In Q2 2026, PET sheet prices are expected to stay high with fluctuations and gradually decline in the second half of the year. In the short term (April–May), rising crude oil prices driven by regional conflicts, together with peak seasonal demand for beverage packaging, will support prices at 8,400–9,000 yuan per ton. In the medium term (June–August), as demand weakens and supply recovers, prices may drop to 7,500–8,400 yuan per ton.

Higher raw material costs directly pressure the PET foldable packaging industry, as PET sheets account for over 60% of total production costs. Many manufacturers have had to raise quotations by 5%–12% or adopt order-by-order pricing to avoid losses. Smaller factories face squeezed margins and may reduce material thickness or simplify production, lowering product quality.

In contrast, large enterprises with bulk purchasing agreements and integrated production can better absorb cost pressures. Overall, price volatility will accelerate industry consolidation. As prices stabilize, companies will increasingly focus on intelligent manufacturing and recycled materials to improve cost efficiency and market competitiveness.