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【EVA Daily Review】Inventory holders face increased sales pressure, with the EVA market expected to remain weakly stable overall.

Longzhong 2025-03-28 17:51:44

1 Today's Summary

This week, the EVA petrochemical plant's ex-factory price remains stable.

This week, the EVA petrochemical plant is operating stably.

2 Spot Overview

Table 1: Summary of Domestic EVA Prices (Unit: RMB/ton)

Market	Grade	3 26th of the month	3 27th of the month	Rise and fall value	Price change percentage
Xiamen	Gulei USI-629	11400	11400	0	0%
Xiamen	Sinochem Quanzhou 00628	Shortage of goods: 11,500	short supply 11500	0	0%
Xiamen	Yangba 5110J	Shortage of 11,600 goods	Shortage of 11,600 goods	0	0%
Jiangsu	Yangba 5110J	Goods in short supply 11600	Goods short by 11,600.	0	0%
Jiangsu	Yangba 6110M	Less stock 11700	Short of goods by 11,700	0	0%
Jiangsu	PV 28-25	Reference 11600-11700	Reference 11600-11700	0	0%
Data source: Longzhong Information

Today, the atmosphere in the domestic EVA market is cautious, with transactions being negotiated. There is a generally wait-and-see attitude towards the photovoltaic demand in April, and holders of inventory are cautious, with both proactive sales and a wait-and-see approach being adopted. At the end of the month, EVA manufacturers have limited spot resources available, and the continued weak supply and demand situation persists, leading to a generally weak and cautious atmosphere. 。 By the close of trading: Soft materials are trading at 11,400-11,900 yuan/ton, while hard materials are trading at 11,300-11,800 yuan/ton.

Figure 1 Domestic EVA Price Trend Chart (RMB/ton)	Figure 2 Domestic EVA Price Trend Chart by Region (Yuan/Ton)

Data source: Longzhong Information	Data source: Longzhong Information

3 Production Dynamics

Domestic EVA petrochemical plants: Jiangsu Hongjing Line I is producing photovoltaic V2825, Line II is producing V6020M; Ningxia Baofeng is producing photovoltaic, Tianli Gaoxin is producing photovoltaic; the industry's capacity utilization rate remains high; additionally, in the South China market, the soft material price is consolidating at a high level of 11,400-11,800 yuan/ton, and the gross profit level of the domestic EVA industry is around 2,200 yuan/ton.

Figure 5: Trend Chart of Domestic EVA Capacity Utilization Rate	Figure 6 Domestic EVA Profit and Price Comparison (Yuan/ton)

Data source: Longzhong Information	Data source: Longzhong Information

4 Price prediction

In the short term, the domestic EVA market fundamentals lack news guidance, and the demand from the photovoltaic sector is providing temporary support. However, the downstream foam terminal demand is following up slowly, making it difficult for transaction performance to improve significantly. Inventory holders are under greater pressure to sell, leading to continuous supply and demand博弈.隆众资讯预计国内EVA市场短期内将弱势整理为主。 (Note: The phrase "供需博弈持续" was translated as "supply and demand博弈" because "博弈" directly translates to "gambling" or "game theory" in English. However, in this context, it likely means "competition" or "struggle". Unfortunately, the exact phrase in English that captures this meaning is not provided here.) A better translation would be: However, the downstream foam terminal demand is following up slowly, making it difficult for transaction performance to improve significantly. Inventory holders are under greater pressure to sell, leading to continuous supply and demand competition.隆众资讯预计国内EVA市场短期内将弱势整理为主。 (Here, "供需博弈持续" is translated as "continuous supply and demand competition.")

5 , related product information

1 Ethylene: CFR Northeast Asia was stable at $855 per ton on March 27, while CFR Southeast Asia remained unchanged at $920 per ton. Sinopec Chemical Sales East China Branch's ethylene price remains stable at 7100 yuan/ton, and Jinchang Lianmao's ethylene price is also at 7100 yuan/ton.

2 Vinyl acetate: East China Acetic Acid Ethylene market Negotiations for mainstream low to high-end products range from 5,850 to 6,000 yuan per ton, with petrochemical prices in the East China region at 6,050 to 6,100 yuan per ton. Users are purchasing based on demand, and the negotiation focus is shifting towards the lower end.

6 Data Calendar

Table 2 Domestic EVA Data Overview (Unit: Ten Thousand Tonnes)

Data	Release Date	Data	This period's trend forecast
EVA Capacity Utilization Rate	Thursday 16:00PM	86.47%	↑
EVA Weekly production	Thursday 4:00 PM	5.63	↗
Data source: Longzhong Information Note: 1 、↓↑ are considered as significant fluctuations, highlighting data dimensions with increases or decreases exceeding 3%. 2 ↗↘ are considered narrow fluctuations, highlighting data with price changes within 0-3%.

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【EVA Daily Review】Inventory holders face increased sales pressure, with the EVA market expected to remain weakly stable overall.

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