【PC Morning Market Update】Fundamentals remain bearish, with the possibility of further downward movement in the domestic PC market.

I. Focus Points:

ThursdayInternational crude oil上涨，ICE Brent crude oil futures contract for May 74.03 rose 0.24 dollars per barrel.

The price of bisphenol A in East China closed at 8,775 yuan per ton, down 50 yuan per ton from the previous period.

3. Domestic PC factories continue to maintain stable prices.

PC spot prices are consolidating weakly at low levels.

Core logic: Costs continue to decline, trading lacks improvement, fundamental bearishness persists, and short-term market pressure remains unchanged.

Two,Market Outlook

The domestic PC industry's capacity utilization rate next week is expected to remain largely unchanged compared to this week. Zhangzhou Chi Mei's PC by-product may start market sales, thus maintaining the overall domestic PC supply at a high level in the short term. However, recent downstream demand for PC remains weak, and the gradual recovery in certain industries is insufficient to effectively support the market. Market transactions are unlikely to see significant volume, and industry inventory levels remain high. Overall, the fundamentals continue to lean bearish, and there is a possibility of further declines in the domestic PC market. Attention should be paid to the operational dynamics of domestic PC factories.