DT新材料·2026-03-04 16:05Price Increases in Chemical Industry - The ongoing price increase trend has rapidly spread from oil and chemical raw materials to the materials sector, with significant price hikes observed in polyurethane, elastomers, and organosilicon, and now potentially affecting more categories like plastics [3][4] - BASF announced a global price increase for plastic application antioxidants, processing aids, and light stabilizers by up to 20%, driven by rising raw material costs, inflation pressures, and increased shipping costs [3] - Wanhua Chemical stated that the price of its entire PA12 product line would increase by 5%-10% starting March 1, citing significant upward pressure on production costs due to continuous increases in upstream raw material prices [3][4] Specific Product Price Adjustments - Zhuhai Jinfa Biochemical Co., Ltd. announced price adjustments for PBAT products, with increases of 700 RMB/ton for PBAT resin, 500 RMB/ton for PBAT modified series, and 400 RMB/ton for PBAT masterbatch series [6][7] - The price of PTA, a core upstream raw material for PBAT, has risen significantly, leading to increased prices for downstream products such as polyester chips and bottles [8][9] - The price of adipic acid, another key raw material, has also surged due to upstream oil price fluctuations, impacting the nylon and polyurethane markets [9] Market Dynamics and Trends - The price increases are supported by leading manufacturers like Jinfa Technology, which operates at full capacity with an annual PBAT production capacity of 180,000 tons [8] - The domestic PP market has seen price increases of 300-500 RMB/ton, with some producers reducing output, exacerbating supply tightness [11] - Despite rising prices in the plastics sector, major consumers in electronics, automotive, and construction have not shown a strong willingness to increase prices, focusing instead on promotions [13]