PC prices have continued to fall in recent three months. The market price of Lihua Yiweiyuan WY-11BR Yuyao has dropped 2650 yuan/ton in recent two months, from 18200 yuan/ton on September 26 to 15550 yuan/ton on December 14!

Luxi Chemical’s lxty1609 PC material has dropped from 18150 yuan/ton on September 27 to 15900 yuan/ton at present, a sharp drop of 2250 yuan/ton in more than a month.
The mainstream average price of Thailand Mitsubishi 2000VR brand was 17500 yuan/ton on September 30, and the mainstream price has dropped to 15700 yuan/ton so far, with a torrential decline of 1800 yuan/ton in more than a month.

Cost Bisphenol A Price Avalanche
The price of bisphenol A basically “avalanche”, from the original 16075 yuan/ton to 10125 yuan/ton. In just three months, the price dropped sharply by 5950 yuan, and the price of bisphenol A, which is about to break 10000 yuan, has reached a new two-year low. With the cost falling so much, the current profit per ton of the PC factory is at least 2000 yuan, the factory load increase is generated in large quantities, and the cost collapse makes the PC continue to hover in the weak channel.

Impact of demand uncertainty
Although the epidemic situation has been basically liberalized, it is impossible to stimulate the economy in a short time, and the market is still full of uncertainty. However, the industry is still optimistic about the demand for next year, which needs more attention
Future market summary
On the whole, the market supply and demand game is expected to turn to weak consolidation and operation due to the supply side increment in the near future.