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【PC Early Morning Tip】Supply is expected to shrink, PC market remains weak and consolidates at a low level.
Longzhong 2025-03-26 08:29:28

I. Focus Areas:

On Tuesday, international crude oil prices rose slightly, with ICE Brent crude futures for May rising 0.02 USD/barrel to 73.02 USD/barrel.

The price of bisphenol A in East China closed at 8,900 yuan per ton, down by 75 yuan per ton compared to the previous period.

This week, the ex-factory prices of domestic PC plants in China have remained largely stable, while Zhejiang Petroleum & Chemical's auction price decreased by 100 RMB per ton.

The PC spot market is currently stable and undergoing consolidation.

The core logic is that factories are mainly stabilizing prices, spot transactions are观望暂稳, downstream buyers are not following up extensively, and market trading conditions are poor. (注:原文中的“现货观望暂稳操作”可能需要更准确的上下文来确保翻译的准确性,上述翻译尽量保留了原文的结构和含义。)

Three,Outlook

As the domestic PC equipment maintenance season approaches in April, there are expectations of a supply contraction. Additionally, current PC prices have reached historic lows, creating a strong atmosphere for market stabilization. However, considering that downstream demand has not shown significant improvement and industry inventory still needs to be digested, it is expected that the domestic PC market will mainly operate in a low-level weak consolidation pattern, with attention on the further evolution of the market trends.

 

 

 

 

 

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