PE demand does not look at agricultural film production | see raw material inventory

Agricultural film is one of the important downstream of PE. At the same time, the production of agricultural film is relatively obvious, and the demand for PE changes greatly. Then the agricultural film becomes a factor that cannot be ignored in the downstream analysis of PE. The focus of our attention is on the production of agricultural film. At present, the production of agricultural film is general, the growth rate of enterprise startup is slow. Some large factories start up normally, the daily output is 10-40 tons, the operating rate is 1-5%, and some individual factories are slightly more, other small factories still have poor start-up, staged Production or shutdown is the main. The demand for film is light, the orders are very small, some large factories are sporadic production, and other enterprises are mainly shut down. The demand for white film is dull, the order is insufficient to follow up, the enterprises are small or inventory production, and the film enterprises maintain the low position. Some small factories are down.

According to the above data, it can be seen that the production of agricultural film is not optimistic, so the demand for PE for PE is so low. In fact, when the agricultural film production is in the off-season, the probability of PE low price is relatively large. There are some cases of raw materials, and some distributors reserve agricultural film and reserve agricultural film in advance. However, some specifications are not clear. Agricultural film enterprises cannot produce according to the order, but the raw materials must be locked to avoid narrowing profits due to price increases. Then the situation of agricultural film enterprises purchasing raw materials is the real demand for PE.

According to the survey, the current stock of raw materials for agricultural film is quite different. Now the demand for greenhouse film has entered the reserve stage, and some distributors' reserve orders have been followed up. The accumulation of orders for large enterprises is still acceptable, generally ranging from 1,000 to 4,000 tons, and enterprises are controlling costs. Locking profits, raw material inventory is naturally higher, the general inventory is about 2,000 tons, and some large factories even 3000-5000 tons. Small and medium-sized enterprises have less accumulation of reserve orders, production is not smooth, raw materials procurement is scarce, and inventory is generally 100- 300 tons, the individual enterprise reserves are slightly more, the small plant shutdown is the main, the raw material reserves are less. At present, the price of PE raw materials fluctuates upwards, the agricultural film enterprises are less motivated to purchase high-priced goods, timely low, and phased replenishment.

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