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地膜集中需求尚未开启 塑料期货盘面或易跌难涨
Jin Tou Wang· 2026-02-05 07:12
Group 1 - The domestic futures market for energy and chemicals is experiencing a significant decline, with plastic futures showing a downward trend and a drop of approximately 1.98% [1] - The supply-demand dynamics for plastic are improving only marginally, with limited follow-up in the spot market and expectations of reduced competition in the chemical sector [1] - New production capacity for plastic has recently come online, leading to higher operating rates compared to polypropylene (PP), while demand for agricultural film has not yet peaked [1] Group 2 - Recent maintenance shutdowns at facilities such as Shanghai Petrochemical and Yulong Petrochemical have led to an increase in polyethylene (PE) production and capacity utilization rates [2] - The operating rates for downstream products, including agricultural and packaging films, are on a downward trend, indicating weak demand as companies prepare for the upcoming holiday [2] - The overall supply-demand data for PE is showing signs of weakening, with expectations of further declines in operating rates for agricultural films as the holiday approaches [3]