[Modified PC/ABS Price Analysis] Brand Quotes Diverge, Market Fluctuates in a Narrow Range

The market continues its recent trend.Brand differentiation, range-bound fluctuationsThe market pattern is such that quotations from major foreign-funded producers remain firm, while domestic modified-material enterprises adjust prices flexibly in line with the market; off-season demand limits the upside potential of the market.

Today's price quotation updates from the two major manufacturers

Covestro (Shanghai) PC/ABS:On July 6, the company updated its ex-factory prices, which remained stable compared to the previous and earlier quotes, with no significant ups or downs. Covestro's Shanghai base focuses on automotive-grade, halogen-free flame-retardant high-end PC/ABS, supplying the outer casings for the three electric components of new energy vehicles, high-end laptops, and precision electronic housings. Major downstream automotive and electronics manufacturers have locked in long-term procurement orders, ensuring stable supply and a strong willingness to maintain prices. Even with slight fluctuations in upstream raw materials, the pace of finished product price adjustments has been slow and the extent minimal, with strong support for high-end grades' prices.

Zhuhai Senhong PC/ABS Alloy:South China-based local compounding companies updated their ex-works quotations today, with pricing aligned with the procurement costs of small and medium-sized injection molding plants and home appliance parts manufacturers, showing a clear price gap compared with Covestro. These companies mainly focus on volume sales of general-purpose modified PC/ABS. Orders are mostly scattered restocking based on immediate demand. Market competition is intense, prices are more flexible, and quotations are adjusted flexibly in line with raw materials and spot transactions, with a clear tendency to offer concessions to facilitate sales.