The raw materials price is rmb 11.4-11.6/kg in Hainan and Guangdong rmb 11.9-12/kg. The raw materials price increased rmb 0.4/kg this week, but even with the increase, the supply only reached about 30-40% for big plants in Hainan area and Guangdong about 60%.
Some clients are discussing the orders for the shipments in May, but the price is not reduced a lot than the current price, though as the estimation the supply will be more. People also worry the situation won’t be like as expect