Dau tho roi manh lan nua: WTI mat moc 91 USD, tuong lai PVC tiep tuc giam, PE tot hop thap, PP doi mat ap luc giam
Bao cao thi truong hang ngay — 6 thang 6 nam 2026
Ngay 5 thang 6, tuong lai dau tho quoc te tiep tuc roi manh. Hop dong WTI thang 7 giam 2,69% xuong 90,54 USD/thung; hop dong Brent thang 8 giam 2,04% xuong 93,09 USD/thung. Trong ngay WTI cham moc 92,18 USD va Brent ha thap 92,28 USD, ca hai giam hon 2%. Gia roi lien tuc 2 phien lien tiep khi lo ngai ve nhu cau tang manh.
Thi truong dau tho: Lo ngai nhu cau tang, gia tiep tuc ha
Tuan nay thi truong dau tho cho thay tang gia dau tuan roi ban ra cuoi tuan. Dau tuan, WTI phuc hoi len 93,76 USD va Brent cham 96 USD, ho tro boi su escalar cac cuoc nghieng giua My va Iran ve Eo bien Hormuz. Tuy nhien, yeu to giam gia tap trung sau: tang kho du tru dau My bat ngo, du lieu san xuat Trung Quoc yeu, ky vong tang san luat OPEC+ thang 7 va USD tang manh.
Su chu y cua thi truong chuyen sang cua so dieu chinh gia da chinh pham Trung Quoc ngay 18 thang 6, voi ty le thay doi dau tho hien tai -1,06%, du bao giam 60 NDT/tan.
Thi truong PVC: Tuong lai tiep tuc giam
Hop dong chinh tuong lai PVC roi xuong 4.767 NDT/tan (-1,87%). Hop dong thang 9 tai 4.808 NDT (-50). Giao ngay: PVC SG-5 tu 4.650-4.850 NDT/tan. Bao tri giam dan khi nhieu nha may khoi dong lai; nhu cau van yeu. Trien vong ngan han: thi truong yeu trong pham vi.
Thi truong PE: Tot hop thap
Tuong lai LLDPE tai 7.908 NDT/tan (-0,23%), thap nhat trong ngay 7.828. Khoi luong 367.100 hop dong. Mat thiet hai bao tri thang 6 giam khoang 188 nghin tan, cung ung phuc hoi trong khi nhu cau vao mua thap. Trien vong: tot hop yeu.
Thi truong PP: Ap luc giam thang 6
Thi truong PP thang 5 tang dan, ho tro boi chi phi va ty le van hanh thap. Nhung thang 6 doi mat ap luc giam: khoi dong lai mot so thiet bi sau bao tri tang cung ung nhe, nhu cau vao mua thap. Tuong lai thang 7 tai 9.303 NDT, thang 9 tai 8.685 NDT. Trien vong: giam dao dong.
Trien vong
Gia dau tho roi lien tuc tiep tuc xoi moi ho tro chi phi nguyen lieu nhua. WTI da mat moc 91 USD; neu thu 90 USD co the kich hoat dot dieu chinh moi. Yeu to can theo doi: 1) Dieu chinh chinh sach san xuat OPEC+ thang 7; 2) Rui ro dia chinh tri Trung Dong; 3) Cai thien ty le van hanh xuong voi nhu cau mua he. Ngan han: chin trong, theo doi dau tho va toc do bo sung kho.
