In 2025, China’s bisphenol A production capacity will continue to expand. The 180000 ton/year plant in Shandong and the 240000 ton/year plant in Zhenhai were put into operation in June and July respectively, driving further growth in domestic production. From January to August 2025, the cumulative production of bisphenol A in China reached 3.1541 million tons, a year-on-year increase of 12.01%.
| POLYVINYL ALCOHOL |
The production from January to August 2025 will be 3.1541 million tons, an increase of 12% compared to the same period. With the increase in production, prices are under pressure and falling, especially starting from the second half of the year when new production capacity is added and supply increases. The increased supply is difficult to consume in stages, and price reductions are needed to relieve inventory pressure.
In the third quarter, the profit loss of bisphenol A was significant, and the company gradually reduced its burden and pressure. In addition, the planned maintenance time for the future has been moved forward, and the equipment maintenance is mainly concentrated from September to November. In the fourth quarter, it is expected that the 240000 tons/year bisphenol A equipment in Shandong will be launched. However, the production of new equipment is difficult to fully release, and the increase in supply is limited. It is expected that the monthly average production in the fourth quarter will be in the range of 395000 to 42000 tons.
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