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PVC: Maintenance is lower than expected, high inventory removal is slow, market prices rise sharply, and basis continues to weaken. The 05 delivery period has not returned yet, and the monthly premiums of each contract provide arbitrage space; part of the reason for the sharp rise in the market is that delivery is restricted;Strong short-term sentiment.
更新时间:2024-05-21
Soda ash: accumulation of storage, disk performance is stronger than expected, cautiously short position. Glass: Policy stimulus, commodities continue to rise, glass performance is weaker than expected, maintaining last week's short-term shocks on the strong side, medium-term bearish view.
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