Việc tăng giá PVC tháng Một của ông lớn Đài Loan tới Ấn Độ không như mong đợi, không có gì ngạc nhiên đối với Trung Quốc

Một nhà sản xuất lớn của Đài Loan đã công bố giá PVC tháng Một sang thị trường Châu Á sớm hơn so với lịch trình thông thường trong tháng này do dịp lễ Giáng sinh và cuối năm đang đến gần.

Xét đến sự thắt chặt nguồn cung liên tục trên các thị trường PVC toàn cầu cũng như phí vận chuyển tăng trong bối cảnh thiếu container, các nhà sản xuất PVC của Ấn Độ đang kỳ vọng sẽ thấy một đợt tăng mới ba chữ số đối với giá mới của nhà sản xuất Đài Loan đối với nước này.

Tuy nhiên, giá chào tháng Giêng mới của PVC sang Ấn Độ cho thấy mức tăng USD70/tấn so với tháng Mười hai ở mức USD1290/tấn CIF. Đã 8 tháng liên tiếp tăng giá từ nhà sản xuất lớn, nó thấp hơn một chút so với kỳ vọng ban đầu của thị trường.

Đối với tháng Mười hai, các nhà cung cấp lớn đã tăng giá chào thêm USD100/tấn cho Ấn Độ.

Ngoài các vấn đề về nhà máy ở Châu Á, nguồn cung PVC từ Vịnh Mỹ bị gián đoạn do các sự cố bất khả kháng do bão của Westlake và Formosa cùng với một số tuyên bố bất khả kháng ở châu Âu được bổ sung vào tình trạng thiếu hụt.

Các doanh nghiệp trên thị trường chủ yếu tin rằng sẽ không có nguồn cung giảm cho đến tháng Một năm 2021, khi hàng hóa từ biển sâu của Mỹ có thể đến Châu Á.

Nhu cầu từ thị trường PVC chủ chốt của Ấn Độ vốn thường có xu hướng tăng mạnh từ tháng Một đến tháng Ba, đặc biệt đối với lĩnh vực xây dựng và nông nghiệp cũng củng cố những kỳ vọng của công ty này.

Doanh nghiệp dự đoán một đợt tăng nhỏ hơn đến Trung Quốc

Các chào hàng tháng Một tới Ấn Độ đã khiến các nhà đầu tư PVC bất ngờ nhưng số lượng tăng tới Trung Quốc là phù hợp với dự báo.

Mặc dù thị trường Trung Quốc cũng được hỗ trợ bởi tình trạng sẵn có và vấn đề vận chuyển hàng hóa, nhưng nhu cầu từ nước này có thể sẽ yếu hơn so với Ấn Độ trong quý đầu tiên do hoạt động giảm trong bối cảnh thời tiết lạnh giá cũng như dịp Tết Nguyên đán đang cận kề.

Nhà sản xuất lớn đã tăng giá chào tháng 1 thêm USD60/tấn cho Trung Quốc ở mức USD1160/tấn CIF. Đối với tháng Mười hai, họ cũng đã tăng giá chào mua lên USD40/tấn cho quốc gia này.

Được viết bởi Pınar Polat – [email protected]

Nguồn: https://www.chemorbis.com/vi/

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