PVC助剂价格强劲反弹！这家公司6天4板

Group 1 - The PVC additive products, which have been in a long-term slump, are experiencing a strong rebound due to multiple factors, with expectations for a reversal in market conditions [1] - As of September 9, the prices of acetylacetone and acetylacetone calcium have increased by 30% and 46% respectively compared to their lowest prices on June 30, indicating a significant price recovery [1] - The acetylacetone industry is undergoing dual changes of supply disruption and steady demand growth, with prices having declined since 2021, leading to some companies exiting the market [1][2] Group 2 - The global acetylacetone market was valued at approximately $338 million in 2018 and is projected to grow to $445 million by 2025, benefiting from expanding application areas [2] - Current prices of acetylacetone and acetylacetone calcium are at historical low percentiles, suggesting significant potential for price increases [2] - Key domestic producers of acetylacetone include Zhejiang Weirong, Jianbang Co., Xinhua Pharmaceutical, and Guangxi Jinyuan, while major overseas suppliers include BASF from Germany [1][2] Group 3 - Jianbang Co. has seen its stock price rise significantly, and the company is prioritizing investment in new environmental additive production projects, with completion expected by April 2028 [3] - The company has received environmental approval for its new materials production base, indicating progress in its expansion plans [3] - The PVC environmental additive industry is expected to undergo a consolidation phase, with high-cost capacities exiting the market due to price pressures [5][6]