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May 27, 2025
Market analysis of endurance board raw materials
Analysis of the market of raw materials for polycarbonate solid sheet The price of polycarbonate granules, the raw material for endurance board production, is ever-changing. The factors that affect the price of polycarbonate solid sheet include macroeconomics, industry, and price structure, but the key factor is still the industrial chain. Macroeconomics, industry, and price structure are the three main factors that affect futures prices. The contradictions of each variety at each stage are different. For variety analysis, on the basis of comprehensive analysis, it is necessary to accurately grasp the main contradictions of the variety at the current stage, which is crucial to improve the accuracy of the analysis results.
In 2014, my country's economy moved forward in fluctuations and transformed in pain. However, the overall macro environment was stable and had little impact on plastics. The main demand for polycarbonate raw materials comes from polycarbonate solid sheet and solar panels, and these two downstreams are either related to agriculture, engineering lighting, or daily consumption. They are not very sensitive to the macro economy, so the macro environment is not the main factor affecting the price of polycarbonate raw materials. The impact of crude oil on the trend of PC sheet plastics has weakened. The author is more familiar with the relationship between crude oil and the closing price of polycarbonate raw material futures. It is found that since 2011, the correlation between polycarbonate raw materials and WTl, namely West Texas Intermediate (Crude Oil), has been greatly reduced. From January 2013 to date, the correlation coefficient between the two is only around 0.2.
Summary
In general, the industrial chain is the key to the trend of plastic prices, among which petrochemical inventory plays a decisive role. From mid-April to November 2013, petrochemical factory inventory remained low, which made plastic prices easy to rise but difficult to fall. In mid-December, it began to rise sharply. How the subsequent inventory will perform will still be the key to determining the rise and fall of plastic prices. The market price of the product is new material. From last year to this year, the price of new material has also fluctuated. A typical example is that the price of PC in the past two years is much lower than other plastics due to the special conditions of our country. If the price of new material drops, the price of recycled material will definitely drop. The relative profit margin remains certain. If the price of new material is high, then the price of recycled material will also be high. If the price of new material is low, then the price of recycled material will also be low.
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