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【品种策略】PVC：08月26日多家期货公司晨报观点汇总_我的网站
A | PVC机构观点汇总期货公司方向核心逻辑广州期货震荡PVC亏损促供应收缩、库存环比下降，但绝对库存高企、地产拖累需求偏弱；成本支撑限制下跌，需求实质回暖前反弹空间有限。南华期货震荡供应端受亏损约束且近期去库，对价格有支撑；但内需疲弱、库存同比高增，供需双弱，库存压力仍存，向上驱动有限。
B | 兴业期货偏空原料价格走弱导致成本支撑下移，检修接近尾声、供应回升预期增强，地产需求疲软，库存压力持续，PVC价格承压。 According to the Japanese daily Nikkei, the government of Prime Minister Fumio Kishida will scrap its usual ceiling on defense-related spending requests for the coming fiscal year, paving the way for a dramatic increase in military spending. Kishida is set to approve the policy before the end of the month.,Jeff Kingston, director of Asian Studies at the Tokyo campus of Temple University, told the South China Morning Post that the assassination of former Prime Minister Shinzo Abe earlier this month had allowed his Liberal Democratic Party to pursue its longstanding goal of amending Article 9, the so-called pacifism clause, of Japan’s constitution.,“It is clear that Kishida was already planning to boost defense spending, but the assassination of Abe has served to put wind in his sails and even the normally extremely cautious Ministry of Finance is not now raising any objections,” Kingston told the Hong Kong paper.,Abe’s killing, just days before parliamentary elections, catapulted the Liberal Democrats, a right-wing party, to a resounding victory and an even greater majority in the House of Councillors, the upper house of the Japanese Diet.,He said that between recent missile tests by the Democratic People’s Republic of Korea (DPRK), increased tensions with China over Taiwan, and Russia’s special operation in Ukraine, Kishida’s government was “almost spoiled for choice” when it came to justifications for hiking the defense budget.,Japan, US Hold Joint Air Drills Involving 52 Aircraft: Military14 July, 07:48 GMT,“[W]hat is interesting is that if Abe had put forward these plans when he was prime minister, there would have been a quick and harsh pushback,” Kingston told the SCMP. During his nine years in power, Abe pushed to remove or amend the pacifism clause of the Japanese constitution that was put in place after World War II as a guard against renewed Japanese militarism.,“Everything that has happened in Ukraine has really put the liberal left on the back foot and altered that commitment to peace that has long been a part of the national psyche,” he added. “I had expected a more vigorous response, but it has been relatively muted.”,According to the Stockholm International Peace Research Institute (SIPRI), Japan had the world’s ninth-largest military budget last year, spending $54.1 billion, or 1.1% of its GDP, despite its pacifist constitution. That was a 7.3% increase over its budget the previous year, the largest increase of any of the top 15 military spenders except for Iran.,Nonetheless, Defense Minister Nobuo Kishi said in April that Kishida’s government has plans to double that to 2% of GDP within five years. At a projected $108 billion per year, that would make Japan's military budget the world’s third-largest, after the United States and China. Kishi said Japan was particularly interested in “counterstrike capabilities” that could hit the bases of countries that attack the island nation.,However, the move isn’t particularly popular with the Japanese public. A June poll by Japan’s Kyodo News Agency found that while 37.2% of Japanese citizens surveyed supported the proposed increase, almost as many, 31.5%, opposed it.。正信期货研究院震荡PVC供需双弱...。
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