【市场探“涨”】行业巨头协同提价！

Group 1 - Recent price increases in various chemical and industrial products have raised market concerns about the drivers behind this trend, its sustainability, and the potential for performance recovery among upstream and downstream companies [1] - The price of sucralose, a high-intensity sweetener, has been adjusted to 185 RMB per 25 kg package, equivalent to 18.5 million RMB per ton, reflecting a significant increase from previous prices [2][4] - The recent price surge is attributed to a combination of cost pressures and improved policy environments, particularly the enforcement of anti-"involution" policies that have led to reduced production and more rational competition in the sucralose industry [4][7] Group 2 - The price of sucralose has experienced significant fluctuations, with a peak of over 480,000 RMB per ton in early 2022, followed by a decline that saw prices drop below 130,000 RMB per ton, leading to widespread losses among producers [4][5] - The current price increase marks a recovery from a low point, with prices rising by 85,000 RMB per ton compared to last year's minimum, indicating a shift away from the "bottom range" [5] - The market for sucralose is expected to improve due to a combination of reduced supply and increased demand, particularly in the fourth quarter as holiday seasons drive up consumption [5] Group 3 - The sucralose market is highly concentrated, with the top four companies holding over 95% market share, and leading company Jinhe Industrial accounting for more than 55% of the global market [6][7] - The ongoing rationalization of competition is expected to enhance the profitability of companies, as the industry moves away from destructive price wars that have historically hindered innovation and sustainable development [7] - The trend towards healthier, reduced-sugar products suggests a continued growth potential for sucralose, with the recent price adjustments signaling the beginning of a new development cycle in the sweetener industry [7][8]