【机构观点:供需弱现实,PVC连续走弱】金十期货12月30日讯,周一盘面小幅反弹,V2505收5326(+0.55%)。今日现货价格持稳,华东主流报5000。短期PVC供应端高位持稳。需求端下游开工继续走弱,双节临近,部分企业受订单不足影响提前放假。出口方面据悉印度BIS认证继续后延三个月,出口以低价换量。库存方面继续去库但是整体行业库存仍偏高。电石价格弱势,估值驱动偏弱。总体看PVC供需延续偏弱,技术面低位震荡,激进型投资者继续背靠2405合约5450压力位短空持有,期权方面可卖出跨式期权。
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