Since March 2026, the domestic bisphenol A market has broken the stable pattern and started an explosive upward trend, with prices soaring for 9 days, showing a rare trend of “one price per day”.

1、 Market situation: price ladder like surge, astonishing increase
Since March, the price of bisphenol A has risen in a stepped manner, with the increase continuing to expand.
According to data from Shengyi Society, the market price was about 8070 yuan/ton on March 1st. Subsequently, mainstream manufacturers raised their prices one after another: on March 3rd, it rose to 9000 yuan/ton, on March 5th it reached 9200 yuan/ton, on March 6th it broke through 10500 yuan/ton, and on March 9th it rose to 14800 yuan/ton, with a cumulative increase of 83.39% compared to March 1st. The market presents a pattern of “tight supply and traders reluctant to sell”, further promoting price increases.
The price increase this time is the result of the resonance of three factors: cost, supply, and market sentiment, jointly driving the explosive rise in prices.
（1） Cost side: Crude oil drives a surge in raw materials, laying a solid foundation for price increases
The production of bisphenol A relies on phenol and acetone, and their prices are closely related to international crude oil. In March, the geopolitical conflict in the Middle East intensified, with crude oil operating at high levels, driving up raw material prices. Phenol and acetone saw significant increases, pushing up the production cost of bisphenol A and forcing companies to raise their quotes.
（2） Supply side: Large factories raising prices+insufficient production, continuous tightening of spot goods
The mainstream bisphenol A enterprises are collectively raising prices, coupled with low operating loads and low inventory levels, resulting in tight spot supply. Most companies prioritize delivering to long-term contract customers, while traders hold onto their goods and hesitate to sell, further exacerbating the supply gap and supporting price increases.
（3） Market side: Panic spreads, amplifying price increases
The situation in the Middle East has raised concerns in the market about the obstruction of raw material imports, and panic has spread, compounded by the mentality of “buying up instead of buying down”. Traders are reluctant to sell, and downstream demand is passively following suit, forming a cycle of price increases and amplifying the gains.
The transmission of the industrial chain is prominent, and the pressure on upstream and downstream is obvious
The price increase of bisphenol A has a profound impact on the chemical industry chain, with a sharp increase in downstream cost pressure and a clear transmission effect. The production costs of downstream enterprises such as epoxy resin and polycarbonate have significantly increased, squeezing profits. Some small and medium-sized enterprises have reduced production capacity and suspended procurement; The price increase is gradually transmitted to the terminal industry, and some companies have issued price increase letters, highlighting the pressure on terminal prices.