摘要：【图】2025年4月云南省初级形态的塑料产量数据分析 2025年1-4月初级形态的塑料产量统计： 初级形态的塑料产量：14.8 万吨 同比增长：-0.3% 2025年4月初级形态的塑料产量统计： 初级形态的塑料产量：3.8 万吨 同比增长：1.6% 增速较上一年同期变化：高3.3个百分点 据统计，2025年4月云南省规模以上工业企业初级形态的塑料产量与上年同期相比增长了1.6%，达3.8万 吨，增速较上一年同期高3.3个百分点，增速较同期全国低10.4个百分点，约占同期全国规模以上企业初 级形态的塑料产量1168.6万吨的比重为0.3%。 详见下图： 图1：云南省初级形态的塑料产量分月（当月值）统计图 图2：云南省初级形态的塑料产量分月（累计值）统计图 注：初级形态的塑料2004年及以前名称为塑料树脂及共聚物，简称塑料。 从2011年起，我国规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入 2000万元。 产业调研网为您提供更多 石油化工行业最新动态 石油的现状和发展趋势 化工行业现状与发展趋势 日化市场现状及前景分析润滑油市场调研与发展前景汽油发展现状及前景预测 柴油市场调 ...

南方财经9月24日电，南财投研通数据显示，9月24日，券商给予上市公司目标价共14次，按最新收盘价 计算，目标价涨幅排名居前的公司有东材科技、弘亚数控、普门科技，目标价涨幅分别为51.19%、 35.21%、32.28%，分别属于塑料、专用设备、医疗器械行业。评级调低方面，9月24日，券商调低上市 公司评级达到1家次，最新数据包括了中信证券对坤彩科技的评级从"买入"调低至"增持"。查看原文： 东材科技目标价涨幅超50%；坤彩科技评级被调低｜券商评级观察刚刚 ...

近期，PVC市场进入传统旺季，但需求疲软、供应增长等因素使期货价格持续承压，整体呈现"旺季不 旺"的状态。当前PVC期货市场的交易逻辑重回基本面，尽管短期供应小幅下降，但下游需求依然疲 软，基本面整体偏弱。 需求承压 国内需求方面，作为PVC最大的终端消费领域，房地产行业持续低迷严重拖累了需求恢复进度。数据显 示，2025年1—8月，国内房屋施工面积、新开工面积和竣工面积同比均出现两位数下滑。进入9月，虽 然PVC下游企业开工率有所提升，但整体订单情况仍一般，终端以逢低采购为主，市场交投气氛清淡。 出口需求方面，受印度反倾销税影响，部分企业存在"抢出口"行为，透支了部分需求。进入9月，出口 节奏明显放缓，订单增量有限。尽管国内企业正积极开拓非洲、东南亚等新兴市场，但受多重因素影 响，短期内难以形成稳定的需求增量。整体来看，出口对PVC价格的支撑作用减弱。 后市展望 整体来看，目前PVC市场基本面偏弱。在新增产能释放和行业保持高开工率的情况下，供应压力持续增 加；在房地产行业低迷和出口放缓的情况下，需求难有超预期表现。尽管10月可能迎来季节性检修高 峰，供应或阶段性收紧，但如果需求无法同步改善，去库速度依然偏慢 ...

Report Summary 1. Report Industry Investment Rating No information provided in the report. 2. Core View of the Report - PVC开工率环比下降，下游开工率窄幅上升，但因下游消耗有限，社会库存持续增长且压力偏高 [3] - 电石价格上涨带动电石法成本环比上升，目前电石法、乙烯法工艺持续亏损 [3] - 短期暂无新增检修计划，受部分装置重启影响，本周PVC产能利用率预计环比上升；新产能投放在即，中长期加大行业供应压力 [3] - 临近国庆长假，国内部分下游已完成备货，PVC需求预计边际减弱；终端地产市场偏弱，持续拖累国内需求 [3] - 印度PVC反倾销政策预计即将落地，出口市场观望为主，社会库存压力偏高，后市难去化 [3] - 近期电石供需博弈，价格预计持稳整理；乙烯法成本预计变化不大；短期供需偏弱给V2601盘面压力，技术上关注4830附近支撑线支撑 [3] 3. Summary by Relevant Catalogs 3.1 Futures Market - 聚氯乙烯（PVC）收盘价为4919元/吨，环比上涨28元/吨；成交量为902670手，环比增加54062手；持仓量为1111748手，环比减少12387手 [3] - 期货前20名持仓中，买单量为864420手，环比增加19389手；卖单量为952064手，环比增加4665手；净买单量为 - 87644手，环比增加14724手 [3] 3.2 Spot Market - 华东地区乙烯法PVC价格为5000元/吨，环比下降10元/吨；电石法PVC价格为4746.92元/吨，环比下降38.85元/吨 [3] - 华南地区乙烯法PVC价格为4970元/吨，环比下降30元/吨；电石法PVC价格为4815元/吨，环比下降36.88元/吨 [3] - 中国PVC到岸价为700美元/吨，东南亚到岸价为650美元/吨，西北欧离岸价为710美元/吨，均无环比变化；基差为 - 179元/吨，环比下降28元/吨 [3] 3.3 Upstream Situation - 华中、华北、西北电石主流均价分别为2800元/吨、2768.33元/吨、2610元/吨，均无环比变化；内蒙液氯主流价为 - 350元/吨，无环比变化 [3] - VCM、EDC在CFR远东和CFR东南亚的中间价均无环比变化 [3] 3.4 Industry Situation - 聚氯乙烯（PVC）开工率为76.96%，环比下降2.98%；其中电石法开工率为76.89%，环比下降2.5%；乙烯法开工率为77.12%，环比下降4.19% [3] - 社会库存总计53.46万吨，环比增加0.3万吨；华东地区总计48.21万吨，环比增加0.38万吨；华南地区总计5.25万吨，环比减少0.08万吨 [3] 3.5 Downstream Situation - 国房景气指数为93.05，环比下降0.29；房屋新开工面积累计值为39801.01万平方米，环比增加4595.01万平方米；房地产施工面积累计值为643108.94万平方米，环比增加4377.94万平方米；房地产开发投资完成额累计值为31693.94亿元，环比增加3588.01亿元 [3] 3.6 Option Market - 20日历史波动率为9.49%，环比下降0.32%；40日历史波动率为11.22%，环比上升0.16% [3] - 平值看跌期权隐含波动率和平值看涨期权隐含波动率均为14.21%，环比上升0.55% [3] 3.7 Industry News - 9月13 - 19日，PVC产能利用率环比下降2.98%至76.96%；下游开工率环比上升1.69%至49.19%，其中管材开工率环比上升1.52%至39.13%，型材开工率环比上升0.21%至39.43% [3] - 截至9月18日，PVC社会库存在95.37万吨，环比上周上升2.03% [3] - 9月13 - 19日，电石法周度平均成本环比上升至5230元/吨，乙烯法周度平均成本上升至5631元/吨；电石法周度利润环比下降155元/吨至657元/吨，乙烯法周度利润环比上升20元/吨至 - 652元/吨 [3]

| | | 塑料产业日报 2025-09-24 | 项目类别 | 数据指标 环比 数据指标 | 最新 | | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:聚乙烯(日,元/吨) | 7142 | 37 1月合约收盘价:聚乙烯(日,元/吨) | 7142 | 37 | | | 5月合约收盘价:聚乙烯(日,元/吨) | 7182 | 37 9月合约收盘价:聚乙烯(日,元/吨) | 7218 | 25 | | | 成交量(日,手) | 191081 | 10438 持仓量(日,手) | 571775 | -17901 | | | 1-5价差 | -40 | 0 期货前20名持仓:买单量:聚乙烯(日,手) | 423733 | -5604 | | | 期货前20名持仓:卖单量:聚乙烯(日,手) | 479444 | -8589 期货前20名持仓:净买单量:聚乙烯(日,手) | -55711 | 2985 | | 现货市场 | LLDPE(7042)均价:华北(日,元/吨) | 7166.96 | -3.91 LLDPE(7042) ...

Group 1 - The plastic sector experienced a rise of 1.57% on September 24, with Shangwei New Materials leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] - Shangwei New Materials had a closing price of 110.08, reflecting a 20.00% increase with a trading volume of 174,800 shares and a transaction value of 1.871 billion [1] Group 2 - The plastic sector saw a net outflow of 428 million from institutional funds, while retail investors contributed a net inflow of 549 million [2] - The trading data indicates that Daoming Optical led with a net inflow of 65.7191 million from institutional funds, despite a net outflow from retail investors [3] - The overall trading activity in the plastic sector shows a mixed sentiment, with some stocks experiencing significant inflows while others faced outflows [3]

Core Insights - The production of primary plastic shapes in Shanxi Province reached 440,000 tons in the first five months of 2025, marking a 0.8% increase compared to the same period in 2024, but the growth rate has slowed by 4.7 percentage points year-on-year and is 9.3 percentage points lower than the national average [1] Monthly Production Analysis - In May 2025, the production of primary plastic shapes in Shanxi Province was 83,000 tons, representing a 5.3% decrease compared to May 2024, with the growth rate down by 20.9 percentage points year-on-year and 15.5 percentage points lower than the national average [2] Industry Context - The term "primary plastic shapes" was previously referred to as plastic resins and copolymers before 2004. Since 2011, the threshold for large-scale industrial enterprises in China has been raised from an annual main business income of 5 million yuan to 20 million yuan [6]

Group 1 - The core viewpoint of the news is that Renxin New Materials has experienced fluctuations in its stock performance and financing activities, indicating a high level of market interest and potential volatility [1][2]. - As of September 23, Renxin New Materials' stock price decreased by 0.73%, with a trading volume of 32.89 million yuan. The net financing amount was -0.95 million yuan, indicating more repayments than new purchases [1]. - The total financing and securities balance for Renxin New Materials reached 39.51 million yuan, accounting for 2.64% of its circulating market value, which is above the 80th percentile of the past year [1]. Group 2 - As of June 30, the number of shareholders for Renxin New Materials was 15,200, a decrease of 5.15% from the previous period, while the average circulating shares per person increased by 5.43% to 7,079 shares [2]. - For the first half of 2025, Renxin New Materials reported a revenue of 1.11 billion yuan, representing a year-on-year growth of 7.36%, and a net profit attributable to shareholders of 24.19 million yuan, up 4.17% year-on-year [2]. - Since its A-share listing, Renxin New Materials has distributed a total of 165 million yuan in dividends [3].

Group 1 - The core viewpoint of the article highlights that Shuangxiang Co., Ltd. (002395) has confirmed the applications of its optical-grade PMMA series products in various sectors, including automotive tail lights, instrument panels, aircraft cockpit glass, optical instruments, and optical lenses [1] Group 2 - The company responded to investor inquiries on September 23, indicating the versatility and potential market reach of its PMMA products [1]

1. Report Industry Investment Rating - The investment rating for the plastics industry is to "wait and see" [1] 2. Core View of the Report - The plastics market opened lower and fluctuated. The start - up rate of plastics was at a neutral level, and the downstream start - up rate of PE increased slightly but was still at a relatively low level in the same period in recent years. The destocking of petrochemical enterprises in September was average, and the petrochemical inventory was at a neutral level. The cost of raw materials decreased due to the decline in crude oil prices. Although the agricultural film was entering the peak season, the peak season was not as good as expected. There was no actual anti - involution policy in the plastics industry, and it was recommended to wait and see [1] 3. Summary by Relevant Catalogs Strategy Analysis - On September 23, the start - up rate of plastics remained at around 85%, a neutral level. The downstream start - up rate of PE increased by 0.75 percentage points to 42.92%. The agricultural film was entering the peak season, but the growth rate of orders and raw material inventory slowed down. Packaging film orders also increased. Petrochemical enterprises' destocking in September was average, and the inventory was at a neutral level. The cost of raw materials decreased as crude oil prices fell. A new 400,000 - ton/year capacity of Jilin Petrochemical HDPE was put into operation in late July, slightly reducing the plastics start - up rate. The peak season of agricultural film did not meet expectations, and there was no anti - involution policy, so it was recommended to wait and see [1] Futures Market - The plastics 2601 contract opened lower, increased positions and fluctuated. The lowest price was 7,090 yuan/ton, the highest was 7,128 yuan/ton, and it closed at 7,105 yuan/ton, down 0.67% below the 60 - day moving average. The position increased by 8,837 lots to 589,676 lots [2] Spot Market - Most of the PE spot market declined, with price changes ranging from - 80 to + 20 yuan/ton. LLDPE was quoted at 7,010 - 7,570 yuan/ton, LDPE at 9,350 - 9,630 yuan/ton, and HDPE at 7,430 - 8,150 yuan/ton [3] Fundamental Tracking - On the supply side, on September 23, the start - up rate of plastics remained at around 85%, a neutral level. On the demand side, as of the week of September 19, the downstream start - up rate of PE increased by 0.75 percentage points to 42.92%. The agricultural film was entering the peak season, but the overall downstream start - up rate of PE was still at a relatively low level in the same period in recent years. Petrochemical inventory decreased by 10,000 tons to 670,000 tons on Tuesday, 95,000 tons lower than the same period last year. The destocking of petrochemical enterprises in September was average, and the inventory was at a neutral level. The price of Brent crude oil's December contract dropped to 66 US dollars/barrel, and the prices of Northeast Asian and Southeast Asian ethylene remained flat at 840 US dollars/ton and 845 US dollars/ton respectively [4]