There are only a few working days left in November, and at the end of the month, due to tight supply support in the domestic market of bisphenol A, the price has returned to the 10000 yuan mark. As of today, the price of bisphenol A in the East China market has risen to 10100 yuan/ton. Since the price fell below the 10000 yuan mark at the beginning of the month, it has returned to over 10000 yuan at the end of the month. Looking back at the market trend of bisphenol A over the past month, prices have shown fluctuations and changes.

In the first half of this month, the market price center of bisphenol A shifted downwards. The main reason is that the upstream raw material prices of phenolic ketones continue to decline, and the cost side’s support for the bisphenol A market has decreased. At the same time, the prices of two downstream products, epoxy resin and PC, are also falling, leading to insufficient support for the entire bisphenol A industry chain, sluggish transactions, poor sales of holders, increased inventory pressure, downward pricing, and market sentiment being affected.
In the middle and late months, the price center of bisphenol A in the market gradually rebounded. On the one hand, the upstream raw material phenolic ketone prices have rebounded, causing industry losses exceeding 1000 yuan. The supplier’s cost pressure is high, and the sentiment of price support is gradually increasing. On the other hand, there has been an increase in domestic device shutdown operations, and the pressure on suppliers to purchase goods has decreased, leading to active price increases. At the same time, there is a certain degree of rigid demand downstream, and it is difficult to find low-priced sources of goods, so the focus of negotiations is gradually shifting upwards.
Although the theoretical cost value of the domestic bisphenol A industry has decreased significantly by 790 yuan/ton compared to the previous month, the average monthly theoretical cost is 10679 yuan/ton. However, the bisphenol A industry still incurs losses of nearly 1000 yuan. As of today, the theoretical gross profit of the bisphenol A industry is -924 yuan/ton, only a slight increase of 2 yuan/ton compared to the previous month. The supplier is suffering significant losses, so there are frequent adjustments to the commencement of work. Multiple unplanned shutdowns of equipment within the month have lowered the overall operating load of the industry. According to statistics, the average operating rate of the bisphenol A industry this month was 63.55%, a decrease of 10.51% from the previous month. Equipment parking operations are available in Beijing, Zhejiang, Jiangsu, Lianyungang, Guangxi, Hebei, Shandong and other places.
From a downstream perspective, the epoxy resin and PC market is weak, and the overall price focus is weakening. The increase in parking operations of PC devices has reduced the rigid demand for bisphenol A. The order reception situation of epoxy resin enterprises is not ideal, and the industry’s production is maintained at a low level. The procurement of raw material bisphenol A is relatively restrained, mainly due to the need to follow up with the appropriate price. The operating load of the epoxy resin industry this month was 46.9%, an increase of 1.91% compared to the previous month; The operating load of the PC industry was 61.69%, a decrease of 8.92% from the previous month.
At the end of November, the market price of bisphenol A returned to the 10000 yuan mark. However, facing the current situation of losses and weak downstream demand, the market still faces significant pressure. The future development of the bisphenol A market still requires attention to various factors such as changes in the raw material end, supply and demand, and market sentiment.