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*For three years the market has read Solara mainly through one product: ibuprofen. Our channel checks

suggest that lens is now incomplete. The company is shrinking plain ibuprofen, keeping the grades with

fewer qualified suppliers, and moving capacity towards complex chemistry and CRAMS. The ibuprofen

business has lost ground: some customers and some equipment have gone to competitors but it is also

smaller, more focused, and may have an external catalyst ahead. The stronger competitive positions sit in

polymer and sugar chemistry*

China PVC prices moved higher in October. High carbide and coal costs, loss-making producers cutting runs, and falling stocks all pushed the price centre up. But the peak construction season did not deliver. Downstream orders stayed weak, so the upside is limited. The market is expected to stay in a high, range-bound band of RMB 4,900–5,100/t (USD 690–718/t). The three things to watch: raw material prices, producer operating rates, and end-user orders.

Brussels has moved from product-by-product anti-dumping cases to a sector-wide clampdown on Chinese chemicals. Indian players gain only where the EU uses tools that target China specifically; the broadest tool on the table, safeguards, hits India too