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[pbt daily review] raw material support continues to strengthen, pbt market becomes increasingly cautious

Longzhong 2025-10-27 18:08:36

1 Today's Summary

This week's PBT manufacturers' prices remain stable overall.

This week's PBT units have fewer maintenance activities.

③ The PBT production for this period is 23,700 tons. The capacity utilization rate is 55.69%, an increase compared to the previous period. 。 The average domestic PBT gross profit this week is at -317 Yuan/ton, up 26% month-on-month. Yuan/ Ton 。

2 Spot Overview

The mainstream price of medium and low viscosity PBT resin in the East China region is between 7400-7700 yuan/ton today, unchanged from the previous working day. Today, the PBT market is operating in a wait-and-see mode, with the PTA market continuing its strong trend and the BDO market experiencing fluctuations within a range. On the raw material side, PTA policy guidance has boosted sentiment, and the strengthening of cost support is favorable to the PBT market outlook, leading to a fermenting of wait-and-see sentiment within the market. ， According to Longzhong Information, the price of low-viscosity PBT pure resin in the East China market is 7,400-7,700 yuan/ton.

Figure 1: 2025 Domestic PBT East China Market Price Trend (Yuan/Ton)

[PBT日评]：基本面缺乏空好推动 PBT市场观望运行（20251021）

Data Source: Longzhong Information

3 Production Dynamics

Within the week The PBT unit at Meizhou Bay, Fujian (Fujian Haiquan) has completed maintenance and resumed production. The domestic supply of PBT has increased. The PBT production in this period is 23,700 tons. The capacity utilization rate is 55.69%, an increase compared to the previous period. 。 This week's domestic PBT average gross profit is at -317 Yuan/ton, a month-on-month increase of 26. Yuan/ ton 。

Figure 2: Trend Chart of Domestic PBT Capacity Utilization Rate in 2025	Figure 3 2025 Domestic PBT Profit and Price Comparison Chart (RMB/ton)

Data Source: Longzhong Information	Data Source: Longzhong Information

4 Price Prediction

The PBT market is expected to operate in a wait-and-see mode. On the raw material side, the new PTA plant trial run over the weekend has led to strong expectations of weakened supply and demand. However, policy guidance has strengthened the overall industry chain trend, with low valuation combined with cost push, resulting in a continuation of a strong short-term PTA spot market pattern. The BDO market has no clear news release, with intensified supply and demand negotiations and contract orders being fulfilled, leading to a stable overall market pattern and no significant changes in the short-term fundamentals. The raw material side generally supports a strong expectation, boosting PBT market sentiment, with increased willingness for procurement from downstream and end-users. Therefore, Longzhong expects the East China market for mid to low viscosity PBT resin to be at 7400-7700 yuan/ton tomorrow.

5 Relevant product information

PTA Market: This week and next week, the main port delivery for January is offered at a discount of 75-85, with bids heard at a discount of 80-88 being transacted. For mid-to-late November, main port delivery for January is transacted at a discount of 70-75. The absolute price rose during the day, reducing new risks due to internal competition, but the buying interest was insufficient. The spot basis is narrowly adjusted, and overall trading is light. (Unit: Yuan/ton)

BDO Market: As of the time of reporting, spot bulk mainstream negotiations in the East China region are at 7,300-7,500 RMB/ton, and barrel negotiations are at 8,300-8,500 RMB/ton (acceptance and delivery), unchanged from the previous period. Today, the BDO market in East China is observing a wait-and-see approach. At the beginning of the week, the market news is sparse, and the sentiment of watching and waiting among industry players continues. Transactions are mainly driven by contractual orders for immediate needs, with supply and demand negotiations in a stalemate, and the market situation remains stagnant. 。

6 Data Calendar

Table 2 Overview of Domestic PBT Data (Unit: ton, yuan/ton)

Data	Publication Date	Previous Data	Current Trend Forecast
PBT Capacity utilization rate	Thursday 5:00 PM	55.69 %	↘
PBT Weekly Production	Thursday 5:00 PM	2.37 10,000 tons	↘
PBT Weekly Profit	Thursday 5:00 PM	-317 yuan/ton	↘
Data Source: Longzhong Information Note: 1 Consider significant fluctuations as large fluctuations, highlighting data dimensions with a change exceeding 3%. 2 Regarded as narrow fluctuations, highlight the data with a price change range within 0-3%.

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[pbt daily review] raw material support continues to strengthen, pbt market becomes increasingly cautious

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