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ChemPriceHub Important Reminder: China's Plastic Exports Increase by 3.65%, Boosting Raw Material Prices
Published on 2026-01-30

In December 2025, China's plastic product exports reached 3.0718 million tons, a year-on-year increase of 3.65%.

PriceSeek Analysis: LLDPE
Bull-Bear Score: 1.5
The article indicates that China's plastic product exports grew by 3.65% year-on-year in December 2025, suggesting an increase in demand for plastic products. This indirectly benefits the spot price of Linear Low-Density Polyethylene (LLDPE), as export growth may boost raw material procurement demand. Combined with polyethylene futures data (e.g., the closing price of the 2605 contract at 7,049 yuan/ton, up by +52), the continuous rise in the main contract price and increased trading volume reflect market optimism about future demand. Although changes in open interest show some reduction, the upward price trend reinforces the bullish sentiment. A score of 1.5 indicates a generally positive outlook, as the moderate export growth, combined with supportive futures trends, supports a bullish expectation.

LDPE
Bull-Bear Score: 1.5
The 3.65% growth in plastic product exports may increase spot demand for Low-Density Polyethylene (LDPE), benefiting its price, as LDPE is a common raw material for plastic products. Polyethylene futures data (e.g., the closing price of the 2609 contract at 7,104 yuan/ton, up by +68) show widespread price increases across multiple contracts, with rising settlement prices and stable trading volumes, indicating strengthened market confidence in demand growth. Although open interest changes show slight fluctuations, the overall upward price trend supports a bullish futures market. A score of 1.5 is based on the moderately positive export data and the active performance of the futures market, assessed as generally favorable.

HDPE
Bull-Bear Score: 1.5
China's 3.65% growth in plastic product exports supports the spot price of High-Density Polyethylene (HDPE), as export expansion may increase raw material consumption and drive demand. Polyethylene futures data (e.g., the settlement price of the 2605 contract at 7,002 yuan/ton, up by +52) show continued price increases, with active trading volume in the main contract, reflecting market expectations of improved demand. Although open interest changes indicate a reduction, the price remains stable, suggesting bullish dominance. A score of 1.5 reflects the moderate positive impact of export growth, combined with the upward trend in futures prices, assessed as generally favorable. Risks include limited export growth, which may weaken support.

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