巨头撤离！三菱化学退出焦炭及炭素材料业务！

Group 1 - The core viewpoint of the article highlights Mitsubishi Chemical Group's decision to exit the coking and carbon materials business, resulting in an expected non-recurring loss of approximately 85 billion yen (around 4.1 billion RMB) [1] - The immediate trigger for Mitsubishi Chemical's exit is the "perfect storm" faced by the global coking market, characterized by weak steel demand in China and oversupply due to new capacities in Indonesia [2] - Despite having quality advantages in its coking products, Mitsubishi Chemical has been unable to reverse the structural difficulties in profitability, leading to the conclusion that long-term growth in this business area is no longer sustainable [2] Group 2 - In 2025, China's import of Mitsubishi Chemical's needle coke is estimated to be around 5,000 tons, indicating the significance of this product in the market [2] - The company's carbon materials business, including needle coke and pitch coke, shares production facilities with coking operations, meaning that ceasing coking production will immediately collapse the cost structure of carbon materials [2]