There is still room for downward adjustment in the price of bisphenol A

In August, the domestic price of bisphenol A fell sharply, falling below the 9,500 yuan (ton price, the same below) ma.

Industry insiders believe that with the collapse of cost support and demand in the off-season, there may be room for bisphenol A to continue to decline in the market outlo.

Market supply is stable

Since the third quarter, the domestic bisphenol A market has basically maintained a low and volatile trend, with the price hitting 9,600 yuan twi.

Zheng Mingnan, an analyst at Zhongyu Information, said that the new production capacity has put pressure on the market and will continue to affect the market outlook for bispheno.

It is understood that in June, a 135,000-ton/year bisphenol A plant of Changchun Chemical (Jiangsu) .

Wang Chunming, general manager of Shandong Ruiyang Chemical Trade .

From the data in the first half of the year, the total import volume of bisphenol A reached 314,000 tons, with a monthly average of 52,000 tons, much higher than last year's monthly average of 39,000 to.

Wang Chunming believes that the current supply of bisphenol A manufacturers is stable, the operating rate is 794%, and there is no maintenance plan for the time bei.

Weakening cost support

From the point of view of phenol, the raw material of bisphenol A, the market price has dropped, and it is difficult to support the cost of bispheno.

According to Wang Juanjuan, an analyst at Jinlianchuang, traders are not optimistic about the future of phenol due to lack of buying intere.

From the perspective of profitability, the raw material pure benzene continued to trend downward, and the listed price of Sinopec was reduced by 150 yuan; the raw material acetone also weakened, and the overall production cost of phenolic ketones was reduced, but the industry was still in a state of lo.

Although the profit of phenol is unsatisfactory, the enthusiasm for starting domestic factories is still high, and the load is as high as 9

Industry insiders said that the domestic phenol market outlook will be dominated by shoc.

weak demand

        Wang Juanjuan introduced that the current downstream epoxy resin market of bisphenol A is running weak.

        For the market outlook, industry insiders believe that the domestic epoxy resin market will follow the decline of raw materials and run down in a narrow range, and the operating rate of manufacturers in the off-season demand will be difficult to increase, which will have a limited role in supporting the bisphenol A mark.

        Another downstream PC market is volatile as a who.

        According to statistics, among the PC production units, Sinopec Mitsubishi's 70,000-ton/year unit runs on one line and one line stops; Luxi Chemical's 300,000-ton/year unit was shut down for maintenance on August 7 for about a month; Wanhua Chemical 7 The maintenance plan for the 10,000-ton/year unit will be stored in mid-Augu.

        Industry insiders said that in the later period, there were many maintenance and repairs of domestic PC devices, which made it difficult to form a demand-side support for the bisphenol A mark.