During the period (December 19–25, 2025), the capacity utilization rate of domestic polyethylene producers was 82.64%, a decrease of 1.22 percentage points compared to the previous period.
PriceSeek Analysis
LLDPE
Bull-Bear Score: 1
The capacity utilization rate decreased by 1.22 percentage points to 82.64%, indicating a reduction in polyethylene production and supply, which may drive up spot prices. Combined with futures data, the main polyethylene contract, such as 2605 (closing price: 6,449 CNY/ton, up 24 CNY), has recently risen. Expectations of supply contraction may further support futures prices, favoring the bullish side.
HDPE
Bull-Bear Score: 1
The capacity utilization rate decreased by 1.22 percentage points, reflecting tightening HDPE supply, which may boost spot prices. In the futures market, polyethylene contracts such as 2605 (open interest: 508,923, up 24 CNY) show active trading, and expectations of reduced supply may strengthen the upward trend in futures, supporting favorable market conditions.
LDPE
Bull-Bear Score: 1
The capacity utilization rate declined by 1.22 percentage points, suggesting reduced LDPE supply, which may drive up spot prices. Combined with polyethylene futures data, the main contract 2605 (trading volume: 397,441, up 24 CNY) shows strong performance. Supply-side contraction may sustain the bullish trend in futures, bolstering confidence among bulls.
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