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机构点评榆林能耗双控：PVC库存进一步收紧逢回调配多 _ 东方财富网

【机构点评榆林能耗双控：PVC库存进一步收紧逢回调配多】9月15日榆林能耗双控对部分化工生产企业作50%-100%的减产，本次榆林双控影响4.8%的电石产能以及2.7%的PVC产能，在Q4本身有去库驱动的预期背景下，进一步收紧Q4库存，PVC持续偏强。策略推荐：甲醇和PVC继续多头配置，逢回调配多。PE，PP选择观望。 ....

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