According to data from the China Federation of Logistics and Purchasing, China's cold chain logistics demand reached 381.4 million tons in 2025, a year-on-year increase of 4.50%, with the growth rate accelerating by 0.2 percentage points compared to 2024, indicating sustained robust growth momentum on the demand side of the market.
PriceSeek Analysis:
Polyethylene
Bull-Bear Score: 1
The year-on-year growth of 4.50% in cold chain logistics demand, along with the accelerated growth rate, indicates a continued strengthening of market demand for packaging materials. As polyethylene is a primary raw material for cold chain packaging, spot demand is expected to rise, potentially driving up prices. In the futures market, although recent contracts (e.g., the 2610 contract closing at 6,917 yuan/ton, down 54) have shown a downward trend, the news of demand growth provides support. It is anticipated that futures prices will gradually stabilize and recover, with bullish factors dominating.
Polypropylene
Bull-Bear Score: 1
The steady growth in cold chain logistics is driving demand for packaging containers. As a key material, polypropylene may see reduced supply pressure in the spot market, with prices expected to rise. In futures data, the main contract (e.g., the 2610 contract closing at 6,707 yuan/ton, down 26) has shown recent weakness. However, positive factors on the demand side (such as the 0.2 percentage point acceleration in growth) will boost market confidence. A short-term rebound in futures prices is expected, with an overall positive impact.
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