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Seeing from several large beverage factories recently, as the peak of the pandemic has passed and the small peak season of demand around the Spring Festival approaches, the operating rate of large beverage enterprises gradually increased from 40-50% to 70-80% after New Year's Day. From the tracking
The operating rate of existing units may not change much later later. Hengli and Yisheng will remain shut; Fuhaichuang runs at lower rate; Energy Investment and Ineos may not restart in the short term; FCFC Ningbo may shut shortly. The PTA output increment in January may mainly from the new units, w
