万华化学宣布上调部分地区MDI、TDI价格 | 投研报告

Group 1 - The average prices for pure MDI, polymer MDI, and TDI are 19186, 14721, and 14693 CNY/ton respectively, with week-on-week changes of -293, +93, and +234 CNY/ton [1] - The gross margins for pure MDI, polymer MDI, and TDI are 6149, 2684, and 2769 CNY/ton respectively, with week-on-week changes of -240, +145, and +3 CNY/ton [1] Group 2 - The average prices for ethane, propane, thermal coal, and naphtha are 1324, 4166, 522, and 3790 CNY/ton respectively, with week-on-week changes of -102, -122, -8, and -166 CNY/ton [2] - The average price for polyethylene is 6933 CNY/ton, with a week-on-week decrease of 113 CNY/ton, while the theoretical profits for ethane cracking, CTO, and naphtha cracking for polyethylene are 625, 1291, and -132 CNY/ton respectively, with week-on-week changes of +41, -44, and +104 CNY/ton [2] - The average price for polypropylene is 6000 CNY/ton, with a week-on-week decrease of 70 CNY/ton, and the theoretical profits for PDH, CTO, and naphtha cracking for polypropylene are -758, 861, and -393 CNY/ton respectively, with week-on-week changes of +65, -25, and +120 CNY/ton [2] Group 3 - The average prices for synthetic ammonia, urea, DMF, and acetic acid are 2346, 1702, 3739, and 2422 CNY/ton respectively, with week-on-week changes of +29, -3, -75, and +15 CNY/ton [2] - The gross margins for synthetic ammonia, urea, DMF, and acetic acid are 331, 33, -396, and 225 CNY/ton respectively, with week-on-week changes of +53, +10, -49, and -2 CNY/ton [2] Group 4 - Related listed companies in the chemical sector include Wanhua Chemical, Baofeng Energy, Satellite Chemical, Hualu Hengsheng, New Hope Liuhe, and Andisu [3]