According to customs statistics, HDPE imports in December 2025 amounted to 549,700 tons, representing a year-on-year increase of 7.80% and a month-on-month increase of 32.28%. PriceSeek's analysis of HDPE assigns a bullish/bearish score of -1. The import volume of HDPE in December 2025 reached 549,700 tons, up 7.80% year-on-year and 32.28% month-on-month, indicating a significant increase in supply. This may lead to oversupply in the domestic market, putting downward pressure on spot prices. As a bulk commodity, supply growth typically exerts bearish pressure on prices. However, considering that the magnitude of import growth is not extreme, the score is set as mildly bearish (-1).

For LLDPE, the bullish/bearish score is -0.5. Although the article does not directly mention LLDPE data, as a polyethylene product, its market dynamics are highly correlated with HDPE. The substantial increase in HDPE imports may reflect a broader trend of rising polyethylene supply, indirectly exerting pressure on LLDPE spot prices. However, the impact is weaker than that on HDPE. Due to the lack of direct data, the score is set as slightly bearish (-0.5).

For LDPE, the bullish/bearish score is -0.5. As a member of the polyethylene family, LDPE shares similar supply and demand dynamics with HDPE. The significant month-on-month increase of 32.28% in HDPE imports may indicate potential supply growth for LDPE, which is bearish for spot prices. However, the article does not provide specific data for LDPE, so the impact assessment should be approached with caution. Based on market correlations, the score is set as slightly bearish (-0.5).