Core Viewpoint - The chemical sector has shown an 8.24% increase this week, underperforming the broader market by 4.47 percentage points, with a positive long-term investment outlook suggested for various sub-industries [1] Group 1: Chemical Sector Performance - Chemical product prices have risen significantly, with the sector's performance being highlighted as a potential investment opportunity [1] - Sub-industries such as PTA/polyester filament, organic silicon, spandex, potassium fertilizer, pesticides, and bottle-grade resin are expected to see profit improvements [1] - Companies in lithium battery materials, including lithium hexafluorophosphate, solvents, and phosphorus chemicals, are noted for their earnings elasticity and low valuations with expected profit growth next year [1] Group 2: Specific Chemical Products - Electrolyte solvent prices have increased, with EC solvent, DMC solvent, lithium battery electrolyte, and DEC solvent rising by 47.8%, 10.0%, 8.0%, and 5.1% respectively [1] - The price of industrial-grade dimethyl carbonate (DMC) has risen to 4,072 RMB/ton, reflecting an 11.1% week-on-week increase, improving the profitability of DMC production facilities [1] - Sulfur prices continue to rise due to limited new production capacity globally and increased demand from the renewable energy sector, with domestic sulfur prices increasing by 7% to 3,800 RMB/ton [2] - The caprolactam industry has initiated supply reductions in response to losses, leading to a 3.9% price increase to 8,650 RMB/ton [3]

目前，亚洲地区正值检修季，西北两套装置分别停车35天和10-15天，万华福建装置也处于检修状态， 多重因素叠加导致全球TDI供应紧张局势急剧恶化。市场反应极为迅速，万华化学（600309）分销价上 调1000元/吨后暂停接单；上海科思创封盘停报。虽然当前是传统淡季，但临近9月旺季的备货需求放大 了供应中断的影响。 据悉，在国内TDI生产企业中，万华化学目前是全球最大的MDI和TDI供应商，截至2024年末，该公司 拥有TDI产能111万吨/年，福建第二套33万吨/年TDI项目投产后，万华化学TDI总产能将达到144万吨/ 年，并规划2026年再扩建36万吨。此外，沧州大化（600230）拥有TDI产能约16万吨/年；华鲁恒升 （600426）也规划了TDI相关产能，华鲁恒升(荆州)有限公司规划有"30万吨/年TDI项目、废盐综合利用 32万吨/年离子膜烧碱项目"，目前该项目已取得建设用地规划许可证。 7月21日，国内TDI市场继续高位推涨，据百川盈孚消息，截至21日午间，国内TDI市场均价1.59万元/ 吨，较上一个工作日上涨1012元/吨，涨幅6.79%。截至目前，国内TDI价格已经连续5个工作日上涨， 年 ...