Cost pressure is not reduced, PC market price rise and fall dilemma

According to the data monitored by the business community, as of March 12, the comprehensive price of PC market was 26166.67 yuan / ton. This week, the negotiation atmosphere of PC market was flat, and the price dropped slightly. Compared with the same period last week, the price dropped by 0.38%. At present, the PC market is fluctuating, the upstream runs smoothly, the cost is still supported, the downstream just needs to purchase, and the shipment is slow.

 

This week, the domestic PC market fell slightly. Due to the excessive increase after the festival, it brought huge pressure to the downstream cost side. At present, the negotiation atmosphere is cold, the shipment is slow, and the inventory continues to be high. In the short term, it is mainly to digest and sort out the inventory. According to the data of the business society, the price of PC after the festival went from 19833.33 yuan / ton to 25800.00 yuan / ton, with an increase of 30.08%, a record in the past two years The highest price level, downstream pressure operation, transaction atmosphere cautious, which led to PC Inventory continued high, digestion difficulties, short-term PC market narrow adjustment. Since 2021, the upstream bisphenol A has seen a huge growth and a record high. In March, the PC and bisphenol a market have fallen one after another. At present, the upstream bisphenol a market is declining, the market is weakening, the shipping pressure is increasing, and the overall mentality is confused.

 

The upstream bisphenol A in East China has a flat trading volume, with a reference price of 24600-24700 yuan / ton. At present, the shipment is smooth and the operating rate is normal. Bisphenol a commodity index: on March 11, the bisphenol a commodity index was 233.05, unchanged from yesterday, down 1.60% from the highest point 236.83 (2021-03-09) in the cycle, and up 223.28% from the lowest point 72.09 on April 6, 2020. (Note: period refers to from March 1, 2020 to now)

 

The prices of BPA and PC are basically the same. There is a certain pressure on the cost of PC. the downstream gradually digests and adjusts in a narrow range. The following is the price trend comparison chart of BPA and PC

 

Rubber and plastic index: on March 11, the rubber and plastic index was 826 points, flat with yesterday, down 22.08% from 1060 points (March 14, 2012), the highest point in the cycle, and up 56.44% from 528 points, the lowest point on April 6, 2020. (Note: period refers to the period from December 1, 2011 to now)

 

PC analysts of business news agency believe that: due to the excessive increase of PC after the festival and the high price, it brings cost pressure to the downstream, the transaction atmosphere is flat, and the shipment is slow. In the short term, PC mainly digests inventory, with a narrow consolidation stage. (to get more information about goods and to grasp the price of commodities, welcome to subscribe to the business community through the official account of the business community, the market is the opportunity).

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