[Bao cao hang ngay nganh Plastic — 26 thang 7 nam 2026]
Chiu ap luc tu viec giam thieu rui ro dia chinh tri va don vi tien te My manh len, gia dau tho chap that khi cuoi thang 7/2026. Hop dong WTI thang 9 giam 2.88 USD, dong cua tai 89.31 USD/thung ( -3.12%) ; dau thao dau Brent thang 9 giam 3.91 USD xuong 96.78 USD/thung ( -3.88%). Bat chap giam trong mot ngay, ca hai chi so deu tang 8.27% va 9.85% trong tuan, day la tuan tang thu ba lien tiep.
Thi truong contracta dong: PVC tang manh, PE va PP giao dong o muc cao
Duoi tac dong cua bieu do dau, phiên dem san pham hoa duoc Trung Quoc cho thay su phan ky: Hhop dong LLDPE chinh dong cua tai 7.990 CNY/tain, giam 7 CNY ; Hop dong PP (day rút) giu nguyen tai 8.470 CNY/tain ; Hop dong PVC chinh dong len 4.656 CNY/tain, tang 38 CNY, cho thay dong luc tang rat manh.
Thi truong giao ngay cung di theo chieu tuong tu. Theo du lieu JLC (tinh den 25 thang 7) : Chi so gia PE dong tai 9.234 diem ( +40 diem, +0.43%) ; Chi so gia PP tai 9.252 diem ( +27 diem, +0.29%) ; Chi so gia PVC tai 4.700 diem ( +13 diem, +0.28%).
Dong luc cung cau: Giam bao tri nhung mo rong cong suat moi
Thang 7, thi truong polyethylene noi dia Trung Quoc co dac diem kep: Cong suat bao tri giam nhe trong nua dau thang, nua cuoi thang nhieu duong day khoi dong lai. Du an cong suat moi giai doan 2 cua Tarim chinh thuc van hanh, lam trau nang len ap luc cung cap tren thi truong. Theo du lieu Scipto, luong nhap khau PE cua Trung Quoc thang 6 nam 2026 dat khoang 449.300 tan, chiem muc thap nhat trong nhieu nam.
Chinh sach: Dong luc lich su cho nganh plastic tai che
Nam 2026, nganh plastic tai che nhan duoc ho tro chinh sach chua tung co. Bo luat Moi truong Sinh thai Trung Quoc da duoc thong qua va co hieu luc tu ngay 15 thang 8. Ke hoach chung cua bay bo nganh ve thuc day ung dung vat lieu tai che dat muc tieu: den nam 2030, san luong plastic tai che hang nam vuot qua 19,5 trieu tan, mo rong khong gian tang truong dai han cho thanh phan PP tai che va cac phan khuc khac.
Viec dua tac che plastic vo vao luat se tao tac dong sau sac den toan bo chuoi cau. Phan tich nganh cho rang chat tao net (nucleating agent) se tro thanh buoc pha ky thuat quan trong de nang cao chat luong PP tai che, giai quyet hieu qua van de su giam sut do cua vat lieu thu hoi, thuc day ung dung plastic tai che chat luong cao theo quy mo lon.
Tong hop gia (25 thang 7 nam 2026)
- LDPE lop phim: 10.650 CNY/tain (khong doi)
- PP day rút: 9.850 CNY/tain ( +100 CNY, +1.03%)
- PVC tong hop (SG-5): 5.500 CNY/tain (khong doi)
- GPPS cao cap: 10.400 CNY/tain ( +50 CNY, +0.48%)
Nguon: JLC, Scipto, San giao dich Hang hai Thanh pho | Chi so nganh plastic: 8.388 ( +28, +0.33%)
