证券之星消息，11月17日塑料板块较上一交易日上涨0.88%，佛塑科技领涨。当日上证指数报收于 3972.03，下跌0.46%。深证成指报收于13202.0，下跌0.11%。塑料板块个股涨跌见下表： 从资金流向上来看，当日塑料板块主力资金净流入1.42亿元，游资资金净流出1.5亿元，散户资金净流入 777.58万元。塑料板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000973 佛塑科技 | | 1.87 Z | 7.85% | -1.67 Z | -7.01% | -1985.11万 | -0.83% | | 600143 金发科技 | | 1.80 Z | 8.66% | -4094.71万 | -1.97% | -1.39亿 | -6.69% | | 002108 沧州明珠 | | 8677.14万 | 6.03% | -1165.38万 | -0.81% | -7511.76万 ...

"今年1月至5月PS行业盈利表现良好，生产企业积极复工复产后稳定运行，国产PS供应持续增量；成本 接连下跌的过程中，PS跟跌下行，价格优势逐步显现，出口企业积极开拓海外市场，推动5月单月出口 量创历史新高。虽然出口量绝对体量增幅有限，但一定程度的缓解了通用料市场阶段性的供应压 力。"刘丽分析。 由于需求改善不足，供应商难有效去库，一定程度拖累PS价格下跌。 随着高端化、节能化以及智能化的转型升级，2025年白电行业保持着相对稳健的发展趋势，作为PS的 主要下游消费领域，年内尤其在上半年表现出对PS市场的有效需求助力。然而出口与政策影响，海外 需求短期承压，仅部分龙头企业保持平稳态势，"以旧换新"需求透支等导致内需边际走弱；因此下半年 白电领域需求改善不及预期的背景下，PS中高端资源出货受阻，拖累市场价格下行调整。 关税政策扰动、补贴政策透支未来需求以及消费意愿及能力受阻等多方因素影响，2025年PS终端需求 整体改善不足，逐步向上负反馈至产业链各个环节。同时，新产能释放、争取市场份额等助力，PS供 应体量继续扩大，供需结构持续承压。当前PS行业成本不断下移形成下行拖累，2025年PS价格水平连 创新低。 "成 ...

叶海文 从业资格证号：F3071622 投资咨询证号：Z0014205 投资咨询业务资格：证监许可【2012】31号 【塑料数据周报（PP&PE ）】 国贸期货 能源化工研究中心 2025-11-17 主要周度数据变动回顾 | LC国贸期货 | | --- | 张国才 从业资格证号：F03133773 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供参考，不构成任何投资建议；期市有风险，投资需谨慎 L L DPE :现货价格持稳，盘面震荡偏弱 | 影响因素 | 驱动 | 主要逻辑 | | | | --- | --- | --- | --- | --- | | （1）本周，我国聚乙烯产量总计在67.37万吨，较上周增加1.98%。（2）中国聚乙烯生产企业产能利用率83.14%，较上周期增加了0.55个百分点。本周期 | 供给 | 中性 | 装置情况来看，周内惠州埃克森、齐鲁石化、中沙石化装置处于检修状态，存量检修多于周内重启，因此产能利用率环比上涨。 | | | （1）中国LLDPE/LDPE下游制品平均开工率较前期+1.64%。其中农膜整体开工率较前期+2.75%；PE包装膜开工率较前期+0.52%。（ ...

2025 年 11 月 17 日 PP：短期不追空，中期趋势仍有压力 张驰 投资咨询从业资格号：Z0011243 zhangchi4@gtht.com 【基本面跟踪】 PP 基本面数据 | 期 货 | | 昨日收盘价 | 日涨跌 | 昨日成交 | 持仓变动 | | --- | --- | --- | --- | --- | --- | | | PP2601 | 6474 | 0.40% | 308,865 | -6371 | | | | 昨日价差 | | | 前日价差 | | 价 差 | 01合约基差 | -144 | | -160 | | | | 01-05合约价差 | -101 | | -97 | | | 重要现货价格 | | 昨日价格 | （元/吨） | 前日价格 | （元/吨） | | | 华北 | 6230 - | 6450 | 6200 - | 6450 | | | 华东 | 6330 - | 6580 | 6320 - | 6580 | | | 华南 | 6430 - | 6550 | 6400 - 6550 | | 资料来源：卓创资讯，隆众资讯、国泰君安期货 【现货消息】 国内 PP 市场偏暖 ...

Report Industry Investment Rating No relevant content provided. Core Viewpoints of the Report - The overall market shows a complex and volatile situation, with different sectors having different trends and influencing factors. For example, the A - share market is affected by macro - data and shows an upward - then - downward trend; the steel and ore market is expected to be weak in the medium - to - long - term; and the energy market is influenced by geopolitical conflicts and supply - demand relationships [10][12][35]. Summary by Related Catalogs Macro Information - The 22nd issue of Qiushi magazine published President Xi Jinping's important article. The National Bureau of Statistics released October economic data, showing a slowdown in multiple indicators. The prices of commercial housing in 70 cities declined. The Chinese government reminded citizens to avoid traveling to Japan. The State Council studied "two - important" construction and consumption - promotion policies. The central bank will conduct a large - scale reverse - repurchase operation. The US will release multiple economic data. The Guangzhou Futures Exchange will list platinum and palladium futures. The market supervision department issued an anti - monopoly compliance guide. The national child - rearing subsidy system has been implemented, and the lithium - battery industry chain has seen a price increase. Trump adjusted the scope of "reciprocal tariffs" [4][5][6][7][8]. Macro Finance - **Stock Index Futures**: Adopt a volatile mindset and temporarily hold off on trading. The A - share market rose and then fell, affected by macro - data. The decline in industrial growth, consumption, and investment may be due to technical factors, export slowdown, anti - involution, and the real - estate downturn [10]. - **Treasury Bond Futures**: The market's expectation of monetary easing has declined, but interest - rate cuts cannot be ruled out. Maintain the view of increased easing in Q4. The money market is affected by the approaching tax period, and the stock - bond seesaw effect is weakly effective [11]. Black - **Steel and Ore**: In the short - term, expect a volatile consolidation; in the medium - to - long - term, maintain a bearish view when prices are high. The supply - demand relationship is weak, with high inventory and low profit for steel mills. The price is affected by low - price transactions and may remain weak [12][13]. - **Coking Coal and Coke**: The prices may continue to decline in the short - term. In the medium - term, the mine's production is restricted by policies, and the demand for steel is weak in the off - season, but the strong thermal - coal price provides some support [14]. - **Ferroalloys**: In the long - term, the oversupply situation is difficult to alleviate, so maintain a bearish view when prices are high. In the short - term, it is recommended to wait and see. The prices are fluctuating narrowly, and the cost of manganese - silicon is relatively stable [15]. - **Soda Ash and Glass**: Currently, it is recommended to wait and see. The soda - ash industry has production fluctuations and cost increases, while the glass industry's strong sales have not continued, and the market is concerned about demand and inventory [16]. Non - ferrous Metals and New Materials - **Lithium Carbonate**: The short - term fundamentals are good, but the demand may weaken in Q1 next year, limiting price increases. After the demand weakens, the price may correct, and it is advisable to buy on dips [18]. - **Industrial Silicon and Polysilicon**: Industrial silicon has no prominent supply - demand contradictions and can be bought on dips or sell out - of - the - money put options. Polysilicon is expected to continue to fluctuate, influenced by policy expectations and supply - demand relationships [19]. Agricultural Products - **Cotton**: The supply pressure is large, and the demand is weak. The price is undervalued compared to the spot, which limits the decline. It is expected to oscillate at a low level [23][24]. - **Sugar**: The domestic sugar supply - demand situation is expected to be bearish. Before the large - scale arrival of new sugar, it is advisable to wait and see. In the long - term, there is still supply pressure [25][27]. - **Eggs**: The spot price is weak, and the futures price may oscillate. The in - production laying - hen inventory is high, but it is expected to decline. It is recommended to short the near - term contracts [28]. - **Apples**: The price is expected to be strong in a volatile manner. The inventory is low, and the price is high. The future consumption trend will be the focus [30]. - **Corn**: The spot price has rebounded, but the supply pressure is still accumulating. It is necessary to pay attention to the new - grain sales progress and the release of policy wheat [31]. - **Red Dates**: Temporarily wait and see. The weak spot market in the sales area has a negative impact on the new - date ordering price [32]. - **Pigs**: The supply pressure continues, and the demand is average. The spot price is likely to oscillate weakly. It is recommended to short the near - term contracts [33]. Energy and Chemicals - **Crude Oil**: In the short - term, it is expected to be strongly volatile, but the long - term downward trend of oversupply remains unchanged. The price is affected by geopolitical conflicts and supply - demand forecasts [35]. - **Fuel Oil**: The price will follow the oil price, with a supply - abundant and demand - weak structure. The short - term focus is on supply concerns after the sanctions on Russia [36]. - **Plastic**: The supply pressure is large, and it is expected to be weakly volatile. The current price provides some support for producers [36][37]. - **Rubber**: Pay attention to the strategy of expanding the ru - nr spread. The price may oscillate in the short - term, with supply in the peak season and support at the bottom [37]. - **Methanol**: The near - term contracts are expected to be weakly volatile, and the far - term contracts can be moderately long after the rebound drive appears. The supply pressure is large, and the inventory is high [38][39]. - **Caustic Soda**: Wait for long - position opportunities after a significant decline. Pay attention to the cost support. The spot price is falling, and the futures price is weak [40]. - **Asphalt**: The price fluctuation is expected to increase, and the focus is on the price bottom after the winter - storage game [41]. - **Polyester Industry Chain**: It is expected to continue to be strong in the short - term, driven by improved supply - demand and market sentiment [42]. - **Liquefied Petroleum Gas**: Although there are short - term positive factors, it is not advisable to chase the rise. Consider shorting at high prices in the medium - to - long - term [43]. - **Paper Pulp**: The fundamentals are relatively stable, and it is expected to maintain a wide - range oscillation. Observe the digestion of old warehouse receipts and spot transactions [45]. - **Logs**: The fundamentals are weakly oscillating, and the price is under pressure. The inventory is expected to increase, and the market is in the off - season [46]. - **Urea**: Wait and see, subject to specific policies. The spot price is falling, and the futures price is oscillating [47]. - **Synthetic Rubber**: The short - term price will oscillate within a range. Be cautious when going long and consider selling call options after the rebound [48].

Core Viewpoint - The stock of Prit (Shanghai Prit Composite Materials Co., Ltd.) has experienced fluctuations, with a current price of 13.95 CNY per share, reflecting a year-to-date increase of 47.14% and a recent decline in trading volume [1][2]. Company Overview - Shanghai Prit Composite Materials Co., Ltd. was established on October 28, 1999, and listed on December 18, 2009. The company specializes in the research, production, sales, and service of polymer new materials and their composites [1]. - The main revenue composition includes: general modified materials (44.47%), engineering modified materials (17.05%), lithium iron phosphate lithium-ion batteries (15.42%), and others [1]. Financial Performance - For the period from January to September 2025, Prit achieved an operating income of 6.787 billion CNY, representing a year-on-year growth of 18.29%. The net profit attributable to shareholders was 325 million CNY, marking a significant increase of 55.42% [2]. - Since its A-share listing, Prit has distributed a total of 680 million CNY in dividends, with 183 million CNY distributed over the past three years [3]. Shareholder Information - As of October 10, 2025, Prit had 28,900 shareholders, with an average of 26,831 circulating shares per person, showing a slight decrease [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 18.5062 million shares, and Southern CSI 1000 ETF, holding 6.105 million shares, both of which have seen a reduction in their holdings [3]. Market Activity - On November 17, Prit's stock price fell by 2.04%, with a trading volume of approximately 94.81 million CNY and a turnover rate of 0.86%. The total market capitalization stands at 15.517 billion CNY [1]. - The stock has seen a recent net outflow of 14.71 million CNY in principal funds, with significant selling pressure observed [1].

聚丙烯：短期不追空，中期趋势仍有压力 国泰君安期货研究所·张驰 投资咨询从业资格号：Z0011243 日期：2025年11月16日 Guotai Junan Futures all rights reserved, please do not reprint 1 本周PP观点：短期不追空，中期趋势仍有压力 供应 周产量变化分析：本周国内聚丙烯产量82.22万吨，相较上周的79.65万吨增加2.57万吨，涨幅3.23%；相较去年同期的66.6万吨增加15.62万 吨，涨幅23.45%。周内广西石化新装置投产，加之部分检修装置恢复开工，聚丙烯损失量数据高位回落，产量数据如期上涨。 周产能利用率变化分析：本期聚丙烯平均产能利用率79.63%，环比上升1.85%；中石化产能利用率77.47%，环比上升1.70%。周内洛阳石化 二线14万吨/年、海南乙烯STPP线30万吨/年等装置重启，使得中石化产能利用率上升。东华能源（张家港）、广西石化二线等装置重启， 使得聚丙烯平均产能利用率上升。 下周来看，东莞巨正源120万吨/年装置计划外停车，云天化、广东石化二线等存检修计划，镇海炼化三线计划重启，聚丙烯计划内检修损 失量预 ...

摘要：【图】2025年6月安徽省初级形态的塑料产量数据 2025年1-6月初级形态的塑料产量分析： 据国家统计局数据，在2025年的前6个月，安徽省规模以上工业企业初级形态的塑料产量累计达到了 148.9万吨，与2024年同期的数据相比，下降了2.3%，增速较2024年同期高2.4个百分点，增速较同期全 国低12.6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7012.34753万吨的比重为2.1%。 图表：安徽省初级形态的塑料产量分月（累计值）统计 2025年6月初级形态的塑料产量分析： 石油化工行业最新动态 石油现状及发展前景 化工发展前景趋势分析 日化的现状和发展趋势 润滑油行业现状与发展趋势汽油市场现状及前景分析 柴油市场调研与发展前景 橡胶发展现状及前景预测 塑料市场调研及发展趋势 化妆品行业监测及发展趋势清洁护肤未来发展趋势预测 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。 单独看2025年6月份，安徽省规模以上工业企业初级形态的塑料产量达到了27.4万吨，与2024年同期的 数据相比，6月份的产量增长了6.1%，增速较2024年同期高15.6个百分点，增速较同期全 ...

公司公告汇总 浙江海正生物材料股份有限公司股东减持股份结果公告 浙江海正生物材料股份有限公司持股5%以上股东中国石化集团资本有限公司因经营发展资金需求，于 2025年10月28日至11月11日通过集中竞价交易方式累计减持公司股份2,026,700股，占公司总股本的 1%，减持价格区间为12.84～13.49元/股，减持总金额26,732,065.79元。本次减持计划已实施完毕，减持 后中石化资本持有公司股份10,788,194股，占公司总股本的5.32%。本次实际减持情况与此前披露的减 持计划一致。 本周关注点 股本股东变化 股东增减持 11月12日海正生材发布公告，股东中国石化集团资本有限公司于2025年11月1日至11月11日间合计减持 124.32万股，占公司目前总股本的0.6134%，变动期间该股股价上涨1.74%，截止11月11日收盘报13.42 元。 截至2025年11月14日收盘，海正生材（688203）报收于13.46元，较上周的13.26元上涨1.51%。本周， 海正生材11月13日盘中最高价报13.93元。11月12日盘中最低价报13.19元。海正生材当前最新总市值 27.28亿元，在塑料 ...

Report Industry Investment Rating - The report does not provide an industry investment rating. Core Viewpoint - The LLDPE market has partial supply disturbances, and attention should be paid to import pressure. The raw - material end crude oil price fluctuates, the profit of the monomer link is compressed, the PE disk is under downward pressure, the downstream has strong rigid demand support, but the willingness of middle - and downstream players to hold goods has weakened after last week's decline, and the upstream mainly tries to hold prices, resulting in passive accumulation of factory inventories and a slight strengthening of the basis. In the short - term, the contradiction is not significant, but in the medium - term, attention should be paid to the supply - demand pressure brought by high existing production capacity and weakening demand [1][2] Summary by Related Catalogs Fundamental Tracking - Futures: The closing price of L2601 yesterday was 6818, with a daily increase of 0.44%, the trading volume was 374,936, and the position decreased by 5,317. The 01 - contract basis was - 28, the same as the previous day; the 01 - 05 contract spread was - 75, an increase of 1 compared to the previous day. - Spot prices: The prices in North China, East China, and South China were 6,790 yuan/ton, 6,900 yuan/ton, and 7,050 yuan/ton respectively. The North China price increased by 30 yuan/ton compared to the previous day, while the East and South China prices remained unchanged [1] Spot News - The futures disk was under pressure, the North China LL basis gradually repaired to around par, and the number of warehouse receipts decreased recently. The linear prices in North China, East China, and South China had partial fluctuations of 10 - 30 yuan/ton, 20 - 30 yuan/ton, and 50 - 70 yuan/ton respectively. The mainstream price of the domestic LLDPE market was 6,760 - 7,450 yuan/ton. The linear futures opened low and fluctuated upward, but the market trading atmosphere was not significantly boosted. Traders quoted prices according to the market. In the downward market, downstream players had a bearish attitude and reduced their willingness to purchase raw materials, resulting in difficulty in increasing overall trading volume [1] Market Condition Analysis - The raw - material end crude oil price fluctuates, the profit of the monomer link is compressed, the PE disk is under downward pressure. The downstream agricultural film and packaging film industries have strong rigid demand support, but after last week's decline, the willingness of middle - and downstream players to hold goods has weakened. The upstream mainly tries to hold prices, resulting in passive accumulation of factory inventories and a slight strengthening of the basis. On the supply side, Guangxi Petrochemical is gradually starting up, but the unplanned maintenance volume in November has increased compared to expectations, and the short - term contradiction is not significant. In the medium - term, attention should be paid to the supply - demand pressure brought by high existing production capacity and weakening demand [2] Trend Intensity - The LLDPE trend intensity is 0, indicating a neutral trend [3]