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[隆众聚焦]:农膜金十已过半,对原料需求如何-我的钢铁网
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src="https://mfs.oilchem.net/group1/M00/23/10/rBKW32UyHvCAPwEfAACDN2YOKW8262.png" title="image.png" alt="image.png"/></p><p style="text-indent:28px;line-height: 2"><span style=";font-family: 宋体, SimSun;color:black">银九金十农膜需求旺季,农膜开工率虽然持续增长,但较往年偏弱。棚膜需求旺季,中大型棚膜企业开工尚可,部分小型棚膜企业开工一般。<a href='https://ncp.m.mysteel.com/dasuan/' target='_blank' style='color:#3861ab'>大蒜</a>膜生产收尾,西北西南地区个别企业招标订单生产中,其他地膜企业订单稀少,停工为主。</span></p><p style="text-indent:28px;line-height: 2"><span style=";font-family: 宋体, SimSun;color:black">农膜需求旺季,对原料需求增加,但期货震荡下行,原料市场价格小幅下跌,农膜企业谨慎观望,消化库存,按需采购为主。农膜企业原料库存天数较前期环比+0.81%,原料价格震荡下跌,棚膜生产旺季,原料消化较快,企业谨慎观望,库存量有所减少;地膜需求较少,部分企业招标订单有所增加,企业按需采购,库存略有增加。</span></p><p style="text-indent: 28px; line-height: 2; text-align: center;"><img src="https://mfs.oilchem.net/group1/M00/23/0A/rBKW3mUyHv2AKiSvAABA1wPtJVw198.png" title="image.png" alt="image.png"/></p><p style="text-indent:28px;line-height: 2"><span style=";font-family: 宋体, SimSun;color:black">从样本企业数据统计来看,57.89%农膜企业对线型价格仍持看稳心态,认为农膜生产进入旺季,需求会相对增加,但期货持续下跌暂无利好消息,后期原料价格会小幅上下波动。31.58%的农膜企业对线型价格持看跌心态,认为期货震荡下行,企业拿货谨慎,需求不及预期,原料价格会小幅下跌。10.53%的农膜企业对线型价格持看涨心态,认为农膜需求旺季来临,农膜旺季对线性原料存支撑,价格有小幅震荡上涨可能</span></p><p style="text-align:left;text-indent:32px;line-height: 2"><span style=";font-family: 宋体, SimSun;color:black">后市来看,国际油价或存下跌空间,煤炭价格维持窄幅震荡,聚乙烯现货价格受成本端支撑预计减弱。棚膜需求旺季,开工较往年偏弱,膜企多逢低适量补仓,按需采购为主,对原料行情支撑一般。因此预计农膜原料库存水平或小幅波动,华北地区双防膜主流价格预计维稳为主,区间9600-10300元/吨。(个人观点,仅供参考)</span></p><p style="text-align:left;text-indent:32px;line-height: 2"><span style=";font-family: 宋体, SimSun;color:black"><br/></span></p><p style="text-align:left;text-indent:32px;line-height: 2"><span style=";font-family: 宋体, SimSun;color:black"></span></p><p style="padding: 0px; margin-top: 15px; margin-bottom: 0px; text-indent: 32px; font-family: 宋体, SimSun; white-space: normal; line-height: 2;"><span style="padding: 0px; margin: 0px; font-family: 宋体, SimSun; color: red;">更多详细数据请订阅 </span><span style="padding: 0px; margin: 0px; font-family: 宋体, SimSun; color: red;">隆众资讯2023-2024中国农膜市场年度报告</span></p><p style="padding: 0px; margin-top: 15px; margin-bottom: 0px; text-indent: 32px; font-family: 宋体, SimSun; white-space: normal; line-height: 2;"><span style="padding: 0px; margin: 0px; font-family: 宋体, SimSun; color: red;"><a href="https://www.oilchem.net/23-1009-09-51670578c7b122ec.html" style="padding: 0px; margin: 0px; text-decoration-line: none; cursor: pointer; color: rgb(51, 51, 51); border: 0px none;">https://www.oilchem.net/23-1020-14-3bf8ddd4077db4b5.html</a></span></p><p style="padding: 0px; margin-top: 15px; margin-bottom: 0px; text-indent: 32px; font-family: 宋体, SimSun; white-space: normal; line-height: 2;"><span style="padding: 0px; margin: 0px; line-height: 2; font-family: 宋体, SimSun; color: red;">隆众资讯2023年第二届塑料产业发展研讨会</span></p><p style="padding: 0px; margin-top: 15px; margin-bottom: 0px; text-indent: 32px; font-family: 宋体, SimSun; white-space: normal; line-height: 2;"><span style="padding: 0px; margin: 0px; font-family: 宋体, SimSun;">11</span><span style="padding: 0px; margin: 0px; font-family: 宋体, SimSun;">月16日相聚淄博,让我们顺势而为、乘势而上,诚邀上下游行业知名专家、资深学者、下游业内大咖及企业齐聚一堂,聆听行业声音、汲取前行力量,在总结历史与把握现在中,明过往、知现状、见未来,共同奔赴塑料行业美好未来。</span></p><p style="padding: 0px; margin-top: 15px; margin-bottom: 0px; text-indent: 32px; font-family: 宋体, SimSun; white-space: normal; line-height: 2;"><span style="padding: 0px; margin: 0px; font-family: 宋体, SimSun;"><img src="https://mfs.oilchem.net/group1/M00/23/02/rBKW32UwqPOAK_J0AADK9Lpl-6Q037.png" title="image.png" alt="image.png" width="1215" height="76" class="newsImgC"/></span></p><p><span style="padding: 0px; margin: 0px; font-family: 宋体, SimSun;"><br/></span></p><p style="text-align:left;text-indent:32px;line-height: 2"><span style=";font-family: 宋体, SimSun;color:black"><br/></span><br/></p><p><span style=";font-family: 宋体, SimSun"> </span></p><p><br/></p> <!--指标说明附件--> <br /> </div> </div> </article> <article 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