8月18日，印度商务部贸易救济总局(DGTR)发布液体环氧树脂反倾销终裁。中化国际（600500） (600500.SH)旗下相关企业取得从价税37美元/吨的全球最低税率。 而此次印度商务部贸易救济总局(DGTR)发布液体环氧树脂反倾销终裁结果，进一步确立了中化国际与 南通星辰两家公司在税率对韩国、泰国、中国台湾等企业的竞争优势。收购完成后，中化国际在环氧树 脂业务领域的竞争力有望进一步扩大。 印度是全球化工品市场中最具活力的区域之一，环氧树脂作为一种性能优良的化学材料，具有环境容忍 度大、低收缩、力学性能良好等特点，在风电、电子电工、工业涂料等领域有着广泛运用。2024年印度 环氧树脂进口量近8万吨；2025年1-6月中国对印环氧树脂出口量同比增幅达49.6%，市场需求态势强 劲。记者从中国中化了解到，中化国际和南通星辰2024年环氧树脂产品面向印度的出口量占全国总出口 量的16%，今年一季度进一步提升至17.9%。 中化国际是中国中化材料科学领域的核心平台之一，公司近年来持续聚焦以化工新材料为核心的精细化 工主业，环氧树脂是其重点发力的核心优势产业链之一。目前，公司在扬州和连云港共拥有35万吨/年 环氧树 ...

Group 1 - The article highlights the strategic adjustments made by major Japanese chemical companies in response to market changes and competitive pressures [1][9]. - Mitsubishi Chemical announced its decision to exit the polyester resin manufacturing business for printer toner, which has been operational for 36 years, with plans to cease production by March 31, 2026, and sales by June 30, 2026 [2][3]. - The decline in printing demand due to the shift towards paperless operations and remote work, coupled with rising raw material and labor costs, has put significant pressure on the profitability of this business [3]. Group 2 - Mitsui Chemicals also decided to exit its styrene-acrylic resin and polyester resin businesses, with production expected to stop in the first half of the 2025 fiscal year, citing similar reasons including rising raw material costs and intense domestic and international competition [4]. - Sumitomo Bakelite reached an agreement to acquire AGC's polycarbonate business, which has a history of over 30 years and serves key industries such as construction, industrial, and electronics [5][6]. - The acquisition is expected to benefit Sumitomo Bakelite by leveraging its advanced technology in efficiently utilizing polycarbonate assets while allowing AGC to focus on its core business [7]. Group 3 - AGC, originally known as Asahi Glass Co., Ltd., is a leading manufacturer in glass, chemicals, and high-tech materials, with a comprehensive product range including automotive glass and display covers [8]. - Sumitomo Bakelite is recognized as a major supplier of epoxy molding compounds and resin materials, holding approximately 40% of the global market share in epoxy molding compounds [8]. - The company is set to enhance its production capacity significantly with the new factory in Suzhou, expected to reach an annual capacity of 33,000 tons, which is 1.5 times higher than the previous facility [8].