It is Expected that the PC Market will Run Strongly and Fluctuate

In September, domestic PC production and capacity utilization are expected to hit a new high.

1. The 100,000-ton/year PC plant of China Blue China Plastics has been restarted in early September, and its maintenance plan at the end of the month has little impact on the supply of the month.

2. Yanhua Polycarbonate 60,000 tons/year PC single-line plant restarted after maintenance in mid-month, which will also contribute to domestic PC production in the month.

3. Hainan Huasheng's 260,000-ton/year PC plant has stabilized, and its output will further increase compared with August.

4. The production line of Zhejiang Petrochemical's 260,000-ton/year Phase 2 plant is planned to be put into operation in mid-to-late September, and it can also contribute a small amount of domestic PC production for the month.

5. The planned production capacity of the 260,000-ton/year PC plant in Zhongsha and Tianjin in September was about 18,000 tons, which was an increase from August.

On the whole, the operation of new and old PC devices in China was relatively stable in September. The overall start-up of integrated devices may continue to increase compared with this month. There is no adjustment plan for the start-up of other supporting devices in the industrial chain. Therefore, it is expected that domestic PC production will continue to increase compared with August. , pay attention to further changes in the price difference between PC and raw material bisphenol A in September and the upstream and downstream start-up regulation of integrated devices.

Market overview

Recently, manufacturers have raised their ex-factory prices, and the market wait-and-see atmosphere has increased significantly. The industry has become more repulsive, and some discussions have shifted the focus. However, because the supply and demand are generally difficult to say, and the confidence in the market outlook is insufficient, the market push is limited for the time being. It is expected that the PC market will run strongly and fluctuate. Today, the price of PC110 in South China is around 16,450 CNY/ton (excluding tax).