Highlights
In 2023, international crude oil prices moved down Y-O-Y, factoring in supply and demand fundamentals, the Fed’s monetary policy and financial market risk. It was strongly expected that demand would recover in early 2023 in the chemical market, but the market was weak on the whole in H1, 2023 due to soft demand. China’s PC capacity growth slowed down significantly in 2023, with the capacity growth rate estimated at merely 6.5%, down 31.1% Y-O-Y. The PC industry constantly gained profits as feedstock BPA prices fell from a high level. In H1, 2023, the average gross profit from middle-end PC production was RMB 1,936/mt, up 40.6% Y-O-Y, increasing the industrial operating rate by 7% Y-O-Y. In H2, 2023, the PC price had a high probability of rising seasonally. Besides, the market saw the largest price increment in the year as the Chinese Commerce Ministry announced its preliminary ruling on PC resources from Taiwan, China in early Q3, and it was expected that the price uptrend would last the longest in the year. As for the future phenolic ketone – BPA – PC industrial chain, the PC industry will enter the consumption stage of existing capacity, and the growth of upstream capacity is envisaged to slow down. Accordingly, the industrial supply and demand pattern will change substantially. Besides, PC market players are highly concerned about the process of anti-dumping ruling on PC resources from Taiwan, China and the consequent change in global resource flow.
The core competitiveness of SCI’s 2023-2024 China PC Market Annual Report is the comprehensive monitoring of production, consumption and global resource trade flow, and analysts highlight the characteristics of “bid data”, “supply and demand development trend” and “value chain transmission” to show the industrial dynamic development and trend change concisely. Besides reviewing the historical data in detail, SCI also interprets and analyzes the changes in the PC industry in the next five years, providing a strong basis for subscribers to make decisions.
Report value
1. To help deeply learn the development and change cycle of PC supply and demand via the analysis of long-term supply and demand balance analysis
2. To analyze the change trend of downstream consumption industries
3. To analyze changes in global and China’s PC trade flow in the context of anti-dumping ruling
4. To objectively evaluate the profit distribution along the PC industry chain
Contents
Part 1 China PC Market Overview
Part 2 2019-2023 China PC Market Supply-Demand Balance
Part 3 China PC Market Supply Pattern and Change Trend Analysis
3.1 2023 Global PC Capacity Analysis
3.1.1 Global PC Capacity Regional Layout
3.1.2 2023 Global PC Major Resource Flow Analysis
3.2 2019-2023 China PC Capacity Change Analysis
3.2.1 China PC Capacity Development Trend Analysis
3.2.1.1 PC Capacity Development Trend Analysis
3.2.1.2 PC Capacity Concentration Ratio Analysis
3.2.1.3 PC Existing Capacity Technology Structure Feature Analysis
3.2.1.4 PC Existing Capacity (and Technology)
3.2.2 China PC Capacity Regional Layout Comparison Analysis
3.2.2.1 PC Capacity Regional Layout Analysis
3.2.2.2 PC Coastal Capacity Analysis
3.2.3 2023 China PC Market Resource Flow Analysis
3.2.3.1 China PC Main Sales Area and Demand
3.2.3.2 China PC Main Production Area and Output
3.2.3.3 China PC Market Resource Flow Feature and Influence
3.2.4 2024-2028 China PC Newly Added Capacity
3.2.4.1 2024-2028 China PC Capacity Forecast
3.2.4.2 2024 PC Newly Added Capacity Research
3.3 2019-2023 China PC Output Change Analysis
3.3.1 2019-2023 China PC Output Analysis
3.3.1.1 China PC Annual Output Change Trend and Capacity Utilization Rate
3.3.1.2 China PC Annual Regional Output Change
3.3.2 2023 China PC Production Feature and Reason Analysis
3.3.2.1 2023 PC Monthly Output Change Feature and Influence Analysis
3.3.2.2 2023 PC Production High-Frequency Data Feature Analysis
3.4 2019-2023 China PC Import Market Analysis
3.4.1 2019-2023 China PC Import Analysis
3.4.1.1 China PC Import Volume Trend Analysis
3.4.1.2 China PC Import Structure Analysis – by Trade Partner
3.4.1.3 China PC Import Structure Analysis – by Trade Mode
3.4.1.4 China PC Import Structure Analysis – by Receipt and Delivery Places
3.4.2 2023 China PC Import Volume Change Analysis
3.4.2.1 PC Monthly Import Volume and Feature Analysis
3.4.2.2 2023 Influence of Import on China Total Supply Analysis
3.5 PC Warehousing and Logistics Status Analysis
3.6 2024-2028 China PC Market Supply Forecast
3.6.1 2024-2028 PC Total Supply Forecast
3.6.2 2024 Monthly Supply and Influence on Price Forecast
Part 4 PC Demand Pattern and Change Trend Analysis
4.1 2019-2023 China PC Consumption Volume Change Trend Analysis
4.1.1 China PC Annual Consumption Volume and Change Trend Analysis
4.1.2 China PC Major Downstream Industry Demand Change and Feature Analysis
4.1.3 China PC Downstream Industry Layout and Regional Consumption Structure Analysis
4.1.4 China PC Downstream Customer Scale and Demand Change Analysis
4.1.5 China PC Key Downstream Area Customer Scale Analysis
4.2 2019-2023 China PC Export Market Analysis
4.2.1 2019-2023 China PC Export Analysis
4.2.1.1 China PC Export Volume Trend Analysis
4.2.1.2 China PC Export Structure Analysis – by Trade Partner
4.2.1.3 China PC Export Structure Analysis – by Trade Mode
4.2.1.4 China PC Export Structure Analysis – by Receipt and Delivery Places
4.2.2 2023 China PC Export Volume Change Analysis
4.2.2.1 PC Monthly Export Volume and Feature Analysis
4.2.2.2 2023 Influence of Export on China Total Demand Analysis
4.3 2024-2028 PC Downstream Industry Demand Growth Forecast
4.3.1 Electronic and Electrical Industry Market Scale Analysis and Demand Forecast
4.3.2 Automobile Industry Market Scale Analysis and Demand Forecast
4.3.3 Other Industry Market Scale Analysis and Demand Forecast
4.4 2024-2028 PC Consumption Volume Forecast
4.4.1 China PC Consumption Volume Change Trend Analysis
4.4.2 PC Export Volume Change Trend Analysis
4.5 PC Demand Peak and Off-Peak Season Analysis
4.5.1 PC Demand Peak and Off-Peak Season Feature Analysis
4.5.2 PC Demand Peak and Off-Peak Season from Price Perspective
4.6 Downstream Purchase Key Factors Analysis
4.7 Operation Risk and Barrier Analysis
Part 5 PC Price Trend Analysis
5.1 International PC Price Trend Analysis
5.1.1 Main Region PC Price Trend and Feature Analysis
5.1.2 China and International Price Spread Feature and Influence
5.2 China PC Market Price Analysis
5.2.1 PC Price Change Feature Analysis
5.2.1.1 PC Price Overall Trend Feature Analysis
5.2.1.2 Main Region PC Price Feature Analysis
5.2.2 2023 PC Price Trend in Line with Seasonal Feature
5.3 Related Product Price Co-Movement Analysis
5.3.1 PC and Feedstock Price Co-Movement Analysis
5.3.2 PC and Related Product Price Co-Movement Analysis
5.4 PC Cost and Profit Analysis
5.4.1 PC Cost Structure and Feature Analysis
5.4.1.2 PC Different Production Technology Cost Discrepancy Comparison Analysis
5.4.1.3 Different Region Cost Discrepancy Analysis
5.4.2 PC Profit Change and Influence Analysis
5.4.2.1 PC Profit Trend and Feature Analysis
5.4.2.2 PC Profit Change Influence on Production Analysis
Part 6 2024-2026 PC Industry Outlook
6.1 2024-2026 PC Price Trend Forecast
6.2 PC Price Drivers Development Forecast
6.2.1 Macro Environment Influence on PC Market Analysis
6.2.2 Industrial Policy Influence on PC Market Analysis
6.2.3 2024-2028 PC Supply-Demand Balance Forecast
6.2.3.1 2024-2028 China PC Supply-Demand Balance Trend and Feature Forecast
6.2.3.2 2024 Supply-Demand Balance Forecast
6.2.4 PC Market Competition Pattern Analysis
6.2.4.1 2024-2028 Global PC Trade Flow Forecast and Analysis
6.2.4.2 2024-2028 China PC Trade Flow Forecast and Analysis
6.2.4.3 SCI-Monitored Enterprise Operation Trend Analysis
6.2.5 Value Chain Analysis and Forecast
6.2.6 Related Product Price Co-Movement Influence Forecast
6.3 Influential Strength Analysis of Key Drivers on 2024 PC Price
Appendix 1 PC Highlight
Appendix 2 2023 PC Annual Event
Appendix 3 Methodology and Definition
Appendix 4 Tables, Charts and Enterprises
Appendix 5 Related Annual Reports
2023-2024 China BPA Market Annual Report
2023-2024 China Epoxy Resin Market Annual Report
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