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一 |     

    A drone carrying daily necessities takes off from a low-altitude smart logistics base to deliver supplies to vessels operating on the Yangtze River at a port in Tongling, East China's Anhui Province, on August 25, 2026. In recent years, the area has leveraged the opportunities presented by low-altitude economy and its strategic location along the Yangtze River to provide fast, drone-based delivery of supplies to passing vessels. Photo: VCG
。    在煤炭、原油等上游原料价格高位波动的背景下，国内PVC（聚氯乙烯）市场近期呈现底部走强的运行态势。今年上半年，PVC行业走势低迷，相关公司业绩分化。

二 | 业内普遍认为，成本端抬升为PVC价格提供了底部支撑，但高库存与弱需求的现实约束仍存，市场短期难以摆脱震荡筑底态势。PVC是全球产量最大的通用塑料之一，被广泛应用于建筑、电力、包材及医疗器械等领域。其中，房地产及基建相关的管材、型材需求约占PVC总消费量的六成以上，使其成为观察国内地产及基建景气度的重要风向标。

三 | 近年来，国内PVC行业正经历一轮结构性收缩。

四 | （证券时报）原文链接。

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Published on:07:49:15