In November, the downstream profile products companies started to increase. The sample companies said that the orders were still average, and as the weather turned cold, the company’s enthusiasm decreased; some companies had certain raw materials inventory, which remained cautious about the purchase of raw materials.
In November, the overall average construction load of downstream profile companies decreased slightly compared with October. The large manufacturers started 4-5 %, and they started about 60 % of them. SMEs were basically about 40 %. According to the start -up data of Zhuochuang Information Statistics, the overall operating rate of 20 sample profile companies in November was 29%, a decrease of 1 percentage point from the previous month, which was slightly lower than the same period last year. The specific construction situation is as follows:
From October to November, companies’ starting work status is as below:
There were certain differences in the construction of profile sample companies in November, but the overall construction declined slightly. Specifically: First, some large enterprises said that after entering November, orders decreased and started to decline slightly; second, the weather in the north was cold, and some production enterprises or production bases started to be reduced; Case.
More than 60%of PVC’s terminal downstream is used in real estate -related industries. The operation of the real estate industry is closely related to PVC demand. Since the third quarter of 2021, real estate -related data has begun to enter the downward phase, entering 2022, and the downward trend is still continuing. In October, real estate data has not improved significantly. The narrow range is limited, and the decline in real estate investment continues to expand. Although the “Sixteen Financial Articles” was introduced during the month, it proposed the relevant measures for the improvement of the living environment of housing companies and promoting the special borrowing support “insurance delivery”, but in November, as the weather turned cold, the real estate industry entered the seasonal off -season season Therefore, the improvement of the demand for micro -products is required. Therefore, the demand for products in November is still limited, and terminal profile products have said that orders have weakened.
Judging from the survey, in December, most downstream product companies said that orders were still average and there was a trend of weakening, and the weather in the north was more cold and the construction site construction was limited. In addition, individual enterprises had the decline in employees in lack of productivity. Therefore, the construction of downstream profile companies in the Northwest region will continue to fall, and some southern manufacturers will also be reduced. From the perspective of the raw material PVC of the downstream products, in December, the PVC market price moved upwards, and the overall changes in the fundamentals of PVC were not much changed, mainly because the macro -stage improved. However, the orders of the downstream of the end of the terminal are insufficient, and most of the corporate raw materials inventory has returned to normal levels. Therefore, high prices of raw materials are resistant to raw materials, and downstream product companies are cautious.
In the later period of January, near the Spring Festival holiday, some small and medium -sized downstream product companies may have been on vacation one after another. Market demand may be obviously weakened. Social inventory will increase. Pay attention to whether the downstream will have before the festival.
Post time: Dec-29-2022