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[PC Morning Briefing] Expected to Maintain a Moderately Strong Volatile Market

Longzhong 2025-09-28 09:00:13

Focus:

On Friday, international crude oil rose.ICE Brent crude futures for November contract rose by $0.71 to $70.13 per barrel.

The price of raw material bisphenol A in the East China market is 7,850 yuan/ton, down 25 yuan/ton compared to the previous period.

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

Domestic spot prices continue to rise.

Core logic: Supply benefits are still present, domestic prices continue to rise, downstream demand follows, and market sentiment is cautiously moderate.

Product

Category

September 26th

September 25

Rate of change

Phenol

East China Market

6890

6900

-0.14%

Bisphenol A

East China Market

7850

7875

-0.32%

PC

Yuyao Domestic

10000-11350

10000-11350

0/0

1. The prices of the above varieties are all spot cash pickup prices, with the unit being: yuan/ton.
2. The prices for the two periods refer to the point-in-time prices of the previous two working days before this week.
3. The rate of increase or decrease is the rate of change compared to the previous period.

4. PC Yuyao domestic refers to the main price range of all domestic brands in the East China Yuyao market.

2. Translate the above content into English and output the translation directly without any explanation. Market Outlook              

Driven by positive supply expectations, domestic PC spot prices mostly increased this week, with downstream factories following suit at appropriate prices, resulting in a steady overall transaction rhythm. As the “Double Festival” holiday approaches, domestic PC factories are likely to continue their price support operations, while the spot market is expected to keep pace accordingly. It is anticipated that the market will maintain a strong oscillation trend. Attention should be paid to the latest price adjustment movements of domestic PC factories and market trading dynamics at the beginning of the week.

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