Ngay 22/07/2026, thi truong hang hoa trai phieu gia noi dia (Trung Quoc) chu yeu mo cua gia cao, khu vuc nang luong-hoa chat dien len tuyet voi. Nhien lieu tran qua 4%, dau tho va bac Shanghai tang hon 3%, thi truong hop dong PP va PE cung tang nhieu, giao dich thi truong nhien dong.
1. Dau tho tang manh, chi phi dau vao ho tro
Trong ngay nay, gia cuoi cung hop dong WTI la $82.49/thung (tang 4.48% so voi phiên truoc); Brent la $88.10/thung, tang 4.60%. Dau tho tang manh truc tiep day lui tin hieu thi truong nang luong-hoa chat, chi phi dau vao san pham plastic duoc tang cuong.
2. Tinh hinh thi truong giao ngay PE/PP/PVC
Duoc ho tro boi thi truong cuoc song, gia giao ngay PE, PP, PVC deu tang:
- PE (Polyethylene): Gia cuoc song tang manh, gia LLDPE mua phim tang 135-225 CNY/ton. Nguoi kinh doanh ban theo cuoc song, nha may buoc dap, khoi luong giao dich cao hon ky truoc.
- PP (Polypropylene): Gia cuoc song tang manh, gia PP，拉伸级 tang 135-225 CNY/ton. Buoc gia thap giam, nguoi kinh doanh thu nghiem nang gia.
- PVC (Polyvinyl Chloride): Thi truong chinh tang: Dong Trung Quoc tang ~100 CNY/ton, Nam Trung Quoc tang 100-110 CNY/ton. Nha san xuat upstream tang gia xuat xuong 50-100 CNY/ton.
3. Du bao thi truong
Theo phan tich, bieu tinh dia chinh tri Trung Dong tiep tuc anh huong den ngu cung dau tho, du bao dau tho se duy tri gia cao ngan han, ho tro thi truong plastic. Ve phia cung ung, nhu cau hau che nhu day va plastic chua ra khoi mua thiep, nhung tam li thi truong da ro rang duoc cai thien. Du bao gia plastic duoi ngan han se vung ben, can chu y nhip do bu dap hau che.
Nguon: SCI99, CLS, JLC | Tinh tai 22/07/2026
