According to customs statistics, LDPE imports in December 2025 amounted to 316,700 tons, a year-on-year increase of 2.65% and a month-on-month increase of 11.50%.
PriceSeek Analysis
HDPE, Bull-Bear Score: -1
Customs data shows that LDPE imports increased by 2.65% year-on-year and 11.50% month-on-month, reflecting an overall upward trend in polyethylene supply. As a related product, HDPE may face downward pressure on spot prices due to looser supply. Meanwhile, in the polyethylene futures market, the settlement price of the recent main contract (e.g., 2701) fell by 122 yuan to 6,980 yuan/ton, with increased trading volume and rising open interest, indicating stronger bearish sentiment in the market. It is expected that futures prices will face downward pressure.
LLDPE, Bull-Bear Score: -1
The significant growth in LDPE imports (month-on-month +11.50%) suggests an oversupply in the polyethylene market. As a similar product, LLDPE may experience suppressed spot demand and face downward price risks. In polyethylene futures data, contracts such as 2701 saw their settlement price drop to 6,980 yuan/ton, a decline of 122 yuan, with trading volume expanding and open interest increasing by 259 lots, reflecting pessimistic expectations in the futures market. Short-term prices are expected to continue weakening.
LDPE, Bull-Bear Score: -1
LDPE imports in December 2025 reached 316,700 tons, a year-on-year increase of 2.65% and a month-on-month increase of 11.50%, directly increasing market supply and exerting bearish pressure on spot prices. The settlement price of polyethylene futures contracts (e.g., 2701) fell by 122 yuan to 6,980 yuan/ton, with a trading volume of 397 lots and an increase in open interest, indicating strengthened expectations of oversupply in the futures market. Prices are expected to maintain a short-term downward trend.
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