The raw materials price is rmb10.6/kg in Hainan and rmb 10.9-11/kg in Guangdong. Hainan materials supply is not stable, some days good, while some days not. And Guangdong basically returned to normal.
The costs continue to be in high level like materials price, exchange rate, by-products low selling price, and high sea freight etc.
The USA clients may buy more in the following time and there are fewer stocks for USA clients.
The orders are full for several plants in Sep. and Oct., and some even has small capacity available before Jan.
In Jan., there are about 20 days processing time due to spring festival.