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How much potential is there for PCs racing against BPA?

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

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The days of polycarbonate (PC) are far from the glory of its book da.

In the first half of 2020, the average loss of PC companies reached 615 yuan / ton, of which the average loss from May to June exceeded 1,100 yuan / ton, which can be said to be miserab.

grade	Origin/Manufacturer	October 30	November 9	ups and downs
143R	SABIC (formerly GE)	18000	19800	1800
PC-1100	Lotte Chemical	17400	19800	2400
PC-010	Kazan, Russia	16500	19000	2500
2805	Covestro	19000	21000	2000
PC-110	Chi Mei Taiwan	18500	20000	1500
S3000UR	Shanghai Mitsubishi	18500	21000	2500
S3001R	Mitsubishi Thailand	18500	20500	2000
SC-1100R	Lotte Advanced Materials	17500	19500	2000
1201-22	LG Chem	16500	21000	4500
WY-106BR	Lihua Yiweiyuan	16500	18600	2100
ET3113	Covestro	17800	18500	700
LXTY1609	Luxi Group	16500	18400	1900

/1030119143R（GE）18000198001800PC-110017400198002400PC-01016500190002500280519000210002000PC-11018500200001500S3000UR18500210002500S3001R18500205002000SC- 1100R Lotte Advanced Materials 17500195002000 1201-22LG Chemical 16500210004500WY-106BR Lihua Yiweiyuan 16500186002100ET3113 Covestro 1780018500700LXTY1609 Luxi Group 16500184001900.

Similar to the surge in mid-October, this market is also led by bispheno.

factory	October 30	November 9	ups and downs
Changchun Chemical	13000	14200	1200
Sinopec Mitsui	13200	14000	800
Nantong Star	13200	14000	800
Lihua Yiweiyuan	13000	13600	600

Manufacturers, October 30, November 9, Changes, Changchun Chemicals, 13000142001200 13000142001200 Changchun Chemical 13000142001200 Sinopec Mitsui 1320014000800 Sinopec Mitsui 1320014000800 Nantong Star 1320014000800 Nantong Star 1320014000800 Lihua Yiweiyuan 13000136001300 Lihua Yiweiyuan130

Table 2: Price rise and fall of bisphenol A manufacturers since November (yuan/ton)

On the one hand, it is due to the low price of bisphenol A; on the other hand, it is a hype to chase profi.

factory	October 30	November 9	ups and downs
Shanghai Covestro	18200	20000	1800
Lihua Yiweiyuan	16100	17000	900
Luxi Petrochemical	16400	18000	1600

Manufacturers on October 30th on November 9th Shanghai Covestro 18200200001800 Lihua Yiweiyuan 1610017000900 Luxi Petrochemical 16400180001600 Manufacturers on October 30th on November 9th on November 9th Manufacturers on October 30th on November 9th Shanghai Branch Sitron18200200001800Shanghai Covestro18200200001800Lihua Yiweiyuan1610017000900Lihua Yiweiyuan1610017000900Luxi Petrochemical16400180001600Luxi Petrochemical16400180001600

Table 3: Price changes of some PC manufacturers from November to now (yuan/ton)

At present, the main downstream application industries of PC are performing relatively well, and the data is also a commonpla.

In terms of home appliances, in September 2020, the retail volume of refrigerators was 48 million units, an increase of 38% year-on-year; the retail volume of refrigerators was 345,000 units, an increase of 33% year-on-year; the retail volume of washing machines was 98 million units, an increase of 33% year-on-year; the retail volume of air conditioners was 107 million units, A year-on-year increase of 3

Summary: In the long run, the PC may not have much potential to be tapp.

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