俄羅斯聚氯乙烯生產(chǎn)商預(yù)計(jì)8月份將進(jìn)一步提價(jià)

據(jù)ICIS網(wǎng)站8月5日消息 ICIS-MRC價(jià)格報(bào)告顯示，由于盧布走軟以及亞洲和歐洲的價(jià)格上漲，俄羅斯聚氯乙烯（PVC）生產(chǎn)商計(jì)劃在8月份進(jìn)一步提價(jià)。

關(guān)于8月份向國內(nèi)市場供應(yīng)懸浮聚氯乙烯（SPVC）的談判于周三開始，計(jì)劃將價(jià)格上調(diào)1500-2000盧布/噸（21-27美元/噸）。

7月，由于國外市場價(jià)格上漲，以及定期維修停運(yùn)造成的供應(yīng)大幅下降，俄羅斯生產(chǎn)商實(shí)現(xiàn)了6000盧布/噸以上的漲幅。

俄羅斯市場對懸浮聚氯乙烯的需求在4-5月大幅下降后，6-7月開始出現(xiàn)動態(tài)復(fù)蘇。7月，由于SayanskKhimPlast和Rusvynold計(jì)劃停產(chǎn)進(jìn)行維護(hù)，一些轉(zhuǎn)換裝置無法積累足夠的聚合物庫存。

隨著俄羅斯乙烯本周初恢復(fù)生產(chǎn)，轉(zhuǎn)機(jī)已經(jīng)結(jié)束。

SayanskKhimPlast將在一周內(nèi)開始生產(chǎn)聚乙烯，這將增加需求旺盛的市場樹脂供應(yīng)。國內(nèi)生產(chǎn)商增加的供應(yīng)可能很容易被轉(zhuǎn)換裝置的延遲需求所抵消。

過去幾個(gè)月進(jìn)口有所增長，但同比仍大幅下降。國外市場的高價(jià)格，尤其是中國和歐洲，盧布對美元的不斷貶值以及某些地區(qū)的長期交貨也對進(jìn)口產(chǎn)生了負(fù)面影響。

商家并不急于就8月份俄羅斯聚氯乙烯的出貨量達(dá)成協(xié)議，希望將價(jià)格上漲降到最低。

消費(fèi)者明白他們將無法避免8月份價(jià)格的上漲，但將新的材料價(jià)格轉(zhuǎn)移到成品上正變得越來越困難。

8月份俄羅斯樹脂（K=64/67）的交易在80000-83500盧布/噸（運(yùn)費(fèi)付至莫斯科）的范圍內(nèi)進(jìn)行了談判（含增值稅），從7月份起增加了1000-2000盧布/噸，數(shù)量最多為500噸。

王磊 摘譯自 ICIS

原文如下：

Russian PVC producers target further price hikes in August

Russian polyvinyl chloride (PVC) producers are targeting further price hikes in August because of a weakening rouble and higher prices in Asia and Europe, according to the ICIS-MRC Price report.

Negotiations over August shipments of suspension PVC (SPVC) to the domestic market began on Wednesday, with intentions of raising prices by roubles (Rb) 1,500-2,000/tonne ($21-27/tonne).

In July, Russian producers achieved an increase of Rb6,000/tonne and more due to higher prices in foreign markets and a significant drop in supply from scheduled maintenance outages.

Demand for SPVC in the Russian market began to recover dynamically in June-July after a major decrease in April-May. In July, due to scheduled shutdowns for maintenance at SayanskKhimPlast and RusVinyl, some converters were unable to build up sufficient stocks of polymer.

Turnarounds have been coming to an end with RusVinyl resuming production at the beginning of the week.

SayanskKhimPlast will begin producing PVC in a week, which should increase supply of resin in the market where demand is strong. Increased supply from domestic producers may be easily offset by deferred demand from converters.

Imports have grown in the past few months but remain significantly lower year on year. High prices in foreign markets - particularly China and Europe - the incessant devaluation of the rouble against the dollar and long-term deliveries in certain regions also negatively affected imports.

Converters were in no hurry to agree deals for August shipments of Russian PVC, hoping to minimise price increases.

Consumers understand they will be unable to avoid a rise in August prices but it is becoming increasingly difficult to transfer new prices of material to finished products.

Overall, August deals for Russian resin with K=64/67 were negotiated in the range of Rb80,000-83,500/tonne CPT (carriage paid to) Moscow, including VAT, up by Rb1,000-2,000/tonne from July, for quantities of up to 500 tonnes.