Industry self - discipline
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恒力石化_PX 基本面改善;PTA 有望受益于 “反内卷”
2025-12-29 15:51
abc 26 December 2025 Global Research First Read PTA industry self-discipline has improved notably following the industry symposium held in late Oct. Market-wide inventories have been falling, now at a low in nearly three years, due to reduced supply as a result of intense maintenance underway at mainstream producers. Compared to end-Oct, the PTA price rose over Rmb500/t to Rmb5,040/t as of 25 Dec, with a nearly Rmb100/t pickup in gross profit. 2026E earnings set to benefit from improving aromatics fundament ...
中国光伏双周报:新一轮自律政策将影响供应_ China solar biweekly_ New round of self-discipline to impact supply
2025-12-22 14:29
Global Research ab 19 December 2025 China Solar Industry China solar biweekly: New round of self- discipline to impact supply Polysilicon price flat at Rmb52/kg According to PV InfoLink, the price of monograde polysilicon was unchanged WoW at Rmb52/kg in the week starting 15 December. The quotation price was lifted to above Rmb65/kg, but with a limited number of transactions. Even though the inventory was largely flat WoW at 25kt, polysilicon makers' decision to raise prices at this time seems to be primari ...