumulation of plant inventories [1] - Support levels are identified at 2400 - 2430, with resistance at 2530 - 2550 [1]