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Are the good days of hampered PC shipments over?

 Last Update: 2022-08-16
 Source: Internet
 Author: User

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Since August, PC appears to have entered a "bull market" cycle with strong gai.

grade	Origin/Manufacturer	August 3	September 8	ups and downs
PC-1100	Lotte Chemical	13700	15300	1600
1201-10	LG Chem	15000	15500	500
2805	Covestro	14600	15700	1100
IR2200	Formation of light	14200	16500	2300
L-1225Y	Jiaxing Emperor	15800	17000	1200
SC-1100R	Lotte Advanced Materials	13700	15800	2100
WY-111BR	Lihua Yiweiyuan	12800	14300	1500
LXTY1609	Luxi Group	12800	14300	1500

/8398PC-1100137001530016001201-10 LG1500015500500280514600157001100IR220014200165002300L-1225Y15800170001200SC-1100R13700158002100WY-111BRYuan 12800143001500LXTY1609 Luxi Group 12800143001500 Brand Origin/Manufacturer August 3rd September 8th Brand Origin/Manufacturer August 3rd September 8th Change PC-1100 Lotte Chemical 13700153001600PC-1100 Lotte Chemical 13700153001600120155050 LG Chemical -10 LG1500015500500280514600157001100280514600157001100IR220014200165002300IR220014200165002300L-1225Y15800170001200L-1225Y15800170001200SC-1100R13700158002100SC-1100R13700158002100WY-111BR12800143001500WY-111BR Lihua Yiweiyuan12800143001500LXTY1609Luxi Group12800143001500LXTY1609Luxi Group12800143001500

Table 1: The price change of some brands in the PC market of China Plastics City since August (unit: RMB/ton)

Bisphenol A: The fiery state of Bisphenol A is the driving force behind the vigorous growth of the PC mark.

Figure 1: Price trend of bisphenol A in East China market from August 3 to September 9 (unit: RMB/ton)

Supply: Domestically, although the operating load of the PC market has been gradually increasing since the third quarter, it is still unsatisfacto.

Demand: From January to July 2020, the added value of electronic information manufacturing above designated size increased by 7% year-on-year; the export delivery value of electronic information manufacturing above designated size increased by 1% year-on-ye.

Summary: To sum up, the current upstream and downstream and petrochemical performance are relatively healthy, traders are very enthusiastic, the balance of the short-term PC market is still tilted to the better side, and the long-term market should pay attention to the further game between the good and the b.

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