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亨斯迈和万华化学聚合MDI出厂价接近（元/吨）-行业数据

亨斯迈和万华化学聚合MDI出厂价接近（元/吨）
亨斯迈和万华化学聚合MDI出厂价接近（元/吨）
➢ 欧洲MDI产能主要以天然气为原料，受地缘政治影响，欧洲天然气等能源价格高企，欧洲厂商在成本端面临较大压力，价格逐步向化工品传导，中欧MDI价格差距扩大。同时，随着俄乌问题持续发酵，相关厂商天然气供应也存一定不确定性。我们认为目前万华相比于国外公司的成本优势将扩大，供应稳定性将恢复向好。
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所属报告： 万华化学-系列深度报告之三：聚氨酯~板块空间广大规模一体化优势显著-220620（74页）.pdf
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