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Tangshan Sanyou Chemical Industries (600409.SH): Since the beginning of this year, PVC has maintained a volatile consolidation trend with limited fluctuations.
December 13, Glonghui丨Tangshan Sanyou Chemical Industries (600409.SH) stated at an investor exchange meeting that the current domestic PVC capacity is approximately 28.5 million tons, with an estimated annual output of around 23.45 million tons, showing little year-on-year change. Since the beginning of this year, PVC has maintained a volatile consolidation trend, with limited fluctuations, mainly affected by the poor performance of the Real Estate and Infrastructure Industries, compounded by over 1 million tons of high inventory in the industry, leading to a focus on market consolidation. Currently, the overall industry operating rate is around 77%-78%. Capacity growth is expected to be limited by 2025. With favorable policies from the government stabilizing the Real Estate market and increasing Infrastructure, a slight price increase is anticipated.
Tangshan Sanyou Chemical Industries (600409.SH): Since the beginning of this year, the overall market for caustic soda has remained stable with slight fluctuations, with prices at a high level.
Gelonghui December 13丨Tangshan Sanyou Chemical Industries (600409.SH) stated at the investor communication meeting that currently the domestic caustic soda production capacity is about 48.5 million tons, and the annual output is expected to increase by about 5% year-on-year. Since the beginning of this year, caustic soda has maintained a generally stable but slightly fluctuating market, with prices at a high level, and the Industry's operating rate is about 86%. By 2025, under the demand growth support from downstream alumina and aluminum, prices are expected to run at a high level.
Tangshan Sanyou Chemical Industries (600409.SH): Currently, viscose enterprises are operating steadily, with an operating rate maintained at 88%-89%.
On December 13, according to GELONGHUI, Tangshan Sanyou Chemical Industries (600409.SH) stated at the investor conference that the current domestic Viscose Staple Fiber industry has a capacity of approximately 5 million tons, with an actual effective capacity of about 4.8 million tons. In recent years, capacity has changed little, with an estimated annual output of around 4.2 million tons, a year-on-year increase of about 12%. Currently, Viscose companies have stable operations, with an operating rate maintained at 88%-89%. The supply side is stable without new capacity, and with inventory reaching a historical low, support for Viscose companies is significant. Demand is gradually recovering, supporting the continuous improvement of Viscose. It is expected that by 2025, the industry's supply will be stable, although the export market...
Tangshan Sanyou Chemical Industries (600409.SH): Currently, the domestic soda ash production capacity is about 40.8 million tons, and the annual output is expected to increase by approximately 15% year-on-year.
On December 13, Gelonghui reported that Tangshan Sanyou Chemical Industries (600409.SH) stated at an investor communication meeting that the current domestic soda ash production capacity is approximately 40.8 million tons, and the annual output is expected to increase by about 15% year-on-year. Currently, soda ash companies are clearly under pressure in their operation, with soda ash prices stagnating and consolidating. Industry maintenance and production restrictions are increasing production capacity, and the industry's inventory is around 1.65 million tons, with an overall industry operating rate of about 88%. It is expected that the industry will continue to experience high operation and high inventory situations until 2025, and industry maintenance may lead to a temporary reduction in supply, which will prolong the supply-demand contradictions, with the market likely to remain in a state of fluctuation and consolidation.
Private Companies Are Tangshan Sanyou Chemical Industries Co.,Ltd's (SHSE:600409) Biggest Owners and Were Rewarded After Market Cap Rose by CN¥434m Last Week
Tangshan Sanyou Chemical Industries (600409.SH): Currently, the company is in the learning and exploration stage regarding the application of AI large models.
Gelonghui reported on December 10 that tangshan sanyou chemical industries (600409.SH) stated on the investor interaction platform that it is currently in the learning and exploration stage regarding the application of AI large models.
Earnings Growth of 8.4% Over 3 Years Hasn't Been Enough to Translate Into Positive Returns for Tangshan Sanyou Chemical IndustriesLtd (SHSE:600409) Shareholders
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