20230707-大越期货-聚烯烃早报_16页_703kb

LLDPE Analysis Summary

Points to Consider

• Bullish Factors:
  • Macroeconomic environment shows improvement expectations
  • Main force net position is bullish
• Bearish Factors:
  • Agricultural film demand in off-season
  • Downstream production capacity continues to decline

Key Logic:

Macroeconomic improvement expectations and weak demand.

Risk Points:

Significant fluctuations in crude oil prices.

PP Analysis Summary

Points to Consider

• Bullish Factors:
  • Macroeconomic environment shows improvement expectations
• Bearish Factors:
  • New plant commissioning pressure
  • Weak demand

Key Logic:

Macroeconomic improvement expectations, weak demand, and new plant commissioning.

Risk Points:

Significant fluctuations in crude oil prices.