Index Trading Decision

  • General plastic index
PE
  • LDPE
  • LLDPE
  • HDPE Film
  • HDPE Injection molding
  • HDPE Wire drawing
  • HDPE Hollow
  • Imported high pressure
PP
  • PP Wire drawing
  • BOPP
  • PP copolymerization
  • PP fibre
  • PP Injection molding
  • PVC
  • ABS
  • General plastic index

  • PE

  • LDPE

  • PE

  • LLDPE

  • PE

  • HDPE Film

  • PE

  • HDPE Injection molding

  • PE

  • HDPE Wire drawing

  • PP

  • PP Wire drawing

  • Imported high pressure

  • PE

  • PP Wire drawing

  • PP

  • BOPP

  • PP

  • PP copolymerization

  • PP

  • PP fibre

  • PP

  • PP Injection molding

  • PVC

  • ABS

Products analysis

Raw Material technology product Arbitrage
1methanol MTO PE Estimate
2ethylene cracking Analysis

Gross profit estimates

Olefins Production cost(6489) Average gross profit(1146)
Mto Production costs(5899) Average gross profit(1372)

Production Profit Analysis

This week, international oil prices rose sharply and fell sharply, cost rose slightly, spot market was running weakly, and gross profit of PE production enterprises fell annually. The gross profit of coal-based PE production enterprises continued to decline, the price of coal became larger, and the cost level remained stable.

Raw material flow

Flow direction classification Aug. 20th Aug. 13th
Agricultural film 39%
44%
Packing 55%
55%
Monofilament 57%
56%
Film 57%
57%
Hollow 56%
56%
Pipe 55%
52%

Downstream demand analysis

This week, downstream polyethylene began to rise and fall. The start-up rate of agricultural film industry increased by 3 percentage points, while that of other industries decreased by 1 percentage point. Raw material market price fluctuation is narrow, downstream factories purchase on demand.It is expected that some factories will buy at bargain next week, but it is difficult to form strong support for the raw material market.

Futures analysis

Device analysis more

district the name of firm variety capacity Device dynamic remark
  • northeast
    Shenyang chemical industry
    LLDPE
    10
    Made in 7042
    The total capacity of the plant is 100,000 tons
  • northeast
    Liao tong chemical
    New HDPE
    thirty
    From 5502 s
    The total capacity of the plant is 300,000 tons
  • northeast
    Jilin Petrochemical Company
    HDPE
    30
    From 100 s
    The total capacity of the plant is 575,000 tons
  • northeast
    Jilin Petrochemical Company
    LLDPE
    27
    Made in 7042
    The total capacity of the plant is 575,000 tons
  • northeast
    Daqing petrochemical
    New LDPE
    20
    Produce 2426 h
    The total capacity of the plant is 1.135 million tons
  • northeast
    Daqing petrochemical
    Old LDPE
    7
    From 18 d
    The total capacity of the plant is 1.135 million tons
  • northeast
    Daqing petrochemical
    HDPE
    24
    A / b lines5000time,CProduction line5000 sc
    The total capacity of the plant is 1.135 million tons
  • northeast
    Daqing petrochemical
    LLDPE
    eight
    Made in 8320
    The total capacity of the plant is 1.135 million tons
  • southern part of China
    Maoming petrochemical
    HDPE
    35
    HHM5502LW
    The total capacity of the plant is 930,000 tons
  • southern part of China
    Maoming petrochemical
    LLDPE
    22
    Produce DFDA - 7042
    The total capacity of the plant is 930,000 tons
  • East China
    Shanghai secco
    HDPE
    30
    parking and maintenance
    The total capacity of the plant is 600,000 tons
  • East China
    Shanghai secco
    LLDPE
    30
    parking and maintenance
    The total capacity of the plant is 600,000 tons
  • East China
    Shanghai geumbi
    HDPE
    15
    parking and maintenance
    The total capacity of the plant is 150,000 tons
  • East China
    Zhenhai refining
    full density
    45
    Produce 7050 h
    The total capacity of the plant is 450,000 tons
  • East China
    Sinopec Shanghai Petrochemical Company Limited
    HDPE
    25
    Produce YGH041
    The total capacity of the plant is 450,000 tons
  • East China
    Sinopec Shanghai Petrochemical Company Limited
    2PE
    10
    Produce Q281
    The total capacity of the plant is 450,000 tons
  • East China
    Sinopec Yangzi Petrochemical Company
    LLDPE
    20
    Made in 7042
    The total capacity of the plant is 470,000 tons
  • NC (North China)
    TRW in gen
    LLDPE
    30
    Production of 35 b
    The total capacity of the plant is 670,000 tons
  • NC (North China)
    China coal Montana
    full density
    30
    Made in 7042
    The total capacity of the plant is 300,000 tons
  • NC (North China)
    Shenhua baotou
    full density
    30
    Made in 7042
    The total capacity of the plant is 300,000 tons
  • NC (North China)
    Tianjin in the sand
    HDPE
    30
    Made in 5502XA
    The total capacity of the plant is 600,000 tons
  • NC (North China)
    Tianjin in the sand
    LLDPE
    30
    Made in 920NT
    The total capacity of the plant is 600,000 tons
  • NC (North China)
    Tianjin joint
    LLDPE
    12
    Made in 2320
    The total capacity of the plant is 120,000 tons
  • NC (North China)
    Qilu Petrochemical Technology
    LDPE
    14
    Produce 2102 tn26
    The total capacity of the plant is 650,000 tons
  • NC (North China)
    Yanshan Petrochemical
    New LDPE
    20
    Made in LD100AC
    The total capacity of the plant is 540,000 tons
  • Central China
    Zhongyuan petrochemical
    LLDPE
    eight
    The production of f-232 is scheduled to be switched today
    The total capacity of the plant is 260,000 tons
  • Central China
    Wuhan ethylene
    LLDPE
    30
    Production of 35 b
    The total capacity of the plant is 600,000 tons
  • Central China
    Wuhan ethylene
    HDPE
    30
    Made in 5502
    The total capacity of the plant is 600,000 tons
  • northeast
    Fushun petrochemical
    LLDPE
    45
    7042 n
    The total capacity of the plant is 880,000 tons
  • northeast
    Fushun petrochemical
    New HDPE
    35
    100 n
    The total capacity of the plant is 880,000 tons
  • northeast
    Fushun petrochemical
    old HDPE
    eight
    Made in 2911
    The total capacity of the plant is 880,000 tons
  • southwest
    Sichuan petrochemical
    HDPE
    30
    100 n
  • southwest
    Sichuan petrochemical
    full density
    30
    Made in 7042
  • Central China
    Zhongyuan petrochemical
    LLDPE
    8
    The production of f-232 is scheduled to be switched today
    The total capacity of the plant is 260,000 tons
  • Central China
    Zhongyuan petrochemical
    full density
    12
    The production of f-232 is scheduled to be switched today
    the second phase
  • Central China
    Wuhan ethylene
    LLDPE
    30
    Production of 35 b
    The total capacity of the plant is 600,000 tons
  • Central China
    Wuhan ethylene
    HDPE
    30
    Made in 5502
    The total capacity of the plant is 600,000 tons
  • northwest
    Shenhua ningxia coal
    full density
    45
    Made in 8008
  • northwest
    Shenhua yulin.
    LDPE
    30
    Produce 2426 h
  • northwest
    Shenhua xinjiang
    LDPE
    27
    Produce 2426 h
  • northwest
    Pucheng clean energy
    full density
    30
    In the parking
  • northwest
    Ningxia baofeng
    full density
    30
    Made in 7042
  • northwest
    Extension of the coal
    HDPE
    30
    PN049
  • northwest
    Extension of the coal
    full density
    30
    Made in 6094
  • northwest
    China coal yulin.
    full density
    30
    Made in 7042
  • northwest
    Lanzhou Petrochemical Company
    LDPE
    20
    Produce 2426 h
  • northwest
    Lanzhou Petrochemical Company
    old HDPE
    9
    From 5000 s
  • northwest
    Lanzhou Petrochemical Company
    New HDPE
    9
    From 5000 s
  • northwest
    Lanzhou Petrochemical Company
    new full density
    30
    6097
  • northwest
    Lanzhou Petrochemical Company
    old full density
    6
    In the maintenance
  • northwest
    Dushanzi was petrified
    新full density
    30
    4808
    second-line
  • northwest
    Dushanzi was petrified
    New HDPE
    30
    Made in 5502
  • northwest
    Dushanzi was petrified
    old full density
    12
    0209AA
  • northwest
    Dushanzi was petrified
    old HDPE
    6
    5420
  • southern part of China
    Cnooc shell
    HDPE
    40
    PN049-030-122
    the second phase
  • southern part of China
    Cnooc shell
    LLDPE
    30
    Made in 7042
    the second phase
  • southern part of China
    Cnooc shell
    LDPE
    25
    2420H
    tranche
  • southern part of China
    Fujian joint
    full density
    45
    8920
    second-line
  • southern part of China
    Fujian joint
    full density
    45
    Made in 5675
    a gleam of
  • southern part of China
    Maoming petrochemical
    LDPE
    25
    To produce 2426 k
    2#
  • southern part of China
    Maoming petrochemical
    HDPE
    35
    HHM5502LW
    The total capacity of the plant is 930,000 tons
  • southern part of China
    Maoming petrochemical
    LLDPE
    22
    Produce DFDA - 7042
    The total capacity of the plant is 930,000 tons
  • southern part of China
    Guangzhou petrochemical
    full density
    10
    Made in 2001
    second-line
  • East China
    Kiangsous pradesh
    LDPE
    30
    Production EVA
    Tube method/kettle method
  • East China
    Shanghai secco
    HDPE
    30
    parking and maintenance
    The total capacity of the plant is 600,000 tons
  • East China
    Shanghai secco
    LLDPE
    30
    parking and maintenance
    The total capacity of the plant is 600,000 tons
  • East China
    Shanghai geumbi
    HDPE
    15
    parking and maintenance
    The total capacity of the plant is 150,000 tons
  • East China
    Zhenhai refining
    full density
    45
    Produce 7050 h
    The total capacity of the plant is 450,000 tons
  • East China
    Sinopec Shanghai Petrochemical Company Limited
    HDPE
    25
    Produce YGH041
    The total capacity of the plant is 450,000 tons
  • East China
    Sinopec Shanghai Petrochemical Company Limited
    2PE
    10
    Produce Q281
    The total capacity of the plant is 450,000 tons
  • East China
    Sinopec Shanghai Petrochemical Company Limited
    1PE
    5
    In the parking
    second-line
  • East China
    Sinopec Yangzi Petrochemical Company
    HDPE
    7
    Production of 4902 t
    The total capacity of the plant is 470,000 tons
  • East China
    Sinopec Yangzi Petrochemical Company
    LLDPE
    20
    Made in 7042
    The total capacity of the plant is 470,000 tons
  • NC (North China)
    TRW in gen
    LDPE
    12
    Produce LD100PC
    Method of tube type
  • NC (North China)
    TRW in gen
    LLDPE
    30
    Production of 35 b
    The total capacity of the plant is 670,000 tons
  • NC (North China)
    China coal Montana
    full density
    30
    Made in 7042
    The total capacity of the plant is 300,000 tons
  • NC (North China)
    Shenhua baotou
    full density
    30
    Made in 7042
    The total capacity of the plant is 300,000 tons
  • NC (North China)
    Tianjin in the sand
    HDPE
    30
    Made in 5502XA
    The total capacity of the plant is 600,000 tons
  • NC (North China)
    Tianjin in the sand
    LLDPE
    30
    Made in 920NT
    The total capacity of the plant is 600,000 tons
  • NC (North China)
    Tianjin joint
    LLDPE
    12
    Made in 2320
    The total capacity of the plant is 120,000 tons
  • NC (North China)
    Qilu Petrochemical Technology
    LDPE
    14
    Produce 2102 tn26
    The total capacity of the plant is 650,000 tons
  • NC (North China)
    Qilu Petrochemical Technology
    HDPE
    7
    Made in 32F
    b lines
  • NC (North China)
    Qilu Petrochemical Technology
    full density
    25
    old full densityFrom 5000 sH
    1C7A new density was converted to 6098
  • NC (North China)
    Yanshan Petrochemical
    old LDPE
    6
    Production of 1 c7a
    three-wire
  • NC (North China)
    Yanshan Petrochemical
    New LDPE
    20
    Produce LD100AC
    The total capacity of the plant is 540,000 tons
  • NC (North China)
    Yanshan Petrochemical
    HDPE
    eight
    Produce L501
    second-line
  • northeast
    Fushun petrochemical
    LLDPE
    45
    Made in 7042 n
    The total capacity of the plant is 880,000 tons
  • northeast
    Fushun petrochemical
    New HDPE
    35
    Made in 100 n
    The total capacity of the plant is 880,000 tons
  • northeast
    Fushun petrochemical
    old HDPE
    eight
    Made in 2911
    The total capacity of the plant is 880,000 tons
  • northeast
    Shenyang chemical industry
    LLDPE
    10
    Made in 7042
    The total capacity of the plant is 100,000 tons
  • northeast
    Liao tong chemical
    New HDPE
    30
    From 5502 s
    The total capacity of the plant is 300,000 tons
  • northeast
    Jilin Petrochemical Company
    HDPE
    30
    From 100 s
    The total capacity of the plant is 575,000 tons
  • northeast
    Jilin Petrochemical Company
    LLDPE
    27
    Made in 7042
  • northeast
    Daqing petrochemical
    full density
    25
    Made in 7042
    second-line
  • northeast
    Daqing petrochemical
    New LDPE
    20
    Produce 2426 h
  • northeast
    Daqing petrochemical
    old LDPE
    7
    From 18 d
  • northeast
    Daqing petrochemical
    HDPE
    24
    A / b lines5000time,CProduction line5000 sc
  • northeast
    Daqing petrochemical
    LLDPE
    eight
    Made in 8320

Map of Industrial Chain

Exclusive analysis

[Viewpoint] The road of plastic rebound is full of resistance [11-06]
Crude oil rose 4 days in a row, the biggest weekly increase in more than a month [10-28]
[viewpoint] crude oil soars / inventory declines. Can the rebound continue? [10-24]
PP / PE two-way increase obvious market to have evolution? [10-18]
Crude Oil Falling/Petrochemical Inventory Falling Another 40,000 Tons How to Manage Plastics Today [10-15]
Sudden: Iranian tanker explosion ignited crude oil plate up more than 1% [10-11]

Upstream dynamics

U.S. oil product inventory increase depresses market atmosphere international crude oil decline [01-16]
Tensions in the Middle East intensify the rise of international crude oil [01-03]
API inventory data fell much faster than expected, and international crude oil reached a new high [12-27]
Oil futures in Europe and the United States tend to stabilize [12-24]
Inventories fell less than expected and crude oil basically closed flat [12-19]
International crude oil rose four days in a row supported by trade optimism [12-18]

Petrochemical dynamics

Fast report on PP plant of Yanshan Petrochemical [01-16]
Latest production trend of the FREP [01-16]
Development of PP granule plant in Maoming Petrochemical Company [01-03]
Shenhua Ningmei PE price down [12-19]
Latest production trend of the FREP [12-13]
Production performance of PE plant in SS-TPC [12-06]

Market tracking

ABS price in Ningbo market is stable [01-16]
Adjustment of PP price weakness in Guangzhou market [01-16]
PP underperformance in Shanghai market [01-03]
Narrow fluctuation of PE price in Tianjin market [01-03]
The PE price in Tianjin market is mainly sorted out in a small way [01-02]
PP price in Shanghai market was Lower [01-02]

External monitoring

Comments on PE dollar market today [01-16]
PE dollar daily review: stable price and weak transaction [12-24]
PE dollar market daily review: price consolidation oriented [12-17]
Weekly review of PE dollar market: transaction improved price article up [12-13]
PE dollar daily review: low transaction and price continues to decline [12-06]
PE dollar daily review: traders make small profits to seek a deal [12-04]

Data analysis

Output statistics of domestic plastic products in November 2019 [12-18]
Inventory statistics of petrochemical polyolefin on December 4 [12-04]
Inventory statistics of petrochemical polyolefin on December 2 [12-02]
Petrochemicals polyolefin inventory statistics on November 28 [11-28]
Output statistics of domestic plastic products in October 2019 [11-18]
Statistics of domestic PP plant operation rate in October 2019 [11-05]

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