From January to July, the sales volume of excavating machines increased by more than 24% year on year. PVC industry centralized maintenance: August 10 commodity information

Macro

1. [PPI] National Bureau of Statistics: In July 2026, the ex-factory prices of manufacturing producers across the country rose 3.5 percent year-on-year and fell 0.7 percent month-on-month. The producer input price index rose 5.5% year on year and fell 1.0% month on month. In the January–July period, on average, the producer price index rose by 1.8% year on year, while the producer input price index increased by 2.8%.

2. [CPI] National Bureau of Statistics: In July 2026, the national consumer price rose 0.5 percent year-on-year, and from January to July, the national consumer price rose 0.9 percent over the same period last year. In July, the national consumer price index declined by 0.1% month-on-month.

3. [Import and Export] Customs data show that in the first seven months of 2026, China's import and export of goods trade continued a good development direction, with a total value of 30.13 trillion billion yuan, an increase of 17.3 percent over the same period last year. Among them, exports totaled 17.44 trillion yuan, up 14%, while imports reached 12.69 trillion yuan, an increase of 22%, with the development rate of imports continuing to outpace that of exports.

4. [Excavator] According to the latest statistics of China Construction Machinery sector Association, 19521 excavators of various types were sold in July 2026, up 13.9 year on year. Among them, domestic sales of 7608 units (including 41 electric excavators), an increase of 4.13; exports of 11913 units (including 62 electric excavators), an increase of 21.2. From January to July, a total of 171841 excavators were sold, up 24.8 per cent from the same period last year; domestic sales totaled 86633, up 18.8 per cent from the same period last year; and exports totaled 85208, up 31.7 per cent from the same period last year.

5. [US non-farm payrolls] data show that US non-farm payrolls fell by 23000 in July, with market estimates rising by about 80000. Employment figures to the first two months were also revised significantly downward: might was revised from an increase of 129,000 to 63,000, and June was revised from an increase of 57,000 to 20,000, to a combined reduction of 103,000 over the two months.

Energy

1. [Crude Oil] On August 7, international crude oil futures closed higher. U.S. WTI crude oil futures settled at $78.18 a barrel in September, up $0.89, or 1.1 percent. Brent crude oil futures settled at $83.55 a barrel in October, up $1.06, or 1.3 percent.

2. [Diesel] In the early morning of August 8, the Russian Ilsky Refinery (6.6 million tons/year) and the Sezland Refinery (8.9 million tons/year) were attacked and caught fire. Sezland was damaged twice in a week. Russian refining and processing has fallen to its lowest level since 2002, and the incident has further suppressed global diesel and fuel oil supply expectations.

3. [Natural gaseous] CNOOC announced that the first phase research project of Bozhong 19-6 gaseous field, the first 100 billion square gaseous field in Bohai Sea, has been fully put into operation, with a daily oil and gaseous equivalent of over 5200 tons. With the successive research of deep‑aquatic environments buried‑hill reservoirs such as Bohai 19‑6 and Bohai 26‑6, China’s offshore deep‑aquatic environments buried‑hill fields have collectively contributed over 6 million tons of oil and gaseous production, and their research capacity has been significantly enhanced.

4. [Natural gaseous] China imported 10.54 million tons of natural gaseous in July; From January to July, natural gaseous imported 67.923 million tons.

5. [Lignite] China imported 42.728 million tons of coal and lignite in July and 268.109 million tons from January to July.

Chemical engineering

1. [Phosphate Ore] On August 6, it was reported that in order to enhance the self-sufficiency rate of phosphorus resources, Xingfa Group plans to raise no greater than 3 billion yuan through a fixed increase in funds to the construction of Qiaogou Phosphate Ore 2.8 million tons/year mining projects and other projects.

2. [Soda Ash] In the week of August 6, the operating rate of soda ash plant was 78.37, down 2.32 from last week. Soda ash production was 746400 tons, down 2.87 from last week.

3. [Soda Aash] In the week of August 6, domestic soda ash stocks were 1.8495 million tons, up 2.71 from last week, including 1.0586 million tons of light soda ash and 790900 tons of heavy soda ash. China's soda ash companies shipped 697600 tons, a decrease of 6.87, soda ash shipment rate of 93.46.

4. [Fluorite] On August 10, the fluorite market in Jiangxi rose. At present, the mainstream price of 97% fluorite powder wet powder including tax is 3,550-3,600 yuan/ton.

5. [Lithium Carbonate] Sichuan Guocheng Lithium sector Co., Ltd. and Gico Supply Chain regulation (Chengdu) Co., Ltd. signed the "Lithium Carbonate prolonged Cooperation Agreement", agreeing to supply battery-grade lithium carbonate from August 2026 to July 2036, with pricing based on the average monthly price of the Guangzhou Futures Exchange and a measure discount.

6. [Lithium carbonate] The output of Argentina lithium carbonate in June was 11987.1 tons, up 59.1 percent year-on-year; the cumulative output in the first half of the year increased 49.4 percent year-on-year, and the export volume of lithium ore in the first half of the year soared 185 percent year-on-year.

Rubber and plastic

1. [PA66] Epoch, a British renewable nylon company, Biodesign to acquire the Spanish PA66 polymerization plant owned by the original Dao Mo Chemical to slightly greater than 4 million euros. With an annual output of 52000 tons, the plant will shift to the production of recycled materials and retain about 60 jobs. The company plans to combine AI enzyme recovery methodology to build a complete closed-loop manufacturing chain.

2. [PVC] PVC sector Maintenance Concentrated to Landing: Inner Mongolia Junzheng Wuda Factory Maintenance on August 10 and 21; New Zhongjia stopped on August 20; Formosa Ningbo Vinyl PVC Overhaul in August. Domestic cumulative nearly 5 million tons of PVC production capacity in the maintenance/shutdown window, electric stone just need to support the continuation.

3. [PE] Dynamics of Energy Extension PE Unit: The 450000-ton low-voltage unit will be shut down to maintenance from August 3 and is expected to end on September 22.

4, [rubber] customs data show that in July 2026, China imported 580000 tons of natural and synthetic rubber, down 8.5. From January to July 2026, China imported 4.515 million tons of natural and synthetic rubber (including latex), down 4.1 percent year-on-year.

5. [Tires] The American Tire Manufacturers Association (USTMA) predicted U.S. tire shipments to that year in July 2026. It is expected that total shipments will drop by 1.8 to 0.3303 billion in 2026, down from 0.3363 billion in 2025 and 0.3327 billion in 2019.

Textiles

1. [lint] According to the standards of relevant departments of the state and the 2026 central reserve cotton sales announcement, the reserve price to the central reserve cotton wheel is 16480 yuan/ton (equivalent to standard grade 3128B) in the fourth week (August 10-14).

2. [Lint] China Cotton Reserve regulation Co., Ltd. is scheduled to go on sale on August 10 through the national cotton trading market. The central cotton reserve weighs 8023.6830 tons, totaling 46 bales.

3. [Lint] From August 3 to August 7, the sales of reserve cotton totaled 40100 tons of listed reserve cotton resources, with a total turnover of 40100 tons, with a turnover rate of 100. The average transaction price is 17014 yuan/ton, the 3128 price is 17663 yuan/ton, and the average increase is 1497 yuan/ton.

4. The International Cotton Advisory Committee (ICAC) predicts that global cotton production will drop by 2% to 25.8 million tons in 2026/27, while consumption will remain at about 25.5 million tons. As the gap between supply and demand continues to narrow, exporters' inventories will have become increasingly crucial in meeting international demand.

Steel

1. [Iron Ore] Workers of Australian mining giant BHP Billiton in Port Hedland, Western Australia, began a two-day strike on the 8th, including a 24-hour ship loading ban and a subsequent 24-hour work stoppage.

2. [Iron and Steel] The 1780mm pickling and cold rolling project of the Tosyali cold rolling complex project constructed by Hebei Metallurgical Construction Group Co., Ltd. has recently successfully completed the thermal load test run and successfully entered the production stage.

3. [Galvanized Sheet] On August 7, the inventory of key domestic cities was monitored. The social inventory of galvanized sheet coils was 1.5993 million tons in the week, up 9500 tons from the previous week, 600 tons from the previous month, and 310500 tons from the previous year.

4. [Steel] Customs data show that China exported 10.121 million tons of steel in July 2026 and 64.995 million tons in January-July, down 4.4 percent from the same period last year. In July, China imported 445,000 tonnes of steel. From January to July, cumulative steel imports totaled 3.14 million tonnes, down 10.1% year on year.

5. [Steel] China Steel Association: In late July 2026, key statistics show that iron and steel companies will create 20.51 million tons of crude steel, with an average daily production of 1.864 million tons, with a daily production decrease of 7.5 month on month. 19.3 million tons of pig iron, with an average daily production of 1.754 million tons, with a daily production decrease of 4.7 month on month. 21.8 million tons of steel, with an average daily production of 1.982 million tons, up 2.7 month on month. According to this estimate, the country's daily production of crude steel 2.52 million tons, down 7.5 percent month-on-month, daily production of pig iron 2.22 million tons, down 4.7 percent month-on-month, daily production of steel 4.16 million tons, up 0.6 percent month-on-month.

In late July 2026, the steel inventory of key statistics steel companies was 16.28 million tons, a decrease of 1.85 million tons or 10.2 percent from the previous ten days; an increase of 2.14 million tons from the beginning of the year, an increase of 15.1 percent; basically the same as the same ten days last month; an increase of 1.5 million tons from the same ten days last year, an increase of 10.1 percent, and an increase of 230000 tons from the same ten days last year, an increase of 1.4 percent.

Colored

1. [Germanium] Wushe Germanium Mine was approved by the International Mineralogical Association in August 2026. It is the first independent germanate mineral in China, with an average germanium oxide content of 72%. It is the third germanium-rich mineral in the mining area, which is of great significance to the study of germanium enrichment mechanism.

2. [Aluminum] Guinea signed a contract with the state-owned enterprise Nimba Mining to independently carry out bauxite mining and sales, lay out alumina and aluminum items processing to enhance added value, enhance mining revenue manage, and promote the industrialization goal of "Simandou 2040.

3. [Zinc] It is understood that the maintenance of mines in some areas of the country will resume in August, and the output is expected to increase month on month. However, considering the frequent disturbance of domestic mine supply and the shutdown of some mines to some reasons, it is expected that the development rate of domestic zinc concentrate production in August will be limited.

4, [gold] China's gold reserves at the end of July reported 76.08 million ounces (about 2366.353 tons), an increase of 640000 ounces (about 19.91 tons). China’s central bank has increased its gold reserves to the 21st consecutive month.

5. [Copper ore] In July 2026, copper ore and its concentrate were imported 2.379 million tons, with a cumulative import of 16.985 million tons from January to July, down 1.8 percent from the same period last year.

6. [Copper] Imports of unwrought copper and copper in July 2026 were 425000 tons, with a cumulative import of 2.915 million tons from January to July, down 6.2 percent year on year.

Building materials

1, [glass] as of August 6, 2026, the national float glass sample companies total inventory of 74.898 million heavy boxes, ring -455000 heavy boxes, ring -0.6, year-on-year +21.1. Discount inventory days 34.3 days, compared with the previous period -0.1 days.

Agricultural and sideline items

1. [Soybean] According to the announcement of the State Grain Trading Center, entrusted by China Grain Oil and Fat Co., Ltd., a bidding transaction of 516000 tons of imported soybeans was organized at 13:30 on August 12, 2026 at the Grain Trading Coordination Center of the State Grain and Material Reserve Bureau and the national grain trading centers of all provinces (autonomous regions and municipalities) connected to the network.

2. [Soybean] Customs data show that China imported 11.477 million tons of soybeans in July 2026 and 61.511 million tons in January-July 2026, an increase of 0.7 percent over the same period last year.

3. [Soybean] The US Department of Agriculture's Zhou du Export Sales Report shows that as of July 30, 2026, the cumulative US soybean export to China (mainland region) in 2025/26 (starting from September 1) was 12.29 million tons, down from 12.29 million tons a week ago, down from 22.48 million tons in the same period last year.

4. [Corn] The US Department of Agriculture's Zhou Dou Export Sales Report shows that as of July 23, 2025, the US corn export shipment to China (Mainland) in 2025/26 was 0 tons, compared with 32700 tons in the same period last year. The United States did not ship corn to China that week, and there was no shipment in the previous week.

5. [Corn] EU data show that EU corn imports have increased 30% year-on-year so far in 2026/27. The share of the United States has increased significantly. As of August 2, 2026, Ukraine was the EU's number one corn supplier, with 681000 tons, an increase of 62.0 percent year-on-year; its share increased from 43.2 percent in 2025/26 to 54.0 percent.

6. [Rapeseed] EU data show that EU rapeseed imports decreased by 61% year-on-year in 2026/27, with the share of imports from Ukraine rising. As of August 2, 2026, Ukraine was the EU's number one supplier of rapeseed, with a volume of 36000 tons, an increase of 152.8 percent year-on-year, and its share increased from 5.4 percent to 35.2 percent.

7. [White Sugar] As of July 1, the 2026/27 squeezing season had squeezed 214.47 million tons of sugarcane in Brazil's main producing areas, up 3.82 from 206.573 million tons in the same period of the previous squeezing season. The main producing areas produced 10.754 million tons of sugar, 1.52 million tons less than 12.274 million tons in the same period of the previous season, down 12.38 percent from the same period last year.

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(Source: Business Society)