Xin Lang Zheng Quan·2025-09-19 13:05Core Viewpoint - Xinjiang Zhongtai Chemical Co., Ltd. is focusing on improving operational performance through strategic production and sales alignment, technological innovation, and market expansion [2][3]. Company Summary - The company held a specific object research meeting on September 16, 2025, with Huatai Securities and Bosera Fund participating [1]. - Key personnel from the company, including the chairman and heads of various departments, were involved in the meeting [1]. Operational Strategies - The company is implementing a strategy of "sales-driven production and efficiency-driven sales" to enhance the connection between production and sales [2]. - Continuous optimization in technology, production processes, and product structure has led to improved profitability in the first half of 2025 [2]. - Future plans include increasing R&D investment, focusing on key technological breakthroughs, and accelerating the transformation of scientific achievements [2]. Market Conditions - In the domestic PVC market, strong bottom support is noted, with rising prices of raw materials like anthracite and calcium carbide enhancing cost support [2]. - The demand is expected to improve in the "golden September and silver October" period, although new supply capacity may suppress price rebounds [2]. - The "anti-involution" policy is anticipated to continue in the second half of the year, potentially leading to a reduction in PVC supply and a positive impact on prices [2]. Viscose Market Insights - The viscose market has experienced a downturn due to insufficient terminal demand and declining prices of dissolving pulp [3]. - A slight improvement in demand from cotton yarn enterprises has led to a decrease in inventory for viscose short fibers, with expectations of stable price increases influenced by various factors [3].