DT新材料·2026-02-26 16:05Group 1 - The chemical industry is experiencing a resurgence due to rising global energy prices driven by geopolitical tensions and policy changes [3][4] - In January 2026, 119 chemical products saw price increases, with 44 products rising over 5%, including PVA, vitamins, and lithium carbonate [3] - Zhejiang Longsheng announced price hikes for disperse dyes, with increases of 2000 to 4000 yuan per ton [3] Group 2 - MDI and TDI prices are increasing due to traditional price increase cycles and downstream restocking demands after the holiday [4] - Huntsman announced a price increase of $260 per ton for MDI products in the U.S. market [5] - Covestro plans to raise prices for all MDI products in North America by $0.10 per pound, equivalent to $220 per ton [6] Group 3 - Global TDI production capacity is facing temporary reductions, with about 86,000 tons of TDI capacity under maintenance, representing nearly 24% of global capacity [8] - Wanhua Chemical has become the largest TDI supplier globally, with a production capacity of 1.47 million tons per year, accounting for over 40% of global capacity [8] - The global MDI supply-demand balance is improving, with a projected supply gap of 650,000 tons to 1.07 million tons in 2026-2027 [10]