Views: 44 Author: Yinsu flame retardant Publish Time: 2025-06-17 Origin: www.flameretardantys.com
EVA Weekly Review (June 9, 2025 – June 13, 2025)
Key Focus Points for the Week
This week, the EVA market experienced weak fluctuations. On the supply side, an increasing number of domestic petrochemical plants in China have suspended operations, resulting in a production volume of 54,500 tons, a decrease of 4,800 tons from the previous period. The capacity utilization rate stood at 78.61%, a decrease of 6.88% from the previous period. Overall supply remains ample, but the slow digestion of photovoltaic inventory continues to exert pressure. On the demand side, downstream photovoltaic new orders showed no improvement in negotiations, while the foam market followed suit with low-price purchases driven by essential demand, with no substantial improvement in demand. In terms of prices, mainstream prices declined, with soft material priced at 9,600–10,200 yuan/ton, hard material at 9,700–10,700 yuan/ton, and photovoltaic material at 9,200–9,600 yuan/ton. Petrochemical plant-gate and settlement prices have stabilized with slight declines. This period's gross margin is 1,210 yuan/ton, a decrease of 207 yuan/ton (14.61%) compared to the previous period. Market sentiment is bearish, with focus on photovoltaic demand and petrochemical production schedules. Supply and demand dynamics are unlikely to change significantly next week, with prices expected to remain weak and trend downward. Next period's production forecast is 59,700 tons, with a capacity utilization rate of 86.10% and a gross margin of 1,150 yuan per ton. Production and sales are in a balanced state, with prices still having room to decline. Attention should be paid to supply, demand, and cost conditions. Over the weekend, China Zhejiang Petrochemical's facilities are scheduled for maintenance, and its impact on the market should be monitored.
This Week's Market Analysis
This week, the EVA market remained weak and volatile. Due to weak supply and demand dynamics, the market remained in this pattern, with market participants adopting a bearish outlook and prices trending downward.
Market Influencing Factors
Recently, EVA industry production and capacity utilization rates have declined, and profit margins have narrowed. China's EVA industry capacity utilization rate is estimated at 78.61%, a decrease of 6.88% from the previous period. The average profit margin for China's domestic EVA industry is 1,210 yuan per ton, a decrease of 14.61% from the previous period, primarily due to plant shutdowns and price declines.
Next Week's Market Forecast
Next week, the supply-demand fundamentals of China's domestic EVA market are expected to remain largely unchanged, with prices likely to remain weak. Key attention should be paid to order negotiations between petrochemical companies and film manufacturers. In terms of production, EVA output for the next period is projected to reach 59,700 tons, a 9.54% increase from the previous period, with capacity utilization rates rising to 86.10%. In terms of profits, the gross margin for EVA is expected to decline to 1,150 yuan per ton in the next period, a decrease of 4.96%, with profits likely to continue to decline. Overall production and sales remain in a balanced state, but due to increased production and declining profits, prices may still have room to decline. Going forward, it is essential to closely monitor changes in supply, demand, and cost dynamics to promptly grasp market trends and provide precise basis for procurement and sales decisions.
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