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The holiday moved the chlorine side, not the fluorine side. Chloroform jumped RMB 212/t to 2,396 and DCM RMB 109/t to 2,879 on the first day back, riding methanol (+307 to 3,884) and liquid chlorine (+60 to 227). Fluorspar, AHF and every refrigerant re-opened exactly where they closed on 29 September.

China's suspension grade PVC price is still low, at RMB 4,900–5,100/MT. Carbide-route producers lose more than RMB 700 on every tonne. Inventory is above one million tonnes. The operating rate has fallen to 66.74%. The property market, which drives 60–65% of demand, is falling faster than in 2025. Exports were the only way out, growing 13.3% up to August. Now that way is getting narrower. The European Commission has opened an anti-dumping investigation into PVC from China, Taiwan, Mexico and Korea. This comes after India's CPVC anti-circumvention probe (September). The oversupply is a cycle, not the end of the industry. But the exit routes are closing.

A special Golden Week edition: Europe’s big petrochemical companies hand over 10.5 million tonnes of capacity to new owners, Lotte stops its PET recycling project in Korea, and Borealis adds new XLPE capacity in the UAE for power cables and the energy transition.