Thị trường PVC nhập khẩu ở châu Á đi lên trước thông báo giá tháng 9 từ nhà sản xuất lớn của Đài Loan

Những người tham gia thị trường dự đoán một nhà sản xuất lớn của Đài Loan sẽ báo giá các lô PVC tháng 9 cho các thị trường châu Á với mức tăng ít nhất là 60 USD/tấn so với mức giá tháng 8. Các báo giá của các nhà cung cấp lớn này có thể sẽ được thông báo cho người mua vào ngày 10 hoặc 11 tháng 8. Trong khi đó, giá giao ngay đã đi lên do tâm lý tăng giá, đặc biệt là ở Ấn Độ.

Một nhà kinh doanh tại Mumbai cho biết: “Mức tăng 60 USD/tấn có lẽ là mức tối thiểu mà nhà sản xuất Đài Loan đưa ra.” Nhà kinh doanh này nói thêm: “Chúng ta có lẽ sẽ thấy mức tăng hơn 100-120 USD/tấn nếu các báo giá và giao dịch mới nhất của các nhà sản xuất Hàn Quốc, Đài Loan, Nhật Bản và Trung Đông cho Ấn Độ là chỉ báo.”

Trong khi đó, báo giá K67-68 tháng 8 của nhà sản xuất lớn này cho Trung Quốc và Ấn Độ đã giảm vừa phải 30-60 USD/tấn so với tháng trước, xuống còn 1210 USD/tấn CIF Trung Quốc và 1330 USD/tấn CIF Ấn Độ.

Dự báo tăng giá tháng 9 kích hoạt xu hướng đi lên của báo giá giao ngay

Các nhà cung cấp châu Á đã tiếp cận thị trường khu vực với các báo giá cao hơn trong tuần này vì dự báo tăng giá tháng 9 từ nhà cung cấp lớn của Đài Loan đã thúc đẩy tâm lý lạc quan.

Các nhà cung cấp đã nâng giá mà không vấp phải nhiều kháng cự như những tuần trước.

Theo các nhà kinh doanh, một nhà sản xuất Nhật Bản đã đưa ra mức tăng gần 100 USD/tấn đối với báo giá PVC tháng 9 cho Ấn Độ trong tuần này. Theo báo cáo, một số thương vụ đã được chốt với giá khoảng 1530 USD/tấn CIF.

Báo giá giao ngay đối với K67 của Hàn Quốc cũng cao hơn so với tuần trước và được báo cáo là khoảng 1400 USD/tấn CIF Ấn Độ. Trong khi đó, một số nhà sản xuất Hàn Quốc và Đài Loan đã rút giá tháng 8 khỏi thị trường Ấn Độ và Trung Quốc, với niềm tin rằng giá sẽ tiếp tục tăng trong tuần tới.

Nhu cầu gia tăng đẩy cao tâm lý

Những người tham gia thị trường nhận xét rằng giá PVC đi lên trong tuần này do người mua Ấn Độ đã mua thêm hàng. Sự dồn nén nhu cầu đã hiển hiện rõ ràng, vì một số người mua đã không tham gia thị trường trong một thời gian dài. Người mua cũng đang tích trữ để đáp ứng nhu cầu sau mùa bão.

Những người tham gia thị trường bày tỏ dự đoán nhu cầu PVC của Ấn Độ sẽ tăng cao hơn trước giai đoạn sau mùa bão bắt đầu từ giữa tháng 9.

Một nhà kinh doanh nói: “Một số nhu cầu bị dồn nén đã xuất hiện do những công ty sản xuất thành phẩm đã ngừng mua hàng quá lâu, với lo ngại xu hướng giảm giá kéo dài”. Một nhà kinh doanh tại Singapore cho biết thêm: “Nhu cầu của Ấn Độ đối với các vật dụng ống PVC trong nông nghiệp và xây dựng vào giai đoạn sau mùa bão được dự đoán sẽ tăng mạnh.”

Nhu cầu ở Đông Nam Á cũng cao hơn so với những tuần trước khi các nhà kinh doanh và công ty sản xuất thành phẩm bắt đầu bổ sung tồn kho. Một nhà kinh doanh nói: “Người mua lo ngại rằng giá có thể tiếp tục tăng lên và do đó chúng tôi thấy hoạt động mua hàng trong khu vực diễn ra mạnh mẽ hơn.” Nhà kinh doanh này cho biết thêm rằng hoạt động mua hàng của người tiêu dùng cuối cùng vẫn cần phải tăng lên và điều đó không có khả năng xảy ra do sự lây lan của biến thể Delta trong khu vực.

Trong khi đó, những người tham gia thị trường lưu ý rằng nhu cầu nội địa của Trung Quốc có thể sẽ ổn định ngay cả khi nguồn cung trở lại bình thường khi các nhà máy hoàn tất việc bảo trì.

Cước phí vận tải tăng cao cũng đẩy giá lên cao hơn

Tình trạng thiếu hụt container đang diễn ra ở khu vực Đông Bắc Á đã khiến cước phí vận tải tiếp tục tăng lên trong thời gian gần đây. Những người tham gia thị trường cho rằng cước phí vận tải tăng cao có thể sẽ được tính vào giá PVC nhập khẩu trong thời gian tới.

Được viết bởi Shibu Itty Kuttickal – [email protected]

Được viết bởi Merve Sezgün – [email protected]

Nguồn: https://www.chemorbis.com/vi/

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