【PVC供需弱势 估值驱动亦偏空】金十期货1月3日讯，供应方面本周产量高位持稳，预计下周山东恒通、陕西金泰等开工负荷提升，供应压力仍较大。需求端下游开工继续走弱，仅有南方及部分软制品支撑。受印度BIS认证延期，出口企业还有一定空间时间。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，烧碱连续大涨，氯碱利润回升，PVC估值驱动偏弱。总体看供需延续偏弱，技术面再次破位。激进型投资者继续背靠2505合约5350压力位短空持有，可适当减仓，期权方面稳健型可买入浅虚值看涨期权对冲期货空单。
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