TDI prices continue to rise sharply, related concept stock list released

Recently, the price of the chemical product TDI has continued to rise. According to data from Business Society, on August 18, the benchmark price of TDI was 16,066.67 yuan/ton. Since the second half of the year, TDI prices have increased by a cumulative 40.94%. This round of TDI price increase is due to a sharp reduction in production capacity. Business Society pointed out that the TDI market in East China has shown a stable trend recently. The market atmosphere is relatively cautious, with a strong willingness to support prices from the supply side and tight supply. It is expected that the TDI market will operate with a strong consolidation in the short term. According to incomplete statistics from Securities Times·Data Treasure, there are mainly four listed companies in the A-share market with TDI-related production capacity, namely Wanhua, CZDH, Beihua Co., Ltd., and Hangjin Technology. Among them, Wanhua is the domestic TDI leader