Core Logic: With feedstock BPA prices falling, the overall cost base for epoxy resins has weakened slightly. Although epoxy resin producers suffered significant losses previously and maintained firm offer prices, downstream buyers only followed with rigid demand. Consequently, the epoxy resin market is consolidating at firm price levels in an effort to restore profitability.
| Product | Market | Unit | Oct 21, 2026 | Oct 20, 2026 | Change |
|---|---|---|---|---|---|
| International Crude Oil | ICE Brent Futures | USD/bbl | 108.82 | 108.79 | 0.03 |
| Phenol | East China | CNY/ton | 9,300 | 9,250 | 50 |
| Acetone | Jiangsu | CNY/ton | 8,350 | 8,175 | 175 |
| Bisphenol A (BPA) | East China | CNY/ton | 10,750 | 10,800 | -50 |
| PC (Domestic Grade) | Yuyao | CNY/ton | 14,100 | 14,100 | 0 |
| Epichlorohydrin | East China | CNY/ton | 11,250 | 11,250 | 0 |
| Epoxy Resin E-51 (Ex-factory, Net Water) | East China | CNY/ton | 15,100 | 15,100 | 0 |
| Epoxy Resin E-12 (Cash-in-Delivery) | Huangshan | CNY/ton | 14,600 | 14,600 | 0 |
| Notes: | |||||
| 1. Prices listed are in RMB, unit: CNY/ton. | |||||
| 2. All RMB prices include VAT. | |||||
| 3. Prices refer to spot rates from the two preceding working days before this week. | |||||
| 4. "Change" indicates the day-on-day fluctuation. | |||||
| Source: Chempricehub Information |
The feedstock BPA market continues to soften, keeping the epoxy resin industry in a state of persistent loss. Producers maintain firm intentions in their offers; however, demand remains restricted to rigid requirements, with the market primarily focused on margin recovery. It is expected that raw material prices may still experience minor fluctuations. Given the weak cost support and sluggish demand, profit recovery for epoxy resins is likely to face obstacles. The market price is forecasted to trend stable-to-weak. Prudent operations are recommended.
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