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万华化学,7大项目动作
DT新材料· 2025-08-23 16:05
【DT新材料】 获悉,近期, 万华化学 发布7大项目新动态。 首先是,投产、停产方面,主要包括TDI和MS光学树脂 (1) 福建工业园新建TDI二期装置(36万吨/年) 8月19日,万华化学公告,公司 福建工业园 新建TDI二期装置(36万吨/年)已于近期建成 投产 ,并产出合格产品。然后,子公司 匈牙利宝思德化学公司 TDI(25万吨/年) 装置的停产检修已经结束,恢复正常生产 , MDI(40万吨/年)装置待复产后另行公告。公司 烟台产业园 30万吨/年TDI装置及相关配套 装置将于8月19日开始陆续停产检修,预计检修40天左右。 截至目前,公司TDI总产能 达到147万吨/年。 据悉,就在前几天,另一巨头 科思创 近日向客户发出预警,8月将再次削减中国市场15%的供应量。据 了解,科思创目前在全球的三大TDI生产基地中,德国工厂因不可抗力持续停产,复产时间仍不明朗;美国工厂又将于9月进入为期一个月的计划检修 期;上海工厂也将在四季度开始超长周期的大修,这意味着科思创的供应紧张局面至少会持续到2026年2月份。 万华化学精准的投产,刚好可以填补科思创的空白期 。TDI的价格在经过7月的暴涨后,在8月中旬目 ...
909亿!万华化学!
DT新材料· 2025-08-11 16:03
Core Viewpoint - Wanhua Chemical reported a decline in revenue and net profit for the first half of the year, attributed to weak demand in its core business segments, particularly in polyurethane and petrochemical products [2][3][4]. Financial Performance - The company achieved a revenue of 90.901 billion yuan, a decrease of 6.35% year-on-year [3]. - Net profit attributable to shareholders was 6.123 billion yuan, down 25.1% compared to the previous year [2][3]. - The first quarter revenue was 43.068 billion yuan, reflecting a 6.7% decline year-on-year, with a net profit of 3.082 billion yuan, down 25.87% [2]. Business Segment Analysis Polyurethane Business - The polyurethane segment faced challenges due to slow recovery in overseas investments and weaker-than-expected demand in energy-efficient construction [4]. - The average market price for pure MDI was around 18,800 yuan/ton, while the average for polymer MDI was 16,700 yuan/ton [4]. - TDI products maintained growth in the automotive sector, with an average market price of 12,400 yuan/ton [4]. - Recent supply disruptions in the global TDI market led to a price rebound, with TDI prices increasing from 11,000 yuan/ton to 15,900 yuan/ton, a rise of over 40% [5]. Petrochemical Business - The petrochemical segment experienced compressed profit margins due to falling product prices and increased production capacity in the industry [6]. - Ethylene and propylene production capacities have increased significantly, with ethylene capacity up by 59% and propylene by 55% over the past five years [6]. - Wanhua's own ethylene plant achieved successful production, contributing to a total capacity of 61.74 million tons of ethylene and 34.09 million tons of propylene annually [6]. Fine Chemicals and New Materials - The fine chemicals and new materials segment showed stable development, supported by national strategies and emerging industry demands [7]. - Wanhua is advancing new MDI technology and expanding production capacity for specialty isocyanates [7]. - The company has made significant investments in R&D, leading to the successful launch of several innovative products, including bio-based 1,3-butanediol and optical-grade MS resin [14]. Cash Flow and Market Position - Despite the decline in profits, Wanhua Chemical reported a net cash flow from operating activities of 10.528 billion yuan, an increase of 2.3% year-on-year [9]. - The company ranked 15th in the global chemical industry according to a recent report, reflecting its strong market position and development momentum [9].