SunSirs: China's Plastic Exports Increase by 3.65%, Benefiting Raw Material Prices

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

The article shows that China's plastic product exports increased by 3.65% year-on-year in December 2025, indicating an increase in demand for plastic products, indirectly benefiting the spot price of linear low-density polyethylene (LLDPE), as export growth may increase raw material procurement demand. Based on the data of polyethylene futures (such as the closing price of 2605 contract at 7,049 RMB/ton, up and down +52), the prices of the main contracts continue to rise and the trading volume increases, reflecting the market's optimistic expectations for the demand outlook. The change in holdings shows that some positions have been reduced but prices are still rising, strengthening the bullish atmosphere. The export growth rate is moderate, but combined with the trend of futures, it supports the bullish expectation.

The export growth of plastic products by 3.65% may increase the spot demand for low-density polyethylene (LDPE), which is favorable for prices, as LDPE is a common raw material for plastic products. The polyethylene futures market (such as the closing price of contract 2609 at 7,104 RMB/ton, up and down +68) shows that multiple contract prices have generally increased, settlement prices have risen, and trading volume has remained stable, indicating that the market's confidence in increased demand has strengthened. Although there has been a slight fluctuation in the amount of holdings, the overall price trend is upward, supporting the bullish trend of futures. Based on the moderate positive export data and the positive performance of the futures market, the comprehensive evaluation is above average positive.

The 3.65% increase in China's plastic product exports supports the spot price of high-density polyethylene (HDPE), as export expansion may increase raw material consumption and drive up demand. Polyethylene futures data (such as the settlement price of 2605 contract at 7,002 RMB/ton, up and down +52) shows that the price continues to rise, and the trading volume of the main contract is active, reflecting the expected improvement in market demand; Although the change in position showed a reduction in holdings, the price did not fall, indicating a bullish dominance. Export growth provides moderate positive news, combined with the upward trend of futures prices, evaluated as above general positive. Risks include limited export growth, which may lead to insufficient support.

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