2025 年第二季度主要经营数据公告 证券代码：601216 证券简称：君正集团 公告编号：临2025-026号 内蒙古君正能源化工集团股份有限公司 注：上表中列示的平均售价为不含税价。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性 陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据上海证券交易所《上市公司自律监管指引第 3 号——行业信息披露》之 《第十三号——化工》的要求，内蒙古君正能源化工集团股份有限公司（以下简 称"公司"）现将 2025 年第二季度主要经营数据披露如下： 一、主要产品的产量、销量及收入实现情况 | | | | | | | 单位：万吨、万元 | | --- | --- | --- | --- | --- | --- | --- | | 主要产品 | 年 2025 | 月 4-6 | 年 2025 | 月 4-6 | 年 2025 4-6 | 月 | | | 产量 | | 销量 | | 销售收入（不含税） | | | 聚氯乙烯 | | 23.24 | | 23.24 | 105,145.80 | | | 烧碱 | | 15.31 | | 15.25 ...

2025 年 8 月 26 日 硅铁：板块情绪带动，宽幅震荡 锰硅：板块情绪带动，宽幅震荡 李亚飞 投资咨询从业资格号：Z0021184 liyafei2@gtht.com 金园园（联系人） 期货从业资格号：F03134630 jinyuanyuan2@gtht.com 【基本面跟踪】 硅铁、锰硅基本面数据 期货研究 商 品 研 究 1、铁合金在线：8 月 25 日硅铁 72#：陕西 5300-5400，宁夏 5300-5400，青海 5300-5400，甘肃 5350-5450，内蒙 5300-5500；75#硅铁：陕西 5900-5950，宁夏 5700-5800，青海 5800-5850， 甘肃 5800-5850，内蒙 5800-5850（现金含税自然块出厂，元/吨）；硅铁 FOB：72#1030-1050， 75#1100-1130（美元/吨，含税）。硅锰 6517#北方报价 5700-5800（-50）元/吨；南方报价 5800- 5850 元/吨。（现金出厂含税报价） 2、铁合金在线：截止 8 月 22 日锰矿库存更新：天津港库存 361.28 万吨，环比下降 6.36 万吨；钦州 港库存 77 ...

投资咨询业务资格:证监许可[ 2012 ]31号 PVC数据日报 投资咨询证:Z0015946 国贸期货研究院 能源化工研究中心 陈一凡 ·· 人业资格证:F3054270 指标 2025/08/21 变动值 2025/08/22 煤炭 702 Q5500 702 0 兰炭 陕西中料 630 630 0 内蒙 2300 2350 50 电石 山东 2755 2755 0 期货 主力连续 15 5004 5019 华东SG-5 4740 4740 0 华南SG-5 4840 4830 -10 现货 华北SG-5 4750 4750 0 B 西北SG-5 -130 4650 4520 华东S-1000 5000 5000 0 华东 -264 -279 -15 基差 华南 -164 -25 -189 tell -254 -269 -15 山东电石法 -914- -914 0 利润 今日国内PVC粉市场价格窄幅整理,主流市场价格波动 幅度较小,局部市场价格重心小幅下移。期货区间震 荡,贸易商报盘变化不大,点价成交价格优势不明 显。下游采购积极较低,多数意向观望,现货成交清 淡,但部分出口接单尚可。5型电石料,华东主流 ...

Group 1 - The core viewpoint emphasizes the proactive measures taken by Yuyang District in Yulin City, Shaanxi Province to enhance the business environment and stimulate market potential, resulting in significant growth in market entities [1] - In the first half of the year, Yuyang District added 8,955 new market entities, bringing the total to nearly 110,000, indicating a robust growth in the local economy [1] Group 2 - Yuyang District has established a comprehensive service system for enterprises, focusing on "cultivation, guarantee, and empowerment" to support business development [2] - The district implemented a "small to standard" growth mechanism, providing a one-time reward of 200,000 yuan for recognized "specialized, refined, unique, and innovative" enterprises, facilitating their advancement [2] - The "Elite Entry into Enterprises" program has successfully recruited 100 outstanding university graduates annually to support private enterprises, alongside customized training for over 500 industry talents each year [2] Group 3 - Yuyang District is actively promoting digital transformation among small and medium-sized enterprises, enhancing production efficiency through intelligent processes and cloud-based management systems [3] - The district is focusing on building a modern industrial structure by strengthening and extending industrial chains, particularly in the cashmere processing and light textile industries [3] - Traditional industries like coal and liquor are undergoing technological upgrades to enhance competitiveness through low-carbon and energy-saving technologies [3] Group 4 - The district is working to activate consumer market potential through urban-rural integration and online-offline synergy, leading to a vibrant market environment [4] - The optimization of commercial structures includes the development of historical and high-end consumption districts, as well as the establishment of smart commercial complexes [4] - A budget of over 5 million yuan has been allocated to enhance the county-level commercial system, facilitating efficient resource flow between urban and rural areas [4]

证券代码：600935 证券简称：华塑股份 公告编号：2025-062 安徽华塑股份有限公司 | 原材料 | 2025 年 | 1-6 月均价 (元/吨) | 2024 | 年 1-6 (元/吨) | 月均价 | 变动幅度（%） | | --- | --- | --- | --- | --- | --- | --- | | 混煤 | | 614.71 | | | 742.32 | -17.19 | | 兰炭 | | 993.17 | | | 1,273.10 | -21.99 | | 焦粒 | | 1,292.47 | | | 1,654.37 | -21.88 | 三、报告期内未发生其他对公司生产经营具有重大影响的事项 2025 年半年度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 安徽华塑股份有限公司（以下简称"公司"）根据上海证券交易所《上市公 司行业信息披露指引第十三号——化工》等有关规定，现将公司 2025 年半年度 主要经营数据披露如下： 二、主要产品和原材料的价格变动情况 主要产品 2025 ...

氯碱日报 | 2025-08-14 液碱去库，山东主力下游采购价上调 市场要闻与重要数据 PVC: 市场分析 PVC： 期货价格及基差：PVC主力收盘价5016元/吨（-31）；华东基差-136元/吨（+31）;华南基差-76元/吨（+31）。 现货价格：华东电石法报价4880元/吨（+0）；华南电石法报价4940元/吨（+0）。 上游生产利润：兰炭价格595元/吨（+0）；电石价格2780元/吨（+0）；电石利润14元/吨（+0）；PVC电石法生产毛 利-252元/吨（-231）；PVC乙烯法生产毛利-489元/吨（-10）；PVC出口利润6.9美元/吨（-2.1）。 PVC库存与开工：PVC厂内库存33.7万吨（-0.8）；PVC社会库存48.1万吨（+3.3）；PVC电石法开工率77.83%（+3.41%）； PVC乙烯法开工率77.55%（+7.31%）；PVC开工率77.75%（+4.49%）。 下游订单情况：生产企业预售量83.2万吨（-2.2）。 烧碱： 期货价格及基差：SH主力收盘价2481元/吨（-21）；山东32%液碱基差19元/吨（+21）。 现货价格：山东32%液碱报价800元/吨（+ ...

Report Summary 1) Report Industry Investment Rating - Not provided in the report 2) Core View of the Report - Due to the high uncertainty of macro - policies, it is recommended to remain on the sidelines [1] 3) Summary by Relevant Catalogs Price and Index Changes - Coal (Q5500) price increased from 685 to 690, with a change of 5 [1] - Lanthanum charcoal (Shaanxi medium material) price remained unchanged at 620 [1] - Inner Mongolia calcium carbide price remained unchanged at 2450, and Shandong calcium carbide price remained unchanged at 2780 [1] - Futures (main continuous) price increased from 5010 to 5047, with a change of 37 [1] - Spot prices of different PVC types (such as East China SG - 5, South China SG - 5, etc.) showed varying degrees of increase [1] - Basis in East China decreased from - 120 to - 137, with a change of - 17; in Central - South, it increased from - 110 to - 107, with a change of 3; in North China, it decreased from - 140 to - 147, with a change of - 7 [1] - Shandong calcium carbide - based profit increased from - 840 to - 810, with a change of 30; Inner Mongolia calcium carbide - based profit increased from - 548 to - 528, with a change of 20 [1] - CFR China remained unchanged at 701, CFR Southeast Asia remained unchanged at 679, and FAS Houston decreased from 632 to 627, with a change of - 5 [1] Market Conditions - PVC paste enterprises' quotes were mainly stable, with sporadic grades showing narrow - range flexibility. Traders focused on shipments, the overall market trading atmosphere was average, downstream procurement enthusiasm was insufficient, and most purchases were made as needed, with some waiting - and - seeing sentiment [1] Production and Inventory - Total PVC production start - up rate increased from 76.84% to 79.46%, with a change of 2.62%; calcium carbide - based start - up rate increased from 76.03% to 78.65%, with a change of 2.62%; ethylene - based start - up rate increased from 78.99% to 81.49%, with a change of 2.5% [1] - East China inventory increased from 39.48 to 42.37, with a change of 2.89; Central - South inventory increased from 5.32 to 5.71, with a change of 0.39; social inventory increased from 44.8 to 48.08, with a change of 3.28 [1]

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints - PVC is in a phase of oscillating downward, and the later price center is expected to decline. The supply of PVC continues the weak trend, with high - yield production maintained. Domestic and export demands are weakening, and social inventory is continuously accumulating. However, recently, as coal prices strengthen, the cost - chain support of coal - based production has strengthened, which may limit the downward space [6]. 3. Summaries According to Related Catalogs 3.1 Fundamental Supply and Demand Supply - The risk lies in the possible upward shift of the entire industrial chain price from coal to calcium carbide if coal prices rise in the future, and the cost - side support is expected to strengthen [9]. - In 2025, the first - quarter has seen a new production capacity of 500,000 tons. Fujian Wanhua's 500,000 - ton capacity was put into production on August 2, and the annual production capacity growth rate is expected to be 6.37%. The pressure of production capacity release remains high. - On August 8, the overall operating load rate of PVC powder was 77.75%, a 4.49% increase from the previous period (due to planned maintenance). The annual cumulative production is expected to have a year - on - year growth rate of 3.23% [13]. Demand - **Domestic demand**: The current downstream operating rate is at a low level compared to the same period last year, especially for pipe enterprises. Domestic downstream product enterprises continue to purchase at low prices and resist high - priced raw materials. There is a seasonal weakening due to high - temperature in summer [10]. - **Export**: On August 8, the export order volume sample of PVC production enterprises decreased by 5.08% compared to the previous period and increased by 1.89% year - on - year [14]. Inventory - As of August 8, the total inventory of the original sample warehouses in East and South China was 457,600 tons, a 7.44% increase from the previous period and a 14.74% decrease year - on - year. The total inventory of the expanded sample warehouses in East and South China was 718,400 tons, a 6.73% increase from the previous period and an 18.35% decrease year - on - year [11]. 3.2 Disk Data - The PVC price was oscillating this week, mainly due to the game between cost and supply - demand. In terms of supply - demand, the supply remained high, new production capacity was yet to be fully released, while the downstream was still in the off - season, social inventory continued to increase, and registered warehouse receipts also increased. However, on the cost side, driven by the rise in coal prices, semi - coke enterprises raised prices, and the supply of calcium carbide enterprises decreased under the influence of power restrictions, leading to an increase in the cost of the industrial chain. - The basis was at a discount to the disk. This week, the East China 09 basis was around - 200; the 9 - 1 spread was weakly running at - 140. - The position of the 09 contract decreased to around 635,000 lots, and the warehouse receipts increased to around 63,200 lots [21]. 3.3 Regional and Quality Spreads - **Regional spread**: The spread between East and South China's calcium - carbide - based PVC weakened to - 127, and the spread between East and North China's calcium - carbide - based PVC weakened to - 27. - **Ethylene - calcium carbide spread**: The ethylene - calcium carbide spread oscillated around 307 [33]. 3.4 Profit Performance - **Calcium - carbide - based profit**: The current calcium - carbide - based production capacity accounts for 74%. The comprehensive profit of calcium - carbide - based production has shrunk, mainly because the cost has strengthened while the PVC spot price has been weakly oscillating. - For northwest integrated enterprises, the price of semi - coke, a cost factor, increased slightly this month, and the comprehensive profit decreased slightly to around 500 yuan/ton. - For enterprises purchasing calcium carbide, the price of calcium carbide increased this week. The comprehensive profit of northwest enterprises purchasing calcium carbide decreased to around 800 yuan/ton, and the comprehensive profit of chlor - alkali enterprises in Shandong was compressed to near the break - even point [43][44]. - **Ethylene - based profit**: The current ethylene - based production capacity accounts for about 23.5% (excluding coal - to - methanol - to - ethylene). The adjustment range of the ethylene - based PVC spot price was limited. The profit of enterprises purchasing vinyl chloride was slightly profitable, while the profit of enterprises purchasing ethylene was a loss of 100 yuan/ton [45]. 3.5 Industry - related Product Situation Semi - coke - This week (August 8), the semi - coke price increased slightly. The medium - grade semi - coke in the Shaanxi market was traded at 620 - 650 yuan/ton. The cost pressure of semi - coke production enterprises remained under the firm coal price, and the production enthusiasm of most enterprises was average. Some enterprises had limited inventory, which supported a narrow increase in the ex - factory price, and the price remained stable after the increase. Downstream users mainly purchased on - demand, and the enthusiasm for inventory replenishment was not high. The limestone price remained stable, and the mainstream ex - factory price in Wuhai was 55 - 70 yuan/ton. - On August 8, the operating rate of semi - coke sample enterprises was 54.22%, a 0.57% increase from the previous period. - In the future, the coal consumption of downstream power plants may increase due to high - temperature in August, and the cost pressure will still exist. In addition, the demand for small - sized semi - coke and foreign trade orders are expected to increase, so semi - coke still has room for improvement. The trend of coal prices and the inventory of semi - coke enterprises need to be monitored [66]. Calcium Carbide - This week (August 8), the overall price of calcium carbide shifted upward. The market price of calcium carbide in Wuhai increased from 2,250 yuan/ton to 2,340 yuan/ton, a 90 - yuan increase from the previous week. The supply decreased due to maintenance or peak - shaving production, and the price center of calcium carbide in most northwest regions shifted upward. The purchase prices in central and northern China remained stable. - On August 8, the average operating load rate of the calcium carbide industry decreased to 68.89%, a 3.94% decrease from the previous period. One reason is the unstable power supply in Inner Mongolia, and some calcium carbide plants in Wuhai were affected by peak - shaving production. The other reason is that some calcium carbide plants in Ningxia and Gansu were affected by the increase in electricity prices and carried out maintenance or peak - shaving production. - In the future, some affected calcium carbide plants this week are expected to resume production, but the increase in the operating rate may be limited due to peak - shaving production in Inner Mongolia. During the peak electricity - consumption season in August, the operating rate may be unstable. On the demand side, the demand for calcium carbide from PVC plants increased in the first half of August but is expected to be limited in the second half. The semi - coke price may be firm, and the impact of coal - related policies needs to be monitored. Overall, the supply - demand support for calcium carbide is relatively limited, but if the supply decreases more than expected due to peak - shaving production or if the coal price increase is transmitted to the entire coal - based cost chain, the calcium carbide price may rebound [70][75]. Caustic Soda - This week (August 8), the caustic soda market changed little. The price of 32% ionic membrane caustic soda decreased by 10 - 60 yuan/ton in some areas and increased by 10 - 110 yuan/ton in others. The non - aluminum demand in Shandong, Hebei, and South China was weak during the off - season, and the mainstream transaction price center shifted downward. The price in the southwest region increased slightly due to plant maintenance. - On August 8, the weekly operating rate of the caustic soda sample was 85.1%, a 1.2% increase from the previous period, and the weekly inventory was 461,700 tons, an 8.84% increase from the previous period. - In the future, most chlor - alkali enterprises will operate normally, with sufficient supply. During the off - season, downstream users will mainly purchase on - demand. The overall price may be weak, but the price in some areas may increase slightly due to maintenance and low inventory [80]. 3.6 Supply - **Production capacity growth**: The production capacity growth rate in the third quarter is 3.18%, and the annual growth rate is expected to be 6.37%. Fujian Wanhua's 500,000 - ton capacity was put into production on August 2, Bohua Development's 400,000 - ton ethylene - based plant was tested in July and is expected to be in full production in August. Qingdao Gulf's 200,000 - ton ethylene - based plant is planned to be put into production in the third quarter; Jiahua Energy's 300,000 - ton plant is planned for the third or fourth quarter, and other plants may be postponed. The annual production capacity growth rate may be around 6.4%, and the relatively certain growth rate in the third quarter may be 3.18% (900,000 tons/28.33 million - ton capacity) [84]. - **Operation and maintenance**: The theoretical loss due to shutdown and maintenance this week (including long - term shutdown enterprises) was 54,240 tons, a decrease of 27,180 tons from the previous week. Only Ordos No. 2 Factory is planned to be under maintenance next week, and some previously maintained enterprises may resume production. The maintenance loss is expected to decrease next week. The annual cumulative production is expected to have a year - on - year growth rate of 3.23%. The risk is that the upward shift of the entire industrial chain price from coal to calcium carbide may strengthen the cost support [85]. 3.7 Import and Export - In June 2025, the PVC import volume was 24,000 tons, a 63.80% increase from the previous month. The cumulative import from January to June was 124,300 tons, a 32.61% increase from the same period last year, and the cumulative year - on - year growth rate was 0.51%. The import sources are mainly the United States and Northeast Asia regions, and the import remains at a low level, with an import dependence of about 1%. - In June 2025, the PVC export volume was 262,000 tons, a 27.61% decrease from the previous month. The cumulative export from January to June was 1.9606 million tons, a 21.03% increase from the same period last year, and the cumulative year - on - year increase was 50.20%. The main destination is still India. - In June 2025, the export volume of Chinese PVC floor materials was 323,600 tons, an 8.09% decrease from the previous month. The cumulative export volume from January to June was 2.091 million tons, an 11.14% decrease from the same period last year. The main destinations are the United States and Canada [113]. 3.8 Downstream Demand - The current downstream operating rate is at a low level compared to the same period last year, especially for pipe enterprises. Domestic downstream product enterprises continue to purchase at low prices and resist high - priced raw materials. There is a seasonal weakening due to high - temperature in summer [136]. - **Real estate**: From January to June, the cumulative year - on - year decline in real estate investment was 11.2%, and the decline slightly expanded; the cumulative year - on - year decrease in new construction area was 20%. The investment confidence has not recovered, and the willingness to start construction is poor. The front - end indicators such as investment, new construction, construction, and completion all showed significant year - on - year declines, indicating that the capital pressure of real estate enterprises has not been substantially relieved, and the development willingness remains weak. Although the decline in the sales end has narrowed, a 3.5% year - on - year decline still shows that the recovery momentum of the demand end is insufficient, and there is a time lag in the transmission of policy relaxation to the market. The real estate market may still be in a downturn, and the demand for PVC may continue to shrink [155][156]. 3.9 Inventory - On August 8, some production enterprises tried to maintain prices, the arbitrage space for traders was limited, and the procurement enthusiasm of hedgers was average. Some factories received fewer orders. Some enterprises had high pre - sales in the previous period and mainly delivered previous orders this week. The salable inventory of sample production enterprises increased compared to the previous period, reaching 496,500 tons, an increase of 42,150 tons. The factory inventory of sample production enterprises decreased slightly compared to the previous period, reaching 327,250 tons, a decrease of 13,430 tons. - As of August 8, due to the decrease in maintenance on the supply side of domestic PVC, the increase in operation, and the normal market arrival, the market price first decreased and then increased, and the downstream's enthusiasm for receiving orders was poor. The total inventory in East and South China continued to increase. As of September 1, the original sample inventory in East China was 405,000 tons, a 7.31% increase from the previous period and an 18.58% decrease year - on - year. The expanded sample inventory in East China was 665,800 tons, a 6.60% increase from the previous period and a 20.76% decrease year - on - year. The sample inventory in South China was 52,600 tons, an 8.45% increase from the previous period and a 32.83% increase year - on - year. The total inventory of the original sample warehouses in East and South China was 457,600 tons, a 7.44% increase from the previous period and a 14.74% decrease year - on - year. The total inventory of the expanded sample warehouses in East and South China was 718,800 tons, a 6.73% increase from the previous period and an 18.35% decrease year - on - year [171].

瑞达期货研究院 「2025.08.08」 硅铁市场周报 关税降息&情绪反复，利润改善供应回升 研究员：徐玉花 期货从业资格号F03132080 期货投资咨询从业证书号 Z0021386 关 注 我 们 获 取 更 多 资 讯 业 务 咨 询 添 加 客 服 目录 1、周度要点小结 2、期现市场 3、产业链情况 「 周度要点小结2」 行情回顾及展望 3 来源：瑞达期货研究院 图2、硅铁跨期价差走势图 来源：wind 瑞达期货研究院 1. 宏观方面，7月30日，中国钢铁工业协会六届十一次理事（扩大）会议在京召开。会议围绕"控产能、反内卷、强协同、促转型" 展开深度研讨；交通运输部、财政部、自然资源部印发《新一轮农村公路提升行动方案》，到2027年，全国完成新改建农村公 路30万公里。 2. 海外方面，美国总统特朗普表示，美国将对芯片和半导体征收约100%的关税，如果在美国制造，将不收取任何费用，受此影 响，苹果公司承若投资6000亿美金；美国总统特朗普签署行政命令，对来自印度的商品加征25%的额外关税，从而使印度面临 的总关税税率达到50%，莫迪强硬回应，面对50%关税永不妥协，已准备好付出沉重代价。印度被爆还没 ...

Report Industry Investment Rating No relevant content provided. Report's Core View - The overall supply pressure of PVC is strong, and the domestic demand recovery is sluggish. The current demand may remain weak, and it is necessary to continuously monitor macro - policies and export trends. PVC2509 is expected to fluctuate in the range of 4992 - 5110 [9][13]. - There are both positive and negative factors in the market. Positive factors include supply resumption, cost support from calcium carbide and ethylene, and export benefits. Negative factors include the rebound of overall supply pressure, high - level and slow - consuming inventory, and weak domestic and foreign demand [12]. Summary According to Related Catalogs 1. Daily View - **Base Spread**: On August 6th, the price of East China SG - 5 was 4980 yuan/ton, and the basis of the 09 contract was - 71 yuan/ton, with the spot at a discount to the futures, showing a bearish signal [10]. - **Inventory**: Factory inventory was 34534 tons, a 3.28% decrease from the previous period. Calcium carbide factory inventory was 26919 tons, a 3.12% decrease, and ethylene factory inventory was 7615 tons, a 3.85% decrease. Social inventory was 44800 tons, a 4.91% increase. The production enterprise's inventory - holding days were 5.8 days, a 3.33% decrease, presenting a bearish situation [10]. - **Market Chart**: MA20 is upward, and the futures price of the 09 contract closed below MA20, showing a neutral signal [10]. - **Main Position**: The main position is net short, and the short position is decreasing, indicating a bearish signal [10]. 2. Fundamental/Position Data - **Supply Side**: In July 2025, PVC production was 2.00461 million tons, a 0.67% increase from the previous month. This week, the sample enterprise's capacity utilization rate was 76.84%, with no change from the previous week. Calcium carbide - based enterprise production was 32458 tons, a 4.06% decrease, and ethylene - based enterprise production was 12770 tons, a 12.82% increase. Supply pressure increased this week, and next week, it is expected that maintenance will decrease and production scheduling will increase significantly [7]. - **Demand Side**: The overall downstream operating rate was 42.05%, a 0.169 - percentage - point increase from the previous period, lower than the historical average. The downstream profile operating rate was 37%, a 1 - percentage - point decrease, lower than the historical average. The downstream pipe operating rate was 32.96%, a 0.439 - percentage - point increase, lower than the historical average. The downstream film operating rate was 77%, unchanged from the previous period, higher than the historical average. The downstream paste resin operating rate was 70.82%, a 5.25 - percentage - point decrease, higher than the historical average. Shipping costs are expected to rise, and the domestic PVC export price is competitive. Current demand may remain weak [8]. - **Cost Side**: The profit of calcium carbide method was - 20.9487 yuan/ton, with the loss decreasing by 84% from the previous period, lower than the historical average. The profit of ethylene method was - 478.9958 yuan/ton, with the loss decreasing by 5% from the previous period, lower than the historical average. The double - ton price difference was 2730.05 yuan/ton, with the profit increasing by 1.4% from the previous period, higher than the historical average. Production scheduling may increase [8]. 3. PVC Market Overview - The report presents yesterday's PVC market data, including price changes of different types of PVC, inter - month spreads, inventory data, downstream operating rates, profit, cost, and other information [16]. 4. PVC Futures Market - Basis Trend The report shows the historical data of PVC basis, spot price, and main contract closing price, helping to analyze the relationship between the spot and futures markets [19]. 5. PVC Futures Market - Spread Analysis - Main Contract Spread The report shows the historical data of the main contract spreads of PVC futures, which is helpful for understanding the price differences between different contracts [25]. 6. PVC Fundamental - Calcium Carbide Method - **Lancoke**: It shows the historical data of Lancoke prices, cost - profit, operating rate, inventory, and daily production, which is helpful for analyzing the impact of Lancoke on the calcium carbide method of PVC production [28]. - **Calcium Carbide**: It shows the historical data of calcium carbide prices, cost - profit, operating rate, maintenance loss, and production, which is helpful for analyzing the impact of calcium carbide on the calcium carbide method of PVC production [31]. - **Liquid Chlorine and Raw Salt**: It shows the historical data of liquid chlorine prices, production, raw salt prices, and production, which is helpful for understanding the cost factors in the calcium carbide method of PVC production [33]. - **Caustic Soda**: It shows the historical data of caustic soda prices, cost - profit, operating rate, production, maintenance volume, apparent consumption, double - ton price difference, and inventory, which is helpful for analyzing the impact of caustic soda on the calcium carbide method of PVC production [35][38]. 7. PVC Fundamental - PVC Supply Trend It shows the historical data of calcium carbide method and ethylene method capacity utilization rates, profit, daily production, weekly maintenance volume, weekly capacity utilization rate, and weekly production of PVC, which is helpful for analyzing the supply situation of PVC [40][41]. 8. PVC Fundamental - Demand Trend - It shows the historical data of PVC daily trader sales volume, weekly pre - sales volume, production - sales ratio, apparent consumption, downstream average operating rate, and the operating rates of different downstream products (profiles, pipes, films, paste resin). It also shows the historical data of real - estate investment, construction area, new construction area, sales area, completion area, social financing scale increment, M2 increment, local government new special bonds, and infrastructure investment (excluding electricity) year - on - year, which is helpful for analyzing the demand situation of PVC [43][45][47]. - For paste resin, it shows the historical data of profit, monthly production, cost, and apparent consumption [50][53]. 9. PVC Fundamental - Inventory It shows the historical data of exchange warehouse receipts, calcium carbide factory inventory, ethylene factory inventory, social inventory, and production enterprise inventory days, which is helpful for analyzing the inventory situation of PVC [60]. 10. PVC Fundamental - Ethylene Method It shows the historical data of vinyl chloride imports, dichloroethane imports, PVC exports, ethylene method FOB price difference (Tianjin - Taiwan), and vinyl chloride import price difference (Jiangsu - Far East CIF), which is helpful for analyzing the ethylene - based PVC market [62]. 11. PVC Fundamental - Supply - Demand Balance Sheet It shows the monthly supply - demand data of PVC from June 2024 to July 2025, including exports, demand, social inventory, factory inventory, production, and imports, and presents the monthly supply - demand trend chart of PVC [65].