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[PE Morning Briefing] Limited Marginal Improvement in Supply and Demand, Prices Continue Range-bound Movement

Longzhong 2025-08-29 08:39:25

1. Focus Points

1 Cost side: The instability of the Russia-Ukraine situation persists, coupled with the remaining benefits of the US traditional peak fuel consumption season, leading to a rise in international oil prices. NYMEX crude oil futures for the October contract increased by $0.45 per barrel to $64.60, a rise of 0.70% compared to the previous period; ICE Brent crude futures for the October contract increased by $0.57 per barrel to $68.62, a rise of 0.84% compared to the previous period. 。

2 Current parking device: Currently, parking facilities involve 28 sets of polyethylene units, with the addition of the Qilu Petrochemical unit undergoing maintenance.

3 Yesterday's Market Review: The domestic polyethylene market prices slightly declined yesterday, with a decrease of 1-5 yuan/ton. Downstream buyers resist high prices and show weak willingness to restock. Traders mostly offer discounts to clear inventory, resulting in sluggish transactions.

Core logic: Limited marginal improvement in supply and demand; prices continue to fluctuate within a range.

2. Price List Form

Variety	Category	2025/8/27	2025/8/28	Change in Value	Change in price percentage
HDPE	Low-pressure film material	8003	8002	-1	-0.01%
HDPE	Low-pressure low-melting injection molding plastic	7573	7572	-1	-0.01%
HDPE	Low voltage drawing material	7980	7978	-2	-0.03%
HDPE	Low-pressure small and medium hollow materials	7592	7591	-1	-0.01%
LDPE	High-voltage film material	9699	9694	-5	-0.05%
LLDPE	Linear melt index 2 film grade	7466	7461	-5	-0.07%
Data Source: Longzhong Information

3. Market Outlook

At the end of the month, there are few spot market resources available, and supply faces no pressure; downstream operating rates are improving slowly, with purchases mostly made to meet just-in-time demand. Costs provide slight support, so overall, the marginal improvement in supply and demand is limited, and prices continue to fluctuate within a range.

4. Data Calendar

Data	Release Date	Previous Data	Next period trend forecast
PE Total Inventory of Manufacturing Enterprises (10,000 Tons)	Wednesday 5:00 PM	50.19	↘
PE Social Sample Repository Inventory	Tuesday 5:00 PM	0.99%	↘
PE Weekly Production (10,000 tons)	Thursday 5:00 PM	61.78	↗
PE Maintenance Impact Volume (10,000 tons)	Thursday 5:00 PM	13.20	↘
PE Weekly capacity utilization rate	Thursday 5:00 PM	78.68%	↗
PE Capacity Utilization Rate of Downstream Industries	Thursday 5:00 PM	0.30%	↗
PE Mentality Survey	Thursday 12:00 AM	-5.45%	↘
Data Source: Longzhong Information Remarks: 1 Treat ↓↑ as significant fluctuations, highlighting data dimensions where the increase or decrease exceeds 3%. 2 Regard ↗↘ as narrow fluctuations, highlighting data with changes within 0-3%.

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[PE Morning Briefing] Limited Marginal Improvement in Supply and Demand, Prices Continue Range-bound Movement

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