广化关注 一、国际新闻巴西取消对中国尼龙长丝征收临时反倾销税：近日，巴西外贸委员会管理执行委员会 (GECEX)发布2025年第820号决议，鉴于国内公共利益的原因，决定取消对原产于或进口自中国生产商/ 出口商义乌华鼎锦纶股份有限公司(Yiwu Huading Nylon Co. Ltd.的尼龙长丝征收临时反倾销税。本案涉 及南共市税号5402.31.11、5402.31.19、5402.45.20项下的产品。决议自发布之日起生效。 二、国内新闻近期，锂电池关键原材料六氟磷酸锂市场价格呈现"火箭式"拉升，引发产业链高度关注。 数据显示，其均价已强势突破17万元/吨大关，与今年7月的年内低点4.7万元/吨相比，涨幅惊人地超过 240%。 油品类报价（12月11日） | | 聚丙烯12月11日市场价格表 | | | --- | --- | --- | | 地区 | 类别 | 价 格(元/吨) | | स्टूनी | | 6150-6650 | | 华东 | | 6250-6600 | | 华南 | 聚丙烯粒料 | 6300-6800 | | 西南 | | 6300-6900 | | 西北 | | 5900-67 ...

Core Viewpoint - TDI (Toluene Diisocyanate) prices have experienced fluctuations this year, rising significantly after a low in April, driven by supply constraints and increased demand, particularly due to external factors affecting production capacity [1][2][3]. Group 1: Price Trends - TDI prices rose from below 10,000 yuan/ton in April to a peak of 17,000 yuan/ton in July, before retreating to around 15,000 yuan/ton in August [1][4]. - The price increase in July was approximately 6,000 yuan/ton, attributed to supply tightness and increased export volumes [1][3]. Group 2: Supply Constraints - Supply disruptions have been significant, with major producers like Covestro and BASF facing production halts due to various incidents, leading to a global supply reduction of about 16% [2][3]. - Covestro announced a 10% reduction in supply to China to support the European market, following a previous warning about supply tightness [1][4]. Group 3: Demand Dynamics - Demand for TDI has unexpectedly increased, with a reported 83% year-on-year growth in TDI exports from China in the first half of 2025, driven by U.S. tariff policies [3]. - The primary consumption sectors for TDI include soft foam (73%) and coatings (over 17%), with significant applications in furniture, construction, and transportation [5][6]. Group 4: Market Outlook - Analysts suggest that while current price declines may continue, the fundamental market conditions, including inventory dynamics and export expectations, could lead to a rebound in prices [6][7]. - Historical context indicates that TDI prices have previously experienced significant volatility, with past peaks reaching as high as 55,000 yuan/ton in 2016-2017 due to supply reductions and rising demand [7].