[PC Morning Brief] Domestic PC Market Prices Expected to Continue Rising After the Holiday

1. Focus:

During the National Day holiday, international crude oil prices fell more than they rose. ， ICE Brent crude futures for November contract fell by $1.72 to $66.25 per barrel.

The price of raw material bisphenol A in the East China market was 7,850 yuan/ton, remaining stable compared to the previous period.

Before the holiday, domestic PC factory ex-works prices are stable or increased by 100-200 RMB/ton.

4. Domestic spot pricesContinuous recovery.

Core logic: Support from supply remains favorable, market sentiment is moderately cautious, and downstream follows at appropriate prices.The market continues to recover. 。

Sure, please provide the content you would like translated into English. Market Outlook

The continued positive expectations for supply are boosting market sentiment, and ahead of the holiday, the prices of domestic PC spot goods are mostly rising, with the market atmosphere remaining cautiously mild. After the holiday, the prices of raw material bisphenol A are weak, which does not provide cost support for PC. However, the operating rates in the PC industry are declining, leading to a continuous decrease in spot supply in the short to medium term, which supports both market sentiment and prices. The market trend is temporarily influenced by the raw material side, but will clearly rise due to its own supply-demand dynamics. It is expected that after the holiday, domestic PC market prices are likely to continue to rise, with attention on downstream buying follow-up at high price levels and the digestion of previous social inventory.