塑料加工

Search documents
聚乙烯风险管理日报-20250625
Nan Hua Qi Huo· 2025-06-25 04:35
聚乙烯价格区间预测 | | 价格区间预测(月度) | 当前波动率(20日滚动) | 当前波动率历史百分位(3年) | | --- | --- | --- | --- | | 聚乙烯 | 7000-7400 | 15.74% | 40.1% | 聚乙烯风险管理日报 戴一帆(投资咨询证号:Z0015428) 顾恒烨(期货从业证号:F03143348 ) 投资咨询业务资格:证监许可【2011】1290号 source: 南华研究,同花顺 聚乙烯套保策略表 | 行为导 | 情景分 | 现货敞 | 策略推荐 | 套保工具 买卖方 | | 套保比例(%) | 建议入场 | | --- | --- | --- | --- | --- | --- | --- | --- | | 向 | 析 | 口 | | | 向 | | 区间 | | | 产成品 | | 为了防止存货跌价损失,可以根据企业的库存情况,做空塑料 | L2509 | 卖出 | 25% | 7300-74 | | | 库存偏 | | 期货来锁定利润,弥补企业的生产成本 | | | | 00 | | 库存管 | 高,担 | 多 | | | | | | | 理 | 心 ...
新装置顺利投产,供应端压力渐增
Hua Tai Qi Huo· 2025-06-24 03:50
聚烯烃日报 | 2025-06-24 新装置顺利投产,供应端压力渐增 市场分析 价格与基差方面,L主力合约收盘价为7444元/吨(+29),PP主力合约收盘价为7262元/吨(+20),LL华北现货为7440 元/吨(-40),LL华东现货为7500元/吨(+50),PP华东现货为7260元/吨(-30),LL华北基差为-4元/吨(-69),LL 华东基差为56元/吨(+21), PP华东基差为-2元/吨(-50)。 上游供应方面,PE开工率为78.7%(-0.5%),PP开工率为79.6%(+0.9%)。 2025年期货市场研究报告 第1页 请仔细阅读本报告最后一页的免责声明 生产利润方面,PE油制生产利润为-264.8元/吨(+121.8),PP油制生产利润为-664.8元/吨(+121.8),PDH制PP生产 利润为-192.8元/吨(-47.1)。 进出口方面,LL进口利润为26.6元/吨(-20.1),PP进口利润为-306.4元/吨(+9.9),PP出口利润为-4.7美元/吨(-1.2)。 下游需求方面,PE下游农膜开工率为12.1%(-0.3%),PE下游包装膜开工率为49.2%(+0.7%), ...
瑞达期货聚丙烯产业日报-20250624
Rui Da Qi Huo· 2025-06-24 01:30
聚丙烯产业日报 2025-06-23 免责声明 进一步恶化存疑。短期PP2509预计震荡走势,日度K线关注7190附近支撑与7310附近压力。 本报告中的信息均来源于公开可获得资料,瑞达期货股份有限公司力求准确可靠,但对这些信息的准确性及完整性不做任 何保证,据此投资,责任自负。本报告不构成个人投资建议,客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有,未经书面许可,任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发,需注明出处为 瑞达期货股份有限公司研究院,且不得对本报告进行有悖原意的引用、删节和修改。 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:聚丙烯(日,元/吨) | 7262 | 20 1月合约收盘价:聚丙烯(日,元/吨) | 7200 | 12 | | | 5月合约收盘价:聚丙烯(日,元/吨) | 7187 | 2 9月合约收盘价:聚丙烯(日,元/吨) | 7262 | 20 | | | 成交量聚丙烯(PP)( ...
华联期货PVC周报:供需延续弱势,主要关注外围影响-20250622
Hua Lian Qi Huo· 2025-06-22 12:06
期货交易咨询业务资格:证监许可【2011】1285号 华联期货PVC周报 供需延续弱势 主要关注外围影响 20250622 黄桂仁 交易咨询号:Z0014527 从业资格号:F3032275 0769-22112875 审核:陈小国 交易咨询号:Z0021111 周度观点及策略 周度观点 供应:上周PVC上游开工率78.62%,环比降低0.63个百分点,同比降低0.7个百分点,处在同期中性位。新增产能 增加陕西金泰二期30万吨/年。产量总体维持高位压力。 需求:下游制品开工率总体弱势,受雨季传统淡季影响,管型材企业开工继续走低,宏观层面房地产仍拖累终端 需求。出口方面据隆众周内签单有所增加,不过印度接单仍较少。 库存:社会库存(41 家)56.93万吨,环比降低0.75%,同比降低38%。下游逢低补库,出口交付增加。企业库存 40.16万吨,环比增加1.29%,同比增加25.23%。注册仓单量继续增加。 观点:成本端电石价格弱势,乙烯小幅反弹,整体估值驱动仍不足。近期原油受地缘影响强势,带来一定的盘面 刺激。 策略:操作上激进型少量低多,2509合约支撑参考4780,可买入持有看跌期权保护。 产业链结构 产业 ...
大越期货PVC期货早报-20250618
Da Yue Qi Huo· 2025-06-18 02:23
交易咨询业务资格:证监许可【2012】1091号 PVC期货早报 2025年6月18日 大越期货投资咨询部 金泽彬 从业资格证号:F3048432 投资咨询证:Z0015557 联系方式:0575-85226759 1 重要提示:本报告非期货交易咨询业务项下服务,其中的观点和信息仅作参考之用,不构成对任何人的投资建议 。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户;市场有风险,投资需谨慎。 1 每日观点 2 基本面/持仓数据 每日观点 供给端来看,据隆众统计,2025年5月PVC产量为201.9692万吨,环比增加3.31%;本周样本 企业产能利用率为79.25%,环比减少0.02个百分点;电石法企业产量34.908万吨,环比减少 0.44%,乙烯法企业产量11.692万吨,环比减少5.15%;本周供给压力有所减少;下周预计检 修有所减少,预计排产少量增加。 需求端来看,下游整体开工率为45.8%,环比减少0.47个百分点,低于历史平均水平;下游型 材开工率为37.55%,环比减少0.5个百分点,低于历史平均水平;下游管材开工率为 42.94%,环比减少1.44个百分点,低于历史平均水平;下游薄 ...
九大实战讲师!第八期《尼龙改性及高性能化加工技术》高级研修班来了!
DT新材料· 2025-06-17 15:45
Core Viewpoint - The nylon industry in China is accelerating its transformation towards high-end and low-carbon materials, driven by the domestic production of key raw materials and the increasing demands from emerging sectors such as electric vehicles and intelligent robotics [1][2]. Group 1: Background and Context - The full-scale production of the key raw material, adiponitrile, for PA66 has been achieved, alongside breakthroughs in the synthesis technology of specialty materials like high-temperature nylon and long-chain nylon [1]. - Emerging applications in sectors such as new energy vehicles, electronics, and intelligent robotics are raising the performance requirements for nylon materials, creating both opportunities and challenges for the industry [1]. Group 2: Workshop Details - DT New Materials will host the "Nylon Modification and High-Performance Processing Technology" advanced training course on July 4-5, 2025, in Ningbo, focusing on high-temperature nylon, performance additives, and innovative formulation design [2]. - The workshop will feature industry experts sharing practical experiences and innovative ideas to enhance technical innovation and product quality in the nylon sector [2]. Group 3: Workshop Agenda - The agenda includes various topics such as the characteristics and modification paths of high-temperature nylon resins, the impact of additives on glass fiber-reinforced nylon performance, and the application of high-performance glass fibers in nylon composites [3][4]. - Sessions will cover the classification and advantages of halogen-free flame retardants, as well as solutions for aging resistance in nylon materials [6][7]. Group 4: Expert Profiles - The workshop will feature experts with extensive experience in nylon modification and application development, including professionals from leading companies in the materials sector [12][13][20][26]. - Notable speakers include executives from Shanghai Beigang New Materials, DT New Materials, and Klaus-Maffei Machinery, each bringing a wealth of knowledge in polymer processing and material innovation [13][20][23][26].
2025-2030年中国改性聚丙烯(PP)行业深度调研及投资战略分析报告
Sou Hu Cai Jing· 2025-06-16 03:57
Core Insights - The report provides a comprehensive analysis of the modified polypropylene (PP) industry, including its development background, supply and demand situation, market size, and competitive landscape, offering valuable insights for companies and capital institutions to make informed business and investment decisions [2][3][4]. Industry Overview - The report defines the polypropylene (PP) industry and its classifications, as well as the modified polypropylene (PP) industry and its relevant terminology [2][3]. - It outlines the authoritative data sources and research methods used in the report [3]. Macro Environment Analysis - The report analyzes the policy environment affecting the modified polypropylene (PP) industry in China, including regulatory frameworks and standard systems [4]. - It examines the economic environment, including the current macroeconomic development and its correlation with the modified polypropylene (PP) industry [4]. - The social environment's impact on the modified polypropylene (PP) industry is also discussed [4]. - Technological advancements and key emerging technologies in the modified polypropylene (PP) industry are analyzed, along with research and innovation outcomes [4]. Global Market Insights - The report investigates the global development history of the modified polypropylene (PP) industry and its macro environment, including economic, political, and technological factors [4]. - It assesses the current market size and competitive landscape of the global modified polypropylene (PP) industry, including key regional markets [4]. Supply and Demand Analysis - The report details the supply and demand conditions within the Chinese modified polypropylene (PP) industry, including trade status and market主体 types [5][6]. - It provides insights into the market supply capabilities and levels, as well as the demand characteristics and current status [5][6]. Competitive Landscape - The competitive structure of the modified polypropylene (PP) industry in China is analyzed, including the entry processes of competitors and their strategic layouts [6][7]. - The report discusses the market concentration and competitive dynamics using Porter's Five Forces model [6]. Investment and M&A Analysis - The report outlines the investment and financing conditions in the modified polypropylene (PP) industry, including funding sources and trends [6][7]. - It reviews merger and acquisition activities, including motivations and case studies [6][7]. Industry Chain Structure - The report analyzes the structure of the modified polypropylene (PP) industry chain, including upstream supply markets and downstream application markets [6][8]. - It discusses the value attributes and cost structures within the industry [6]. Strategic Recommendations - The report includes a SWOT analysis of the modified polypropylene (PP) industry, assessing its development potential and future trends [10]. - It identifies investment opportunities within the industry, including weak links in the supply chain and emerging market segments [10].
聚丙烯风险管理日报-20250610
Nan Hua Qi Huo· 2025-06-10 11:26
source: 南华研究,同花顺 聚丙烯套保策略表 | 行为 | 情景分析 | 现货 | 策略推荐 | 套保工具 | 买卖 | 套保比例(%) | 建议入 | | --- | --- | --- | --- | --- | --- | --- | --- | | 导向 | | 敞口 | | | 方向 | | 场区间 | | 库存 管理 | 产成品库存偏高,担心 聚丙烯价格下跌 | 多 | 为了防止存货跌价损失,可以根据企业的库存情 况,做空聚丙烯期货来锁定利润,弥补企业的生 产成本 | PP2509 | 卖出 | 25% | 7050-7 100 | | | | | 卖出看涨期权收取权利金降低成本,若聚丙烯价 格上涨还可以锁定现货卖出价格 | PP2509C7000 | 卖出 | 50% | 50-100 | | 采购 管理 | 采购常备库存偏低,希 望根据订单情况进行采 | | 为了防止聚丙烯价格上涨而抬升采购成本,可以 在目前阶段买入聚丙烯期货,在盘面采购来提前 | PP2509 | 买入 | 50% | 6800-6 900 | | | | 空 | 锁定采购成本 | | | | | | | 购 | | ...
瑞达期货聚丙烯产业日报-20250603
Rui Da Qi Huo· 2025-06-03 10:43
聚丙烯产业日报 2025-06-03 统消费旺季,近期国际油价走强。PP供需偏弱格局未改,不过需关注油价波动导致短期价格反弹。技术上 助理研究员: 徐天泽 期货从业资格号F03133092 ,PP2509下方关注6840附近支撑,上方关注6940附近压力。 免责声明 本报告中的信息均来源于公开可获得资料,瑞达期货股份有限公司力求准确可靠,但对这些信息的准确性及完整性不做任 何保证,据此投资,责任自负。本报告不构成个人投资建议,客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有,未经书面许可,任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发,需注明出处为 瑞达期货股份有限公司研究院,且不得对本报告进行有悖原意的引用、删节和修改。 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:聚丙烯(日,元/吨) | 6884 | 9 1月合约收盘价:聚丙烯(日,元/吨) | 6822 | 20 | | | 5月合约收盘价:聚丙烯(日,元/吨 ...
7月见!《尼龙改性及高性能化加工技术》高级研修班(第八期)来了!
DT新材料· 2025-05-27 16:07
Group 1 - The core viewpoint of the article highlights the acceleration of China's nylon industry towards high-end and low-carbon transformation, driven by the domestic production of key raw materials and the increasing demands from emerging sectors such as electric vehicles and robotics [2][3] - The upcoming advanced training course on "Nylon Modification and High-Performance Processing Technology" aims to address production challenges and promote technological innovation in the nylon industry [3][4] Group 2 - The training will cover various topics including the characteristics and modification paths of high-temperature nylon resins, the impact of glass fiber on nylon composite performance, and the application of halogen-free flame retardants [4][5][6] - Industry experts with extensive practical experience will share innovative ideas and practical experiences related to nylon modification and high-performance processing technology [3][4][5] - The event will facilitate interaction and discussion among participants, focusing on real-world technical issues faced in production processes [10][12][28]