[PC Morning Briefing] Domestic PC Market Expected to Remain Stable in the Near Term

I. Focus Points:

On Tuesday, international crude oil prices rose. ， ICE Brent crude oil futures contract 11 is up $1.06 at $67.63 per barrel.

The price of raw material bisphenol A in the East China market was recorded at 7,975 yuan per ton, a decrease of 75 yuan per ton compared to the previous period.

This week, domestic PC factories mainly maintained stable production, with some continuing to rise.

4. The spot market is observing and maintaining prices. 。

Core logic: Equipment maintenance benefits drive the market to test pricing, while downstream pre-holiday stocking and procurement are insufficient, leading to limited changes in trading focus for the time being.

II. Market Outlook              

Partial maintenance plans for domestic PC plant facilities in the fourth quarter have been announced.The expectations for future supply have increased positively.The superposition of extremely low spot prices has led the market to cautiously test the waters and support prices. However, as the end of the month approaches, downstream active procurement and stocking are relatively limited. Trading activity needs improvement, and market participants maintain a cautious and observant attitude, primarily adhering to following market trends in their sales. Overall, the domestic PC market is expected to remain firm in the near future, and attention should be paid to further developments in market trends.