In China the first three weeks of October 2025, exhibited volatile demand for Biaxially Oriented Polypropylene Film (BOPP Film), with an average fall of 0.35% due to oversupply and weak seasonal demand. Later third week rebounded by strong converter demand for snack packs, instant-noodle wraps, and export-oriented flexible packaging. Shanghai port disruptions had minimal impact, but economic slowdown and the underperforming "Silver October" peak season tempered broader demand.
China鈥檚 BOPP film demand in October 2025 demonstrated some signs of stability, while also showing evidence of seasonal weakness in the market. The assessment for the month was somewhat muted by the "Silver October" impact on seasonal FMCG uptake for food film, snack pouches, and rigid containers. In the first week of October 2025, BOPP film prices decreased by approximately 0.66%, primarily due to oversupply and weak domestic demand, despite stable feedstock costs. During second week, BOPP film pricing further declined by 2.07%, extending the bearish trend amidst cautious buying from downstream sectors, producers suppress replenishments because of soft market conditions.
The third week BOPP film prices rebound and increase by 1.69%, demand elevated manufacturing activity for snack packs, instant noodle wrap film, and ready-to-eat meal films in the mid-gauge range from 25 to 50 碌m supported in e-commerce volumes. Organized BOPP film retail has also seen some growth, particularly in lower-tier cities. BOPP film oversupplies the demand as domestic production from Sinopec and CNPC was above 3 million metric tons per year, relatively stable propylene supply, and reasonable inventories. Some slight disruptions at the Shanghai port had little palpable effect in relations to exports to India, Vietnam, Japan, South Asia, and Africa.
Stable polypropylene feedstock prices failed to counter initial oversupply pressures. While economic slowdown and underperforming seasonal demand depressed early October pricing. Initial weeks downstream producers buying hand-to-mouth and BOPP film producers downgrading to thinner film to meet the profit margin. The third week drove recovery as demand resume for high-barrier mini-packs, instant-noodle wraps, and e-commerce, alongside consistent exports to South Asia and Africa. Competition prices due to LyondellBasell recently releasing a new copolymer for potential new coextrusions kept prices low. Sustainability trends and urban retail expansions in lower-tier cities increased potential niche resiliency, balancing not only supply but caution in a cautious market at a volatile time.
果酱视频, anticipates China's BOPP film market may likely to realize further increases into late Oct 2025, potentially due to the strong demand from downstream sectors for food packaging and exports. While oversupply and economic caution could limit BOPP film upward potential. Continued attention to feedstock, port logistics, and consumer spending may be needed.
