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Sure enough, the good days of PCs with shipments started to be blocked are over in early September? "The prediction at the end of the article is consistent, the price balance of the PC market in China's plastic city has turned to the positive side after a short-term consolidation in mid-September, and the monthly increase of 1,000 yuan is only normal (see Table
grade | Origin/Manufacturer | September 15 | October 13 | ups and downs |
PC-1100 | Lotte Chemical | 14800 | 16300 | 1500 |
PC-010 | Kazan, Russia | 14100 | 15800 | 1700 |
1303-15 | LG Chem | 16800 | 18000 | 1200 |
2805 | Covestro | 15700 | 16700 | 1000 |
L-1225L | Jiaxing Emperor | 17500 | 20000 | 2500 |
PC-110 | Chi Mei Taiwan | 15900 | 17000 | 1100 |
S3001R | Shanghai Mitsubishi | 16500 | 17200 | 700 |
SC-1100R | Lotte Advanced Materials | 15500 | 16500 | 1000 |
WY-106BR | Lihua Yiweiyuan | 14100 | 15600 | 1500 |
LXTY1609 | Luxi Group | 14300 | 15500 | 1200 |
Table 1: The price rise and fall of some brands in the PC market of China Plastics City since mid-September (yuan/ton)
Upstream: Although crude oil was quiet, BPA continued the hot trend in early Septemb.
product | September 30 | October 13 | ups and downs |
phenol | 5450 | 5900 | 450 |
acetone | 6850 | 7600 | 750 |
Bisphenol A | 11800 | 12700 | 900 |
Table 2: The price fluctuation of PC upstream related raw materials from the end of September to the present (yuan/ton)
Petrochemical: Due to the domino effect, the price of bisphenol A has been tightened, and the petrochemical Ctrl+V is perfectly replicated (see Table
Origin/Manufacturer | September 15 | October 13 | ups and downs |
Luxi Petrochemical | 14200 | 15200 | 1000 |
Shanghai Covestro | 15500 | 16000 | 500 |
Lihua Yiweiyuan | 14000 | 14600 | 600 |
Table 3: Price fluctuations of some PC manufacturers since mid-September (yuan/ton)
Downstream: As the end point of the chain effect, PC downstream can be said to be quite powerful, and it has created a pattern of "supply in short supply" with Petrochemic.
Summary: The author believes that PC Xiaoao is not an extravagant hope for the entire October, for the following four reaso.