[PC Morning Brief] Domestic PC Market Prices Expected to Continue to Fluctuate and Decline Next Week

1. Focus:

On Thursday, international crude oil prices fell. ， ICE Brent crude oil futures contract for October fell by $0.46 to $66.43 per barrel.

The price of raw material bisphenol A in the East China market closed at 7,950 yuan/ton, a decrease of 50 yuan/ton compared to the previous period.

3. There are currently no updates on ex-factory price adjustments from domestic PC manufacturers.

4. The focus of the spot market is still slightly declining. 。

Core logic: The cost pressure in the industrial chain is weakening, but the supply and demand pressure in the industry remains, and the market maintains a weak trend.

Three. Market Outlook

Next week, Wanhua Chemical's PC unit will enter its scheduled maintenance period, and the restart progress of Shengtong Juyuan's PC unit is pending further updates. There is an expectation of a slight reduction in domestic PC supply, but the extent is limited, making it difficult for the supply side to provide positive support. Meanwhile, downstream rigid demand remains weak, offering little support for PC demand. Additionally, major raw materials...Bisphenol A weakens in operationThe cost side of PCs has also declined accordingly. 。 The fundamental bearish pressure remains, and it is expected that the domestic PC market prices may continue to fluctuate downward next week.