DT新材料·2025-09-05 16:04Group 1 - Wanhua Chemical's subsidiary BorsodChem Zrt. has resumed normal production of MDI (400,000 tons/year) after maintenance, while another TDI (250,000 tons/year) facility also returned to normal operations on August 19 [2] - Wanhua Chemical's new TDI Phase II facility (360,000 tons/year) in Fujian has recently been completed and is producing qualified products [2] - Mitsui Chemicals announced that its TDI facility in Japan will resume production around September 8 after a gas leak incident that halted operations since July 27 [2] Group 2 - Covestro has issued an emergency notice to reduce TDI supply to China by 10% to support the European market, marking the second supply cut this month, totaling a 25% reduction [3] - The TDI market in China experienced a "high-to-low" trend in August, with prices peaking at around 17,500 yuan/ton before dropping to a range of 14,500-15,000 yuan/ton by the end of August [3] - As of September, TDI prices have further declined to a range of 13,500-14,100 yuan/ton, with low-price rumors circulating and the market experiencing significant fluctuations [3]