Bisphenol A: the sky high price of bisphenol A continues to set historical records. According to the monitoring data of the business society, the low price of bisphenol A will drop to 8000 yuan / ton in 2020, and the market offer of bisphenol A has reached 30000 yuan so far! It was thought that the market had reached a high point before the holiday, but before the holiday, many manufacturers constantly determined the maintenance plan, with the maintenance time ranging from 15 to 45 days. The BPA market, which was originally in short supply, is expected to have a sharp reduction in supply, which is even worse for the BPA market which was in imbalance between supply and demand. As shown in the figure above, bisphenol a market soared in one year, but the market “inflection point” has not yet appeared. From the demand side, there is a wide range of downstream demand, but many of the downstream liquid epoxy resin can still accept high price raw materials, following the upward trend. Due to the cost pressure, the price increase speed of other downstream still needs to follow up. The downstream PC and epoxy resin will expand their production capacity in 2021, and it is expected that the bisphenol a market will remain high in this year.

Epoxy resin: the market of epoxy resin has exploded, the market offer has soared, and the price increase information of major factories is constantly increasing. Up to now, the liquid resin market offer in East China has reached 39000 yuan / ton, and the “4″ is close at hand, and the solid resin market is not inferior. The negotiation in Huangshan mainstream area has already exceeded 30000 yuan / ton, and reached 32000 yuan / ton. With the support of the current raw materials, the double-layer epoxy resin market has developed rapidly The market of phenol a keeps rising, with the offer reaching 30000 yuan / ton. Another important raw material, epichlorohydrin, is speeding up. Under the strong support of cost, it is expected to continue to push up in the future. At present, with the high demand for epoxy resin at home and abroad, sufficient orders, good market situation and continuous favorable supply and demand factors, the future market of epoxy resin is still strong.

From the perspective of business community, the terminal market demand continues to improve, foreign demand surges, while the supply side continues to be tight, and the factory offer only increases. Under the contradiction between supply and demand, the industrial chain will usher in an unprecedented good, and the bisphenol epoxy resin industrial chain and some of the main products involved in the upstream and downstream will continue to improve in the short term.