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三元乙丙橡胶:年末热点解读,反倾销政策复审及新增投产预期
Sou Hu Cai Jing· 2025-12-25 03:45
Core Insights - The recent anti-dumping review has been released, providing stability to the market supply and demand environment through macro policies [1] - In the next 3-5 years, domestic production of ethylene-propylene rubber is expected to increase by approximately 300,000 tons, primarily utilizing FASTECH solution polymerization technology [1] - Domestic demand continues to show upward momentum, with increasing demand from Southeast Asia and India, enhancing the expectation for domestic companies to expand internationally [1] - In the short term, market performance is stabilizing, with product prices gradually bottoming out [1]