During this period (January 9-15), the maintenance loss of PE units was approximately 108,900 tons, an increase of 17,700 tons compared to the same period last week. PriceSeek analysis of LLDPE, long-short rating: 1. The weekly increase of 17,700 tons in maintenance loss leads to a reduction in LLDPE supply. With relatively stable demand, the tightening of supply will push up spot prices, which is considered a general positive factor. LDPE, long-short rating: 1. The rise in maintenance loss indicates limited LDPE production, enhancing expectations of reduced supply. Combined with market fundamentals, spot prices are likely to rise, with a moderate positive impact. HDPE, long-short rating: 1. HDPE supply is tightening due to increased maintenance loss, which is favorable for spot prices. If demand remains stable, it will support upward price movements, rated as a general positive factor.
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