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再生PP:成本及供应端撑盘 消费淡季下重心不跌反涨
目前企业持续低负荷运行,库存压力不大,对价格形成一定支撑。近期多重原因叠加下企业持续低负荷运行。首先,行业生产节奏有一定季节性规律,进入行业淡季后惯性降负荷运行。其次,长期以来上游原料货少价高,企业处于低盈利状态,影响企业生产。再次,部分地区进入取暖季后实行错峰生产。11月份行业开工负荷在3成以下,周度开工负荷较去年同期低3-8个百分点。在持续低负荷运行状态下,企业库存压力不大,11月样本企业周度 ...
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