【PVC Daily Review】The Forward Maintenance Season Approaches, PVC Spot Market Stabilizes with Caution
1. Today's Summary
① Domestic PVC manufacturers' ex-factory prices were mostly stable today;
Qinzhou Huayi plans to drive soon, and the long-term maintenance dates will be announced successively.
Market concerns about potential supply risks have intensified, leading to a rise in international oil prices, which has driven up the prices of bulk commodities.
2 Spot Overview
Table 1 Summary of Domestic PVC Spot Prices (RMB/ton)
|
Market |
Specifications |
3 May 31st |
April 1st |
Rise and fall value |
涨跌幅 Fluctuation幅度 in percentage Changes涨跌幅 |
|
Changzhou |
SG-5 |
4890 |
4900 |
10 |
0.20% |
|
Hangzhou |
SG-5 |
4950 |
4950 |
0 |
0% |
|
Guangzhou |
SG-5 |
5030 |
5030 |
0 |
0% |
|
Zibo |
SG-5 |
4940 |
4950 |
10 |
0.20% |
|
Tianjin |
SG-5 |
4880 |
4890 |
10 |
0.20% |
|
Chengdu |
SG-5 |
4900 |
4920 |
20 |
0.41% |
|
Data source: Longzhong Information |
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Based on the Changzhou market in East China, today the spot cash warehouse delivery price for calcium carbide method No.5 type in the East China region is 4900 yuan per ton, up 10 yuan per ton compared to the previous trading day. 。
Domestic PVC upstream production enterprises are about to carry out centralized maintenance, leading to an expected weakening of market supply. Coupled with macroeconomic expectations of stimulus policies, the bulk market has been experiencing volatile increases. The spot market for PVC has remained strong, with prices fluctuating slightly during trading sessions. In the East China region, the ex-factory cash pickup price for ethylene dichloride is between 4870-5020 yuan/ton, and for ethylene method, it is between 5000-5150 yuan/ton.
|
Figure 1: Domestic PVC Price Trend (Unit: Yuan/Ton) |
Figure 2 Domestic PVC Price Trend Chart by Region (Unit: Yuan/Ton) |
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Data source: Longzhong Information |
Data source: Longzhong Information |
![[PVC日评]：出口交付集中 PVC行业库存去化（20250328）](https://oss.plastmatch.com/zx/image/8986f4d5bf214c9d830d7aebb03d7d33.png "[PVC日评]：出口交付集中 PVC行业库存去化（20250328）")
![[PVC日评]：出口交付集中 PVC行业库存去化（20250328）](https://oss.plastmatch.com/zx/image/cc5a703437174fe28a1e5340db06bee1.png "[PVC日评]：出口交付集中 PVC行业库存去化（20250328）")
3. Spot-Futures Basis
Table 2 Major Delivery Location Basis (Yuan/Ton)
|
Region |
March 31 |
April 1st |
Rise and Fall |
Month-on-month |
|
East China (05 Contract) |
-190 |
-180 |
10 |
5.26% |
|
Source: Longzhong Information |
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In terms of basis, the PVC basis in East China ranges from -160 to -280 yuan/ton for the May contract, with slight fluctuations in the basis.
|
Figure 3 Basis Spread Trend of PVC in East China (Unit: RMB/ton) |
|
![[PVC日评]：出口交付集中 PVC行业库存去化（20250328）](https://oss.plastmatch.com/zx/image/2bff4363352448fe888acf97dc8ac105.png "[PVC日评]：出口交付集中 PVC行业库存去化（20250328）") |
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Data source: Longzhong Information |
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4. Production dynamics
Table 3 P VC List of Inspection and Maintenance Equipment
|
Enterprise name |
Craftsmanship |
Production capacity (10,000 tons) |
Note |
Device change |
Recovery Plan |
|
Mount Tai Salt Industry |
Carbide method |
10 |
Parking |
2022 September 29, Year |
Pending |
|
Shandong Dongyue |
Carbide method |
13 |
Parking |
2023 March 25th, year. |
pending |
|
Uhai Chemical |
Calcium Carbide Method |
40 |
Parking |
2023 July 23rd |
Pending |
|
Gansu Xinrong |
calcium carbide method |
20 |
Stop |
2023 July 12th |
Pending |
|
Cangzhou Julong |
Ethylene method |
40 |
Stop |
2024 September 20th |
Pending |
|
Suzhou Huasu |
Ethylene method |
13 |
Parking |
2025 January 27th |
March 24, 2025 |
|
Qinzhou Huayi |
Ethylene method |
40 |
Annual maintenance |
2025 February 10th |
Pending |
|
Gansu Yinguang |
Calcium carbide method |
13 |
Temporary停车 |
2025 March 11 |
2025 March 20 |
|
Salt Lake Magnesium Industry |
Ethylene method |
30 |
Temporary parking |
2025 March 8th |
Plan to recover |
|
Salt Lake Magnesium Industry |
Carbide method |
50 |
Temporary stop for maintenance for three days |
2025 March 23rd |
2025 March 26th, Year |
|
Yibin Tianyuan |
Electrocalcium process |
40 |
maintenance |
2025 March 23rd |
2025 April 2nd |
|
Bohua Development |
Ethylene method |
80 |
4 Monthly schedule rotation rest |
April 6, 2025 | |
|
Sichuan Jinlu |
Calcium carbide method |
30 |
Inspection |
2025 April 14th |
2025 April 17th, Year |
|
Anhui Huasu |
Calcium Carbide Process |
62 |
4 Monthly Annual Overhaul |
||
|
Tianchen Chemical |
Electrocalcium process |
45 |
4-5 Monthly Maintenance |
||
|
Shaanxi Jintai |
Electric Arc Method |
30 |
Old factory area maintenance for 15 days |
||
|
Ningxia Jinyuyuan |
Calcium carbide method |
70 |
4 Mid-month annual maintenance |
||
|
Hubei Yihua |
Electrocalcium Process |
11 |
4 Moon III type facility shutdown |
||
|
Xinjiang Zhongtai |
Carbide method |
55 |
Shengneng Plant Maintenance |
||
|
Shaanxi Beiyuan |
Electrocalcius Process |
pending |
|||
|
Qinghai Yihua |
Calcium Carbide Method |
30 |
Scheduled maintenance |
||
|
Xinjiang Yihua |
Calcium carbide method |
30 |
4-5 Monthly Maintenance |
||
|
Ordos |
Electric Arc Method |
80 |
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