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TOUCHSTONE DYNAMIC INTERNATIONAL ETF

31.10

+0.39001.27%

盤後：31.100.00000.00%16:05 EDT

成交量：2,213.00

成交額：6.88萬

市值：5,550.90萬

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高：31.11

開：31.11

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收：30.71

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天津航運指數2025年第10周環比下跌1.02%

中国金融信息网

【國信證券：維持萬華化學“優於大市”評級，全球MDI廠家紛紛漲價】國信證券研報指出，近期全球主要聚氨酯企業相繼上調MDI和TDI產品價格，覆蓋多個區域市場。公司作為聚氨酯行業龍頭，存在穩固的利潤保障，同時新項目穩步推進。維持“優於大市”評級。目前全球主要MDI廠商總產能約為1076萬噸，擬新增產能約為173萬噸，其中萬華化學擬新增產能130萬噸，為產能增長主力。2025年1月5日，國家發展改革委、財政部發布了《關於2025年加力擴圍實施大規模設備更新和消費品以舊換新政策的通知》，提出加力支持家電產品以舊換新，積極支持家裝消費品換新，完善汽車置換更新補貼標準等。政策助力之下，預期聚合MDI景氣度得以延續。（格隆匯）

中金公司：看好TDI繼續漲價龍頭企業具備一定的價格影響力

浙石化新項目獲批，萬華化學MDI/TDI提價，阿科瑪與ALBIS建立戰略合作伙伴關係……

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11:22","pubTimestamp":1738984924,"startTime":"0","endTime":"0","summary":"国信证券研报指出，近期全球主要聚氨酯企业相继上调MDI和TDI产品价格，覆盖多个区域市场。公司作为聚氨酯行业龙头，存在稳固的利润保障，同时新项目稳步推进。维持“优于大市”评级。目前全球主要MDI厂商总产能约为1076万吨，拟新增产能约为173万吨，其中万华化学拟新增产能130万吨，为产能增长主力。2025年1月5日，国家发展改革委、财政部发布了《关于2025年加力扩围实施大规模设备更新和消费品以旧换新政策的通知》，提出加力支持家电产品以旧换新，积极支持家装消费品换新，完善汽车置换更新补贴标准等。政策助力之下，预期聚合MDI景气度得以延续。（格隆汇）","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/02/08112248033729.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["TDI","600309","002736"],"gpt_icon":0},{"id":"2504560684","title":"中金公司：看好TDI繼續漲價 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15:07","pubTimestamp":1737270444,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中金公司发布研报称，目前全球及国内TDI行业集中度较高，龙头企业具备一定的价格影响力，预计2025-26年全球TDI行业集中度将继续提升。由于TDI行业集中度高，龙头企业具备一定的价格影响力，同时目前库存处于低位，以及需求端受益以旧换新政策支持等，预计TDI价格有望继续上涨。估值与建议预计TDI价格有望继续上涨，看好万华化学，相关公司还包括沧州大化。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1239969.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["03908","601995","BK1147","BK0276","BK1501","TDI","SG9999002828.SGD","BK1564","BK1516"],"gpt_icon":0},{"id":"2504197135","title":"浙石化新項目獲批，萬華化學MDI/TDI提價，阿科瑪與ALBIS建立戰略合作伙伴關係……","url":"https://stock-news.laohu8.com/highlight/detail?id=2504197135","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2504197135?lang=zh_tw&edition=fundamental","pubTime":"2025-01-17 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