In December 2025, the maintenance loss of polyethylene production units was approximately 407,400 tons, a month-on-month increase of 9.42%. **PriceSeek Analysis** **LLDPE, Bull-Bear Score: 2** The maintenance loss of polyethylene in December 2025 increased by 9.42% month-on-month to 407,400 tons, indicating a significant reduction in LLDPE production supply. Tightening supply in the spot market is expected to drive up prices. Polyethylene futures contracts, such as 2605, show a recent upward trend (closing price: 6,449 CNY/ton, change: +24). Combined with expectations of reduced supply, futures prices may further rise, benefiting market sentiment. **LDPE, Bull-Bear Score: 2** The increase in maintenance loss has led to tight LDPE supply, putting upward pressure on spot prices due to reduced production. In polyethylene futures data, the main contract shows strong performance (e.g., 2605 settlement price: 6,494 CNY/ton). Supply shortage factors may amplify the upward momentum of futures prices, constituting a significant positive factor. **HDPE, Bull-Bear Score: 2** HDPE production has been affected by maintenance, leading to a decline in supply. Spot prices are expected to benefit from the shortage. Polyethylene futures contracts, such as 2605, show an increase in open interest (change: 7,498), indicating bullish market sentiment. Combined with the fundamentals of reduced supply, futures prices are expected to continue rising, signaling a major positive trend.