In 2025, the cumulative maintenance loss of polyethylene units reached 5.011 million tons, an increase of 7.65% compared to the previous year. PriceSeek's analysis of LLDPE shows a long-short score of 1.5. The cumulative maintenance loss of polyethylene units in 2025 amounted to 5.011 million tons, a 7.65% increase from last year, indicating a reduction in LLDPE supply, which is expected to drive up spot prices. The main polyethylene futures contract, such as 2605, closed at 6,449 yuan/ton, up 24 points, with an increase in open interest, reflecting market bullish expectations. The supply shortage may further boost futures prices.

LDPE has a long-short score of 1.5. The increase in maintenance losses has led to tighter LDPE supply, benefiting the spot market, and prices are expected to rise. In polyethylene futures data, contracts such as 2605 show high trading volume and growing open interest, indicating investors' positive response to reduced supply. Futures prices are expected to continue their upward trend.

HDPE has a long-short score of 1.5. The rise in maintenance losses has reduced HDPE supply, supporting an increase in spot prices. Polyethylene futures, such as contract 2605, settled at 6,494 yuan/ton, up 24 points. Combined with changes in open interest, the market expects the supply shortage to benefit futures price performance.