


一 | 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。

二 | 今年上半年,PVC行业走势低迷,相关公司业绩分化。

三 | 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。

四 | 近年来,国内PVC行业正经历一轮结构性收缩。

五 | Ever since pop-star Taylor Swift made her engagement with Travis Kelce official, wedding buzz has taken over. The buzz is getting louder as there are reports coming in that Andrea Swift and Donna Kelce, who have reportedly taken the reins in planning what is shaping up to be a three-day celebration at Swift’s iconic Rhode Island estate. According to The Sun, the two moms have stepped into full planning mode, overseeing everything from floral concepts to logistics to ensure the couple gets the warm, intimate celebration they want. Though Swift and Kelce have yet to confirm an official date, sources say the pair envision a Friday-to-Sunday wedding weekend. This weekend is set to be a slow-building, deeply personal event. One that is very far away from the spectacle of stadium crowds. The plan includes a welcome gathering for their closest circle, a quiet ceremony, and a send-off brunch, all designed to feel like family rather than an extravagant celebrity spectacle. View this post on Instagram A post shared by Taylor Swift (@taylorswift) Swift’s Watch Hill mansion has forever been famous for its Fourth of July parties and thus quietly holds legendary status in Swift lore. This iconic location will serve as the venue. Preparations are already underway. With extensive landscaping, major floral installations, and garden expansions already transforming the estate into what insiders describe as a “sea of flowers.” Reports estimate $750,000 will be spent on flowers alone, with an additional $1.2 million invested in the grounds to craft a soft, romantic space hidden from public view. View this post on Instagram A post shared by Travis Kelce (@killatrav) Sources say Taylor has long dreamed of being “completely surrounded by flowers” on her wedding day. This vision is now being brough to life by the moms. Donna and Andrea are reportedly handling the most meaningful details, ensuring the event reflects who Taylor and Travis are as individual people, not just fan-favourite celebrities. Meanwhile, in the trailer for her upcoming Disney+ docuseries, The End of an Era, Andrea Swift offers rare praise for Kelce, saying, “He brings a lot of happiness.” The series, releasing December 12, offers insight into Swift’s world just as wedding preparations intensify.Also Read: Taylor Swift shows off her ring in first public outing with Travis Kelce after engagement。(证券时报)原文链接。
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