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一图看懂 | 卤化丁基橡胶反倾销概念股
市值风云· 2026-03-13 12:25
Core Viewpoint - The Ministry of Commerce announced on March 13 that there is dumping of halogenated butyl rubber from Japan and Canada, causing substantial harm to the domestic industry, leading to the decision to impose anti-dumping duties [5]. Summary by Relevant Categories Anti-Dumping Duties - Anti-dumping duties imposed on Japanese companies: 15.0% for Japan Butyl Co., Ltd. and 30.1% for other Japanese companies [5]. - Anti-dumping duties imposed on Canadian companies: 13.8% for Arlanxeo Canada Inc. and others [5]. - The anti-dumping investigation against India has been terminated with no duties imposed [5]. Industry Impact - Halogenated butyl rubber is primarily used in tubeless tire inner linings, heat-resistant products, and pharmaceutical bottle stoppers [5]. - The article identifies key companies in the upstream core raw materials and downstream applications affected by these duties. Key Companies in Upstream and Downstream - **Upstream Core Raw Material Companies**: - Binhu Chemical - Satellite Chemical - Sinopec - Rongsheng Petrochemical - Aokai Co., Ltd. - Tongkun Co., Ltd. - Daon Co., Ltd. - Shandong Haihua - Zhongtai Chemical - Zhejiang Longsheng - Lubao Chemical - Dongfang Shenghong - Junzheng Group - Xinheng Cheng - Qixiang Tengda - Maohua Shihua - Rongsheng Petrochemical - Satellite Chemical [5]. - **Downstream Application Leaders**: - Shandong Pharmaceutical Glass - Huangshan Capsule [5]. - **Tire Manufacturing Companies**: - Kalan Co., Ltd. - Jimin Medical - Linglong Tire - Sailun Tire - Zhengchuan Co., Ltd. - Jiangqiang Technology - Senkiren - Fengshen Co., Ltd. - Huarun Pharmaceutical - Guizhou Tire - General Co., Ltd. - Triangle Tire [5]. - **Other High-End Application Companies**: - Tongcheng New Materials - Taihe New Materials - Shuangjian Co., Ltd. - Haida Co., Ltd. - Yanggu Huatai - Quecheng Co., Ltd. - Zhongmi Holdings - Kexin Innovation Source - Saixiang Technology - Ruankong Co., Ltd. [5].