On February 5, Longjiang Chemical's 200,000-ton-per-year bisphenol A (BPA) plant operated at 85% capacity. Currently, the majority of BPA production is allocated to contract deliveries, with a small volume of spot goods available for external sales. The BPA price has been raised to 8,300 yuan/ton delivered to East China.

PriceSeek Analysis:
Bisphenol A (BPA) – Bullish/Bearish Score: 1
The spot price of BPA has increased to 8,300 yuan/ton delivered to East China. With the plant operating at 85% capacity and primarily fulfilling contract deliveries, only a limited volume of spot goods is available for external sales. This indicates stable supply but rising prices, reflecting stronger demand or cost support, which is favorable for the spot market.

Epoxy Resin – Bullish/Bearish Score: 0.5
As a downstream product of BPA, the increase in raw material costs may be transmitted to the epoxy resin production stage, potentially pushing up its spot price. However, the extent of this impact is constrained by downstream demand and inventory levels, making it a slight positive factor.