格隆汇8月7日丨骏鼎达(301538.SZ)在互动平台表示，公司主营业务为高分子改性保护材料的设计、研 发、生产与销售，核心产品包括功能性保护套管和单丝等，目前主要应用领域覆盖汽车、工程机械、通 讯电子、轨道交通等。公司已掌握材料改性配方核心技术与自主开发能力，将持续深耕高分子改性保护 材料的研发与应用拓展，并密切关注行业技术发展动态，积极进行新兴领域的技术储备。 ...

Investment Rating - The report provides a cautious outlook on the polyolefin and styrene industry, suggesting a "hold" or "wait-and-see" approach for investors [15]. Core Insights - The overall market for polyolefins has shown limited volatility, with slight increases in polyethylene prices and minor declines in polypropylene prices. The LLDPE contract closed at 7884 CNY/ton, up 0.92%, while the PP contract closed at 7378 CNY/ton, down 0.24% [1][5]. - The report highlights a recovery in downstream demand, although raw material inventories at factories remain high, leading to cautious purchasing behavior [2][3]. - Supply pressures persist due to new polyethylene facilities coming online, while polypropylene production is slightly adjusted due to maintenance [2][3]. - The styrene market is experiencing a slight upward trend, with the EB04 contract closing at 8597 CNY/ton, up 0.40% [5][7]. Summary by Sections 1. Strategy Recommendations - LLDPE: Anticipated short-term fluctuations with support at 7600-7650 CNY/ton and resistance at 7900-7950 CNY/ton [15]. - PP: Expected to follow cost fluctuations with support at 7150-7200 CNY/ton and resistance at 7550-7600 CNY/ton [15]. - Styrene: Marginal improvement in supply-demand balance, with support at 8200-8250 CNY/ton and resistance at 9100-9150 CNY/ton [15]. 2. Futures Market Situation - LLDPE futures showed a closing price of 7884 CNY/ton with a weekly increase of 0.92% [16]. - PP futures closed at 7378 CNY/ton, reflecting a slight decrease of 0.24% [16]. - Styrene futures closed at 8597 CNY/ton, with a weekly increase of 0.40% [17]. 3. Spot Market Situation - The domestic LLDPE market prices ranged from 8070 to 8700 CNY/ton, while PP prices varied between 7280 and 7530 CNY/ton [2]. - Styrene prices in the East China market were reported at 8635 CNY/ton, and in South China at 8800 CNY/ton [7]. 4. Supply and Demand Fundamentals - PE operating rates were reported at 82.76%, down 0.88%, while PP operating rates were at 77.23%, down 1.78% [2]. - Downstream demand is recovering, with various sectors showing increased operating rates, such as agricultural film at 40% and packaging at 48% [2]. - Inventory levels for two oils decreased to 86,000 tons, with PE social trade inventory at 19,126 tons and PP at 5,115 tons [3]. 5. Futures Market Positioning - The report indicates a mixed positioning in the futures market, with significant changes in open interest for various contracts [16][17].