According to the bulk ranking data from SunSirs, the domestic PC market in early February was generally weak, with some spot prices of certain brands experiencing a slight decline. As of February 10th, the mixed benchmark price of SunSirs PC is around 16,400 RMB/ton, with a price increase or decrease of -0.51% compared to early February.
In terms of supply: In February, the load of domestic PC aggregation enterprises remained stable with an increase, and the industry average operating rate increased by about 3% to 81% compared to before the holiday. The average weekly production remains at a super high level of over 60,000 tons, and the on-site supply of goods is still abundant. The supply-demand imbalance pattern remains unchanged. The inventory position is on the high side, and the manufacturer's pricing continues to be at the pre holiday level. The market supply side's support for PC prices is average.
In terms of raw materials: From the above chart, it can be seen that after the significant rebound of bisphenol A at the end of last year, the long positions before the holiday gradually exhausted. In addition, the recovery of demand side after the holiday still needs a process, and the upward trend of bisphenol A price was hindered before entering the consolidation market. Upstream acetone has risen within ten days, boosting the confidence of industry players. Overall, the support of raw materials for PC costs is still acceptable.
In terms of demand: The PC consumption pattern has been weak for a long time, and the overall trend continues to be weak at the end of last year. The pre holiday purchasing logic is focused on weak demand, with average stocking efforts and a wait-and-see attitude among businesses. Recently, downstream factories have been slow to return due to holidays, and the load on end enterprises is not high. Buyers are resistant to high priced goods. The slow circulation of goods in the market has limited changes, and the demand side has poor support for PC spot prices.
The domestic PC market had a weak consolidation in early February. The upstream bisphenol A market is currently maintaining consolidation, providing sufficient support for the PC cost side. The load of domestic PC aggregation plants has increased by more than 3%, while the supply remains loose. The high level of inventory in the industry has limited changes, and there has been no substantial improvement in supply pressure. In early February, the recovery of downstream demand was slow, and there was some pre holiday inventory digestion. It will take some time for businesses to return. It is expected that PC will continue to focus on organizing and running in the short term.
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