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【品种策略】PVC：08月26日多家期货公司晨报观点汇总_我的网站

一 |     (ECNS) -- China aims to build more than 100 million metric tons of annual coal production reserve capacity by 2030, according to the 15th Five-Year Plan for Coal Industry Development, jointly released by the National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) on Monday.    By 2030, China's capacity to ensure secure coal production and supply is expected to be further strengthened, while the structure and distribution of coal production will continue to improve. Large modern coal mines are expected to account for 87% of the country's total production capacity, according to the plan.    The plan also aims to significantly improve coal mine safety, green development, and the clean and efficient use of coal.    Smart mines are expected to account for 75% of total production capacity, while the development of a more diversified coal-based industrial structure will be accelerated.    Coal consumption is expected to peak during the plan period, alongside the establishment of a more robust mechanism for balancing supply and demand.    The plan places energy security alongside the green transition as key priorities.    Focusing on the development of a modern coal industry system, it outlines nine major tasks, including optimizing coal development and spatial distribution, accelerating industrial restructuring, and strengthening the production, supply, storage and sales system.    Other priorities include advancing the green and low-carbon transition, improving the clean and efficient use of coal, and promoting technological innovation. The plan also calls for stronger safety management, modernized industry governance, and a higher level of modernization across the sector.        (By Tang Yuxian)                    。

二 |     PVC机构观点汇总期货公司方向核心逻辑广州期货震荡PVC亏损促供应收缩、库存环比下降，但绝对库存高企、地产拖累需求偏弱；成本支撑限制下跌，需求实质回暖前反弹空间有限。南华期货震荡供应端受亏损约束且近期去库，对价格有支撑；但内需疲弱、库存同比高增，供需双弱，库存压力仍存，向上驱动有限。兴业期货偏空原料价格走弱导致成本支撑下移，检修接近尾声、供应回升预期增强，地产需求疲软，库存压力持续，PVC价格承压。

三 | 正信期货研究院震荡PVC供需双弱...。

四 |

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Published on:16:41:10