冬季恋歌

Typhoon Dolphin brings heavy rain to Beijing(1/4)_我的网站

一 |     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。    A vehicle is stranded on a flooded road in Beijing's Chaoyang District on Aug. 11, 2026 as a forklift rescues the trapped vehicle. (Photo: China News Service/Jia Tianyong)        Heavy rainfall hit parts of Beijing under the combined influence of Typhoon Dolphin and cold air.。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。

二 | 正信期货研究院震荡PVC供需双弱...。

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Published on:12:11:16