1、 Price trend
According to the data monitored by the business association, today’s comprehensive price in the domestic PC market is 13300.00 yuan / ton, With the introduction of the “one helmet one belt” policy, the PC market has recently seen an increase of 200-600 yuan / ton, 3.1% higher than that of the same period last week, 9.92% higher than that of the beginning of May, and 29.38% lower than that of the same period last year. At present, the supply of PC spot market is sufficient, and the proportion of PC in helmets is very limited, accounting for about 2% of the annual output.
2、 Cause analysis
Products: according to the Ministry of public security, since June 1, 2020, the “one helmet area” security guard operation will be carried out nationwide. The public security traffic control department will strengthen law enforcement management, check and correct according to law. Motorcycle electric bicycle riders do not wear safety helmets and car drivers do not use safety belts, The market of riding safety helmets will see growth. As the raw material of helmet front baffle, the price of PC will rise by 200-600 yuan / ton. Some traders are reluctant to sell. The PC market will undoubtedly usher in a wave of development peak. In a 500g helmet, the consumption of PC is between 100-150g. According to the demand of 100 million helmets, the total consumption of PC will reach 15000 In 2020, the domestic PC output is expected to exceed 1.5 million tons, far exceeding the demand driven by the helmet baffle. In the near future, the supply of domestic PC market is sufficient, while the downstream demand is general, so this action is difficult to reverse the overall situation of the domestic PC industry in the future. At present, the PC price in East China is increasing by 200-300 yuan / ton, and the PC price in South China is increasing by 200-600 yuan / ton 。 The latest price of keschuang PC is 14600 yuan / ton, an increase of 200 yuan / ton; the price of Luxi Chemical PC is 12500 yuan / ton, an increase of 200 yuan / ton; the listing price of lihuayi PC is 12800 yuan / ton, an increase of 600 yuan / ton.
Industry chain: the upstream BPA and BPA markets are generally traded. At present, they are not active in purchasing. The downstream factories have little initiative. The traders are able to deliver goods stably. The range reference is around 9650-9700 yuan / ton. The overall wait-and-see atmosphere is strong.
Industry: on May 18, the rubber and plastic index was 570, up 4 points from yesterday, down 46.23% from 1060 (2012-03-14), and up 7.95% from 528, the lowest point on April 6, 2020. (Note: cycle refers to 2011-12-01 to now)
3、 Future forecast
PC analysts of business club believe that: in the short term, the price of PC as the raw material for helmet production is expected to keep rising in the near future. Compared with the mask industry, the technical content of helmet is low, the service life is long, and the market is coming and going fast. In the long run, the domestic PC market still has a weak expectation, reminding everyone to be cautious about investment and not blindly follow the trend. (the above prices are provided by major PC manufacturers all over the country and analyzed by business PC analysts for reference only. For more details, please contact relevant manufacturers for consultation)