中国石化新闻网讯 据普氏能源资讯胡志明市10月9日消息称,业内消息人士在2018越南胡志明国际塑料橡胶工业展会场外表示,越南的聚乙烯价格预计将在2019年初走弱,原因是树脂进口增长超过个位数的需求增长。 业内消息人士称,越南8—9月进口的美国PE量飙升至10000-20000吨/月。 消息人士称,这一数字高于7月份的6300吨,以及2018年上半年的3500吨/月。 有消息称,Tricon,Vinmar和欧佩克塑料等交易商已经听说购买美国原产聚乙烯并将其重新包装进口到越南,但“贸易战的冲击”的程度只有在越南官方公布第四季度官方数据之后才会出现。 海关数据显示,沙特阿拉伯是越南2018年度 PE进口的主要来源,为62000公吨/月,比2017年增加10000公吨/月。 根据一项针对该国主要贸易商的调查,越南2019年总体PE需求增长估计为7%-10%。 虽然一些市场参与者表示明年总体PE增长可能高达15%,但许多消息人士并未预期通用高密度聚乙烯和线性低密度聚乙烯的需求增长与过去几年一样强劲。 三菱越南贸易商称:“在越南,PE被广泛用于购物袋。对于欧盟和美国等出口市场,人们一直在努力提高环保意识,因此客户要求更质量的薄膜和可回收或可生物降解的袋子。” 该交易商补充称,高密度双峰级和C6或C8茂金属LLDPE可能会出现强劲增长,因为它们可用于制造质量更好的包装,而LLDPE和LDPE的增长预计在短期内没有变化。 “用于包装和建造聚乙烯的多层薄膜,如管道等级的需求正在迅速增长并作为一个分支出现。”欧佩克塑料经理表示,并补充说明年这些市场的增长可能高达20%。 曹海斌 摘译自 普氏能源资讯 原文如下: VietnamPlas: Vietnam’s polyethyelene prices seen set to weaken in early 2019 as imports outpate demand Vietnam’s polyethylene prices are expected to weaken in early 2019 as surging resin imports outpace single-digit demand growth, industry sources said on the sidelines of VietnamPlas 2018 in Ho Chi Minh City. Vietnam’s imports of US-origin PE were estimated to have surged to 10,000-20,000 mt/month in August and September, industry sources said. This is up from imports of 6,300 mt in July, and from 3,500 mt/month over the first half of 2018, the sources said. Traders such as Tricon, Vinmar and OPEC Plastics have been heard buying US-origin PE and repacking it for import to Vietnam, but the extent of the “trade war bump” will only be seen only after Vietnam compiles official customs data for the fourth quarter, the sources said. Saudi Arabia was Vietnam’s main source of PE imports at 62,000 mt/month over H1 2018, up 10,000 mt/month from 2017, customs data showed. Vietnam’s overall PE demand growth for 2019 is estimated at 7%-10%, according to a survey of major traders in the country. While some market participants said overall PE growth of up to 15% was possible next year, many sources did not expect general purpose high density polyethylene and linear low density polyethylene demand to grow as strongly as in past years. “In Vietnam, PE is used [extensively] in shopping bags. For export markets like the EU and US, there has been a push to be more environmentally conscientious, so customers are asking for better quality film and recycled or biodegradable bags,” a Mitsubishi Vietnam trader said. High density bimodal grades and C6 or C8 Metallocene LLDPE will likely to see strong growth because they can be used to create better quality packaging, while LLDPE and LDPE growth is expected to be tepid in the short term, the trader added. “Multilayer [film] for packaging and construction PE like pipe grade demand is increasing [quickly] as a segment,” an OPEC plastic manager said, adding that growth may be up to 20% next year in these segments.
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