The bisphenol A (BPA) market is trading in a consolidation range.

1. Daily Summary

① The Bisphenol A (BPA) market remained stable today, with weak demand limiting traders' operational flexibility.
② Phenol and acetone prices showed mixed trends—one stable, one rising—resulting in a slight increase in cost values.

2. Spot Market Overview

Table 1: Domestic BPA Price Summary (Unit: CNY/ton)

Data Source: Chempricehub Information

Based on the East China region as the benchmark, domestic BPA closed at 11,250 CNY/ton today, within a range of 11,200–11,300 CNY/ton. This represents stability compared to the previous trading day, aligning with morning expectations. The domestic BPA market is currently consolidating. Downstream terminal buying sentiment remains weak, with low inquiry activity. High prices are difficult for buyers to accept, leaving holders unable to push prices upward. Quotations have stabilized, resulting in a stalemate in the market, where transactions are primarily limited to small lots.

3. Production Dynamics

Today's BPA capacity utilization rate stood at approximately 73%. The industry profit margin for BPA was -1,262 CNY/ton.

4. Price Forecast

The short-term BPA market is expected to remain high. Supply-side pressure is currently minimal, with holders maintaining stable operations and showing little enthusiasm for selling. Downstream inquiry sentiment remains subdued, with limited participation from buyers, leading to restricted short-term volatility. Going forward, it is recommended to closely monitor marginal changes in downstream actual procurement expectations and production/shipping plans of major manufacturers to verify if demand can stabilize. Traders should proceed with caution.

5. Related Products Status

Phenol: Based on the East China region, phenol prices closed at 9,850 CNY/ton today, remaining stable compared to the previous trading day. The domestic phenol market experienced narrow fluctuations. Prices in northern regions pulled back slightly. With raw material costs strengthening and spot inventory limited among holders towards the end of the month, there is little intent to offer discounts. Some pickup prices for weekends or next week were slightly lower. Terminal factories participated cautiously, focusing mainly on essential replenishment, resulting in a bland negotiation atmosphere.

Acetone: Based on the Jiangsu region, acetone prices closed at 8,825 CNY/ton today, an increase of 50 CNY/ton from the previous trading day. The East China acetone market saw a slight uptick. End-user procurement demand gradually improved, leading to increased buying interest and a steadily improving trading atmosphere. Encouraged by this, holders adopted a stronger stance, testing minor price increases in their quotations. Transactions were primarily driven by small-lot essential demand, with limited momentum for further price hikes.

Epoxy Resin: Based on the East China region, the factory ex-works net weight price for liquid E-51 epoxy resin closed at 15,100–15,300 CNY/ton, unchanged period-over-period. In the Huangshan area, the spot cash price for solid E-12 epoxy resin (nearby delivery) closed at 14,500–14,700 CNY/ton, flat compared to the previous trading day, meeting morning market expectations. Raw material prices remained stable, keeping epoxy resin plant quotations steady. Follow-through on actual orders from downstream was average, resulting in a quiet market atmosphere with prices consolidating.

Polycarbonate (PC): Today, the domestic PC market consolidated within a narrow range at high levels, with some adjustments in central price intervals. By afternoon close, the negotiated range for domestic PC materials in East China was 13,150–15,050 CNY/ton. Central prices remained mostly stable compared to yesterday, though some rose by 200 CNY/ton. No new ex-works price adjustments were announced by domestic plants. In the spot market, both East and South China saw narrow fluctuations. While upstream raw materials remained volatile at high levels, cost pass-through has not yet improved significantly. Market participants maintained a cautious wait-and-see attitude, with mainstream players holding prices steady while following general trends. Downstream buyers continued to place small orders based on essential needs, but transactions at higher prices remained sluggish.

(Note: The final table provided in the input contains dates from December 2025, which appear inconsistent with the October 2026 context of the main report. As per instructions to preserve factual meaning and translate text content, the structure below reflects the provided data, though it likely belongs to a different historical dataset.)