China ramah Geopolitical Conflicts Leh Supply-Demand Imbalance vangin PVC Raw Material man a sang hle
China ramah hian Geopolitical Conflicts leh Supply-Demand Imbalance vangin PVC Raw Material man a sang hle
Kum 2026 March thla aṭang khan China rama polyvinyl chloride (PVC) market-ah hian inthlak danglamna nasa tak a awm a ni. Core raw materials, ethylene leh calcium carbide man a sang hle a, hei hian PVC spot man - a tisang a, ethylene-based PVC chu 26% aia tam leh calcium carbide-based PVC chu 24% velin a sang bawk. Hei hian industry player-te chungah pressure nasa tak a siam a, chungte chu Hubei Jinlong Industry Co., Ltd., awning material leh advertisement puan lama tui tak, a core raw material atan PVC-a innghat nasa tak Hubei Jinlong Industry Co., Ltd. te an ni.
Price sang chhoh chhan hi thil tam tak vang a ni. Calcium carbide-based PVC (China-a PVC siam chhuah 80% aia tam) tan chuan, calcium carbide man sang - avanga thermal coal man sang zawk leh siamchhuahna hmun lian zawka environment leh safety control khauh zawk - chuan siamchhuah man a tisang hle. March 16 khan calcium carbide benchmark price chu yuan/ton 2,486 a tling a, region ṭhenkhatah chuan yuan/ton 2,910 a tling.
Ethylene-based PVC tan chuan pressure ber chu international crude oil man tlahniam atanga lo chhuak a ni. February 28-a US leh Israel-in Iran beihpui thlakna an neih hnuah Iran chuan oil sumdawnna kawng pawimawh tak Strait of Hormuz chu a dang ta a ni. Brent crude hian vawi khat chu $118/barrel a pel a, hei hian East China-ah kar hnih chhungin ethylene man chu 45% chuang zetin a tisang a, 6,000 yuan/ton aṭangin 8,800-10,000 yuan/ton a ni.
Tight supply hian thil man sang zawk a tichak lehzual a ni. Enterprise maintenance vangin March thla khan domestic PVC operating rate chu 78.49%-ah a tlahniam a, kum 2026-ah chuan capacity thar a tlem hle. Ram pawnah chuan PVC ton maktaduai 2 chuang zet chu khar a ni a, hei hian China-in PVC a thawnchhuahna a tipung hle.
Mild recovery in demand hian thil man tihsan hi a thlawp bawk. Domestic policy-te kaihhruaina hnuaiah February thla tawp lamah chuan PVC pipe leh profile enterprise-te operating rate chu 62%-ah a kai chho a ni. India-in a kaihhnawih khapna a ṭhulh tak avangin kuminah hian China-in PVC a thawnchhuah chu 20%-in a pung dawn niin an sawi.
Analyst-te chuan price trend hi geopolitical tension leh crude oil movement-ah a innghat tih an sawi a: de-escalation chuan price correction a thlen thei a, chutih laiin hun rei tak chhunga buaina awm emaw, control khauh zawk emaw chuan man a tisang zel dawn a ni. Hubei Jinlong Industry Co., Ltd. ang enterprise tan chuan market inthlak danglamna uluk taka enfiah a, raw material lei dan tur siam that a, thil man tlahniam avanga hlauhawmna tihziaawmna turin production plan siamrem a tha.
