Maintenance season coming, raw materials rising, PC price rising

According to the data monitored by the business community, as of March 25, the comprehensive price of PC market was 24300.00 yuan / ton, which was 2.24% higher than that on March 24. The price of PC market was running at a high level. Recently, the news of maintenance came out from PC enterprises. It is estimated that the maintenance plan for one month has been determined. In the short term, the PC market will continue to rise, and the focus of discussion will be high.

 

The PC raw material market continues to rise, and the price remains high. Under the pressure of cost, PC is rising passively. At present, many PC enterprises have determined the plan of parking and maintenance. The maintenance time of kesichuang is determined between April and may, and the production capacity is about 500000 tons / year. Shanghai Mitsubishi expects to start the maintenance in May, and the production capacity is about 100000 tons / year. Wanhua chemical’s maintenance time is August, and the production capacity is about 210000 tons / year, The overhaul time of Sinopec Mitsubishi is from the first ten days of April to the first ten days of May, with a production capacity of 60000 tons per year per month. Luxi Chemical and Lihua yiweiyuan have not yet determined the overhaul time. In the next few months, the collective overhaul of PC enterprises will face the situation of shutdown and production reduction, and the price trend of domestic PC market is easy to rise but difficult to fall.

 

The upstream bisphenol A has also been overhauled, and some of them have been shut down for about 45 days. On Wednesday, the market price of bisphenol A was very high, with a price reference of 25600-25700 yuan / ton. At present, the inventory is obviously low, and the supply side tension is difficult to ease. In the short term, the market price maintains a high level. The following is a comparison chart of the price trend of bisphenol A and PC.

 

PC analysts of business news agency think: as enterprises start maintenance plans one after another and upstream prices remain high, PC is expected to rise slowly in the short term, with cautious wait-and-see and cautious transaction atmosphere. (to get more information about goods and to grasp the price of goods, welcome to subscribe to the business community through the official account of the business community).

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