涤纶长丝大厂产销放量，MDI供应偏紧价格上涨

Investment Rating - The report maintains a positive outlook on the basic chemical industry [1] Core Insights - The report highlights that major polyester filament manufacturers are experiencing increased production and sales, with polyester filament prices rising due to strong demand and inventory adjustments [1][2] - MDI supply is tight due to maintenance and unforeseen shutdowns in domestic and international facilities, leading to price increases [1][2] Summary by Sections Key Chemical Product Price Tracking - Polyester filament prices have increased: POY at 7900 RMB/ton (+50 RMB), FDY at 8350 RMB/ton (+100 RMB), and DTY at 9350 RMB/ton (+175 RMB) [1][2] - MDI prices have risen, with polymer MDI averaging 17760 RMB/ton (+480 RMB) and pure MDI remaining stable at 19200 RMB/ton [1][9] Polyester Filament - Major manufacturers have collectively raised prices, leading to a recovery in industry profits, with expectations for continued profit growth [1][2] - Inventory levels for polyester filament are at 2.6682 million tons, up 0.88% from the previous week [1][2] MDI Market - MDI market is experiencing supply constraints due to maintenance and force majeure events, resulting in price increases [1][9] - Recommendations include focusing on companies like Wanhua Chemical due to the favorable market conditions [1] Other Chemical Products - The report also notes price movements in other chemical sectors, including a rise in refrigerant R22 prices and stable prices for fluorite [11][14] - In the agricultural chemicals sector, prices for glyphosate have decreased, while diammonium phosphate prices remain stable [19][24] Market Performance - The basic chemical sector has shown mixed performance, with some sub-sectors experiencing gains while others have declined [66][70]