What is the forecast for the future trend of BOPP thermal sensitive synthetic paper prices?

For predicting the future trend of BOPP thermal sensitive synthetic paper prices, it is necessary to consider the comprehensive impact of multiple factors. The following is a detailed analysis of future price trends:

1、 Current market conditions

Low price fluctuations:

Recently, the price of BOPP has been fluctuating at a low level, with relatively small fluctuations.

The price of BOPP thick gloss film has been at a low level in the past five years, and for most of 2024, it will be lower than the low point of the same period in history.

Decreased profitability:

The profitability of the BOPP industry has continued to decline in recent years, with a long-term negative gross profit in 2024.

The negative gross profit state lasts for a long time and has a large magnitude, causing significant pressure on the operation of the enterprise.

2、 Analysis of Supply and Demand Relationship

Supply side:

The BOPP industry continues to expand its production capacity and the supply growth rate is relatively fast.

The plan to add new production facilities and restart old lines will increase market supply.

Enterprises adjust their operating rates based on order conditions and market changes, and the proportion of downtime during the Spring Festival may increase.

Demand side:

The recovery of terminal demand is slow, and the market digestion capacity is limited.

Seasonal demand changes may have a certain impact on prices, but overall demand growth is weak.

3、 Raw materials and cost factors

Raw material prices:

The changes in raw material prices have a significant impact on the price of BOPP.

When raw material prices fall, BOPP prices may be supported; When raw material prices rise, it may push up the cost of BOPP.

Cost pressure:

One of the main problems facing the BOPP industry is high cost and low profitability.

Enterprises with stronger cost control capabilities may be more competitive, while those with weaker cost control capabilities may face operational difficulties.

4、 Market mentality and expectations

Market mentality:

Market participants' expectations of future demand and market conditions have a certain impact on prices.

If market expectations are positive, it may drive up prices; If market expectations are poor, it may suppress price increases.

Policy and Environmental Protection:

Changes in policies, regulations, and environmental requirements may have an impact on the BOPP industry.

The increase in environmental standards may increase production costs for enterprises, thereby affecting product prices.

5、 Price Trend Prediction

Short term trend:

In the short term, BOPP prices may continue to fluctuate at a low level.

The decrease in market transactions and the increase in the proportion of enterprise shutdowns before and after the Spring Festival may have a certain impact on prices.

Mid to long term trend:

In the medium to long term, the price trend of BOPP will be influenced by various factors such as supply and demand, raw material costs, market mentality and expectations, as well as policies and environmental protection.

If the supply growth rate continues to be faster than the demand growth rate, prices may face downward pressure; If demand recovers faster than supply growth, prices may rise.

The change in raw material costs will directly affect the production cost of BOPP, thereby affecting product prices.

Changes in market mentality and expectations will have short-term fluctuations in prices.

The increase in policies and environmental requirements may increase production costs for enterprises and have a certain impact on prices.

In summary, the future trend of BOPP thermal sensitive synthetic paper prices will be influenced by various factors and have significant uncertainty. Therefore, it is recommended that enterprises closely monitor market dynamics and changes in supply and demand relationships, strengthen cost control and risk management to cope with possible price fluctuations. Meanwhile, consumers should also make reasonable purchasing decisions based on their own needs and budget.