利好突袭！大面积涨停！

Core Viewpoint - The chemical sector has experienced a significant surge, with many stocks hitting their daily limit or rising over 10%, driven by price increases and expectations of further price hikes in chemical products [1][2]. Price Trends - The bromine market has seen a price increase of 30% since the beginning of 2025, with the average price reaching 28,000 yuan/ton by March 25, 2025 [1][2]. - Prices for fatty alcohols have also risen sharply, surpassing last year's highs, with a cumulative increase of over 106% compared to early last year [2]. - The price of double polyol has skyrocketed from over 20,000 yuan/ton in October 2024 to a range of 55,000 to 63,000 yuan/ton by March 2025, marking a 175% increase [2]. Supply and Demand Factors - Rising raw material costs and production halts by major companies have contributed to the price increases in chemical products [2]. - The bromine industry is currently facing low operating rates and low inventory levels, with traditional peak demand periods approaching [2]. - The bromine market's supply is constrained by production safety regulations and limited underground brine resources, leading to increased reliance on imports [3]. Downstream Demand - Brominated flame retardants account for over 65% of bromine consumption, with applications in high-frequency PCB circuit boards and fiber optic cables, which are expected to drive demand growth [4]. - The demand for double polyol is also influenced by rising prices of upstream raw materials like formaldehyde and acetaldehyde, with a projected increase in acetaldehyde prices from 12,000 yuan/ton in 2024 to 13,000-15,000 yuan/ton in 2025 [5].