In-depth analysis of China's bisphenol A market: stop signal is now, where is the rebound momentum?

After nearly two months of continuous decline, China's bisphenol A market has shown signs of stopping the decline recently, but market sentiment is still cautious.

1. market cycle analysis: from deep correction to bottoming out and stabilizing after nearly two months of continuous decline, China's bisphenol A market has shown signs of stopping the decline recently, however market sentiment is still cautious. Crazy, isn't it?. First The current round of decline began in late September, when it was the eve of the National Day holiday, downstream customers' willingness to stock up was low, superimposed on concerns about the backlog of inventory during the holiday, and the stock holders accelerated the destocking operation. The spot price in East China fell back to 8200 yuan/ton to the first time. After the National Day holiday, the simultaneous contraction of both ends of supply and demand weakened the benefits of production cuts. while Zhejiang, Jiangsu, Shandong and other major production areas of multiple sets of equipment into the planned maintenance, however epoxy resin and polycarbonate (PC) downstream equipment maintenance at the same time, the demand side failed to form an efficiently undertaking. The slow recovery of the post-holiday logistics system led to the passive accumulation of supplier inventory, and the pressure to go to the warehouse was further intensified. At the same time, the prices of pure benzene, phenol and acetone in the upstream continued to weaken, and the cost support line was losing ground. The price of bisphenol A fell below the 7500 yuan/ton mark in October. Based on my observations, Entering November, the dysfunction between supply and demand has not seen a substantial improvement. Production companies consumption low-price shipments as their main strategy, and prices continue to drop to a phased low near 7100 yuan/ton. But From what I've seen, Until recently, downstream companies began to replenish stocks on dips, the market showed marginal demand improvement, and the quotation in East China rebounded to the range of 7200-7300 yuan/ton, marking the end of the current downward cycle. Key price node tracking: late September (before National Day):8200 yuan/ton mid-to-late October: below 7500 yuan/ton november low: 7100 yuan/ton current price: 7200-7300 yuan/ton (East China) cumulative decline: about 13. 4 per cent 2. Stop Logic and Rebound Factors.

800 tons/year! The high-end EVA pilot plant in Sirbang enters trial production.

The phenolic ketone market returns to rationality in 2025, ushering in structural opportunities in the first half of 2026.

Quick inquiry

Create

Inquiry Sent

We will contact you soon

Manage Cookie Consent

In-depth analysis of China's bisphenol A market: stop signal is now, where is the rebound momentum?

800 tons/year! The high-end EVA pilot plant in Sirbang enters trial production.

The phenolic ketone market returns to rationality in 2025, ushering in structural opportunities in the first half of 2026.

BASF Guangdong Integration Base Put into Full Operation: Accumulated Investment Exceeds 60 billion Yuan, Sinopec's Foreign Investment Pattern Welcomes Historic Node

34.56 billion Fuhai Tangshan Petrochemical Project Triple Signals: Methanol Naphtha Coupling Innovation Route, 17 Devices Directly Hit POE, EVOH Import Substitution Core

India's crude oil import pattern changes: OPEC share hits record low Russian discount oil tops largest supplier

Wacker Chemical Plus Code India Layout Panagar Silicon Emulsion New Factory Launched to Energize Beauty Market

Coal to Olefins and Oil to Olefins: Cost Competitiveness Analysis and Market Implications

South Korea's Lishui No.1 Project Landing Petrochemical Industry Integration Speeds Up Capacity

Turkey opens a new model for container scrap imports to reshape the global scrap trade pattern

Can the frequency of negative electricity prices bring a new model of cost reduction to chemical production?

India Multidimensionally Promoting Diversification of Energy Imports to Deal with the Situation in West Asia and Shipping Risks in the Strait of Hormuz

South Korea adds naphtha to key commodity list with multiple initiatives to address Middle East supply disruption risk

India to restart Tata Power Mundra coal power project to cope with summer power peak

China has become the world's largest MMA producer: rapid expansion of production capacity superimposed on geo-shocks, supply and demand patterns are being deeply reshaped.

India's anti-dumping announcement on China and Thailand's polyether polyols is rewritten.

World's Largest Coal-to-Ethylene Glycol Project Starts: 2.4 million Tons of New Capacity Locked in 2028, Ethylene Glycol Supply Pattern Deeply Reshaped Countdown

Yu energy chemical 150000 tons of kettle method EVA project officially started: directly hit the photovoltaic-grade import substitution core pain point, the northwest high-end production capacity pattern changed.

What is China's chemical industry chain bearing in this war? Or will it accelerate the structural transformation of China's chemical industry?

Phenol stabilizes after sharp rise and fall, geo-disturbance remains core variable

In-depth scanning of the performance of the seven major sectors of China's chemical industry: scarce resources and technical barriers are the real moat through the cycle.

Vietnam approves 2021-2030 ICT infrastructure plan

Micron's Gujarat plant in India is steadily advancing, and India is accelerating the layout of the global semiconductor industry chain.

Sheng Hong 15.6 billion Chemical New Materials Project in sight: The first EnBA/EMAA production line in China will be put into production in August 2026.

India's Semiconductor Industry Meets Milestone: Micron Gujarat Factory Mass Production "Made in India" Chip Policy by End of 2024 Plus 50% Financial Incentive

South Korea SP three and the realization of high-end optical polyurethane resin localization to break the Japanese monopoly

South Korea introduced 469.5 billion won naphtha import subsidies to deal with the impact of the Middle East supply chain.

Pingmei Shenma hexanedinitrile project through: nylon 66 core raw material localization across the key inflection point.

Phenol Market Weekly | Week 14 of 2026 (March 28-April 3)

Half-year increase of more than 20% across the line: polyurethane industry chain "cost-driven inflation" of the four driving forces and after-market research.

72-hour relay of seven sets of devices: Huajin Ami 83.7 billion Project Sprints into Full Production, Northern Chemical Territory Reconstruction Enters Countdown

In-depth analysis of Fuhai Tangshan 34.56 billion Petrochemical Project: POE, EVOH, PTT Precision Card High Barrier Track, North China Supply Pattern to be Deeply Remodeled from 2029 to 2030

Lianhong New Branch 2025 net profit growth of 30.4 against the trend: six new material product lines intensive landing, multi-category import substitution window accelerated closure.

Inquiry Sent

OK