贸易流重构欧洲塑料市场格局

Group 1 - The European thermoplastic plastic market is undergoing a trade restructuring due to global demand changes and tariff policy adjustments since 2025, with a complex global trade environment exacerbated by tariffs imposed by the US on various sectors [2] - The surge in imports from East Asia, particularly in the ABS market, has led European producers to file anti-dumping complaints, resulting in temporary anti-dumping measures against Korean imports with tariffs ranging from 3.7% to 5.8% [2] - Despite the temporary measures, imports continue to flood the European market as East Asian producers shift their focus to Europe to compensate for losses in the US market [2] Group 2 - Following the imposition of final anti-dumping duties of 58% to 100.1% on PVC from the US and Egypt, European PVC consumers are increasingly sourcing from Northeast Asia, although Asian imports have not fully compensated for the shortfall from the US and Egypt [3] - The European polycarbonate (PC) market is facing oversupply and downward price pressure due to abundant Asian imports, with Chinese PC products now available in European warehouses, alleviating previous logistical constraints [3] - The entry of Chinese electric vehicles into the European market is squeezing local automotive demand, contributing to a decline in sales for major European car manufacturers such as Mercedes-Benz, BMW, and Volkswagen in the first half of 2025 [3]