According to customs data, the total export volume of primary shaped polycarbonate in China in September 2025 was 45,700 tons, an increase of -12.78% compared to the previous month (52,400 tons in August). The total import volume was 75,000 tons, an increase of 14.34% compared to the previous month (65,600 tons in August).

According to customs data, the export volume of polycarbonate in September 2025 decreased by 12.78% month on month (from 52,400 tons to 45,700 tons), indicating a weakening of overseas demand, which may lead to domestic inventory accumulation; The import volume increased by 14.34% month on month (from 65,600 tons to 75,000 tons), reflecting sufficient domestic supply or intensified import competition. The overall supply-demand relationship shows an increasing risk of oversupply in the domestic market, which poses significant downward pressure on the spot price of polycarbonate.

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