In China BOPP film FOB Shanghai were stable in the first week of early November 2025, supported by balanced trade and high domestic inventories. In the second week, prices fell by 2.50%, continuing a prolonged 12-week bearish decline showing further weakened demand for BOPP film with ample supply. Feedstock polypropylene prices also fell by 0.77%. Port dynamics were mixed, with Dalian operating as normal and the port of Shanghai congested (1.94-day later for vessels). EU PPWR compliance affected BOPP film export and moderate growth in recycled polyolefins for food-contact applications, with respect to the current overcapacity in the market affected the virgin resin demand.
