[Overseas News] Canada Imposes 50% Retaliatory Tariff on US Plastic Products; Anli Shares Plans to Establish Indonesia Subsidiary

Headlines Overview:

Raw Material News-US-Canada trade tensions escalate! Canada imposes tariffs on US molds15%Additional tariffs on plastic products50%Retaliatory tariffs

Automotive News- 7Global sales declined year-on-year in [Month].5.3% Decline for the sixth consecutive month

Packaging News-Amcor has prepared its Tiptree facility to comply with changes to the UK Plastic Packaging Tax.

Equipment News-KraussMaffeiColorFormNew technological breakthrough achieved:0.1mmUltra-thin polyurethane coating+Automatic color change during production

Other News-Adidas launches a one-piece design3DLatest Commercially Available 3D-Printed FootwearFuturecool

Macroeconomic Headlines-Institution: The number of merchant vessels passing through the Strait of Hormuz has dropped to a daily5

Price Information-The central parity rate of the RMB against the US dollar is quoted at6.7828Lower17

Below are the details of international news highlights:

1.US-Canada trade tensions escalate! Canada imposes tariffs on US molds15%Additional tariffs on plastic products50%Retaliatory tariffs

The Canadian federal government recently announced that retaliatory tariffs on U.S. molds and plastic products will be 2026 9 8 As it officially takes effect, Canadian manufacturers will face rising costs for key production equipment and plastic products. Canada will impose tariffs on goods valued at approximately200 Impose reciprocal retaliatory tariffs on U.S. goods worth billions of dollars, with tariff rates ranging from15%50%Previously, U.S.-Canada trade negotiations broke down, and U.S. President Trump imposed tariffs on Canadian goods last weekend.50% Tariffs, Canada subsequently introduced its countermeasures. Finished plastic products will face50% The high tariffs involve a wide range of goods commonly used by Canadian businesses and consumers in their daily lives, including the following specific categories:

-Various types of plastic shopping bags

-Packaging materials and packaging containers

-Tableware items such as plates, cups, and spoons

-Kitchenware and Food Storage Containers

-Vinyl plastic wall and ceiling decoration materials

2.The US and South Korea develop new technology:PET/PE/PP One-step production of hydrogen fuel from mixed waste

By the University of California, Los Angeles (UCLA)UCLAA team jointly led by researchers from Samuli Engineering College and Ewha Womans University in South Korea has validated a novel chemical process. This process can directly convert mixtures of the three most common plastics into high-purity hydrogen fuel at reaction temperatures significantly lower than those of traditional gasification methods, while simultaneously sequestering carbon dioxide in the form of solid minerals, thereby preventing its release into the atmosphere. The study was published in the Proceedings of the National Academy of Sciences (PNAS).PNAS), introduces the alkaline heat treatment process (ATTSodium hydroxide reacts with organic compounds under heating conditions to produce hydrogen gas. This process can efficiently treat polyethylene terephthalate (PET) in the same reactor.PET), polyethylene (PE), polypropylene (PPMixed waste, without the need for any category sorting of plastics, produces hydrogen with a purity exceeding90%。

3. 7Global sales declined year-on-year in [Month].5.3% Decline for the sixth consecutive month

Toyota Motor Corporation will globally... due to the dampened demand for non-electric vehicle models in the Chinese market caused by rising gasoline prices.Car salesMarking the sixth consecutive month of decline, Toyota recently issued a statement saying that it7Monthly global sales (including subsidiary Daihatsu Motor) decreased year-on-year.5.3% 912,683vehicles; its global production decreased year-on-year1.4% 934,953

4.KraussMaffeiColorFormTechnological breakthrough achieved: Realization of0.1mmUltra-thin polyurethane coating+Automatic color change during production

KraussMaffei (Krauss-Maffei) is further developing its use for in-mold coating of thermoplastic partsColorFormTechnology. Recently, KraussMaffei for itsColorformThe technology introduces two innovations: the first is a new multi-color mixing head that enables fully automatic color changes directly during production; the second is with a long-term partnerSiegfried Hofmann GmbHThe jointly developed polyurethane thin-layer coating process, which uses polyurethane (PUR) The coating thickness is reduced to only0.1millimeters. It is claimed that these two innovations combine automated adjustments in the production process with reduced material usage, while maintaining high surface quality, thereby expandingColorFormThe application potential of technology.

5.Anli Shares plans to establish a subsidiary in Indonesia to build a new factory for polyurethane synthetic leather and polyurethane composite materials.

8 28On the evening of [date], Anli Shares announced that it plans to jointly invest with its wholly-owned subsidiary, Anli (Singapore) Materials Co., Ltd.99.9% 0.1%Establish Anli (Indonesia) Material Technology Co., Ltd. (hereinafter referred to as “Anli Indonesia”) and invest in the construction of a new factory for polyurethane synthetic leather and polyurethane composite materials, with a planned total investment of3.35RMB 100 million (the actual investment amount shall be subject to the approval by the relevant competent authorities). The investment funds are intended for establishing subsidiaries, acquiring land, constructing factories and infrastructure, purchasing machinery and equipment, and covering corporate operations, among other related matters. Upon completion of the project, it is planned to achieve an annual production capacity of2400The production scale of 10,000 meters of polyurethane synthetic leather and polyurethane composite materials is expected to achieve an annual sales revenue of approximately upon reaching full capacity.9.57RMB 100 million, with an annual net profit of approximately6600Ten thousand yuan.

6.Adidas launches a one-piece design3DLatest Commercialized Footwear Using 3D Printing TechnologyFuturecool

German sportswear giantAdidas（Adidas) has always been3DThe leading enterprise in the commercialization of printed footwear. Over the past decade, the company has launched a series of innovative products, ranging from2016The first model of the year adopts3DPrinting the midsoleadidas 3D Runnerto more refinedFuturecraft 4D 4DFWD, and then to2024The first full- launched in the year3DPrinted footwear productsClimacool, and2025High-performance basketball and soccer shoes launched in [year].2026 8 27News reports indicate that Adidas is currentlyFuturecoolThe release of this product has pushed this technological innovation to new heights. According to Adidas, the new modelFuturecool 3DPrint sneakers toClimacoolas the foundation, and adopted a brand-new, bolder shoe silhouette design. In other words, compared toClimacoolSimilarly, this new shoe features a one-piece design.3DPrinting technology, combined with a unique grid structure, optimizes breathability, support, and comfort.

7.Amcor has prepared its Tiptree facility to comply with changes to the UK Plastic Packaging Tax.

Amcor has prepared the Tiptree factory to cope with changes in the UK Plastic Packaging Tax, in partnership with Wilkin & Sons’ jam and spread brands.TiptreeAchieve cooperation by providing certified shrink film and pallet stretch wrap.30%Post-consumer recyclingPCR) film. This move aims to helpTiptreeBrands Responding to the UK Plastic Packaging TaxPPT) changes in policy, while ensuring that logistics and packaging performance remain unaffected.

Tiptree Switched toAmcor RecyClass Certified packaging shrink film andBontite Sustane Stretch film. These films are made from certified recycled materials, balancing environmental concerns while maintaining performance. These solutions are designed to meet requirements for operational efficiency, load stability, and packaging performance.

Overseas Macro Market:

UAE Denies Missile Attack on Al Minhad Air Base

UAE Ministry of Defence8 31Japan issued a statement denying media reports that the Minhad Air Base had been hit by missiles, calling the reports false.

Japan9The month will see the largest wave of food price increases this year.

A Japanese research firm8 31The survey results released on the day indicate that Japan is expected to9The moon is approaching.5000Food prices are set to rise, ushering in the largest wave of price increases this year.

Iran claims oil tanker illegally crossing strait hit mine and caught fire

According to Iranian state television today (8 31According to a report, Iran’s Islamic Revolutionary Guard Corps (IRGC) stated that a very large crude carrier (VLCC) caught fire and came to a halt in the Strait of Hormuz after being struck by two naval mines. The IRGC claimed that the tanker was attempting to “illegally transit the southern part of the Strait of Hormuz” and emphasized that all vessels must comply with its regulations for passage through the strait.

Iran claims to have shot down a U.S. military aircraft over the Strait of HormuzMQ－9Drone

Public Relations Department of the Islamic Revolutionary Guard Corps of Iran31Japan stated on social media that a U.S. military aircraftMQ-9A “Reaper” drone was hit by an Iranian missile over the Strait of Hormuz and “plunged into the azure waters of the Persian Gulf.” Depending on the sensors and weapons it carries, a singleMQ-9The cost of the "Reaper" drone is3000USD to5000between tens of thousands of US dollars

[Institution: The number of merchant ships passing through the Strait of Hormuz has dropped to a daily5ship

Kepler, a vessel tracking company8 31Data released on [date] shows that, due to fears of attacks, the number of visible commercial vessels passing through the Strait of Hormuz over the past weekend has dropped to a daily average of5

Price Information:

The RMB/USD central parity rate is quoted at6.7828Lower17Point; Previous trading day's mid-price6.7811Previous trading day's official closing price6.7204The previous day and night session closed at6.7307。

[Upstream Raw Material USD Market Price]

8 28 CFRNortheast Asia Ethylene1050 /Ton stable,CFRSoutheast Asia1030 /Ton stable.

Northeast Asia PropyleneFOBSouth Korea's average price reaches1080 /Tons stable,CFRChina's average price to1160 /Stable tons

North Asia frozen cargo landed price, propane803-805 /ton; butane854-855 /

Frozen Cargo in South China9Monthly DES Propane850-860 /ton; butane875-885 /

CIF price of propane for frozen goods in Taiwan803-805 /ton; butane854-855 /

【LLDPEUSD Market Price

Thin film:1090 / CFRHuangpu)

【HDPEUSD Market Price

Thin film:1150 / CFRYantian

Hollow:1220 / CFRDongguan)

Injection molding:980 / CFRHuangpu)

【LDPEUSD Market Price

Thin film:1400 / CFRHuangpu)

【PPUSD Market Price

Homopolymerization:1230 / CFRHuangpu)

Copolymerization1270 / CFRNansha

Transparent:1485 / CFRHuangpu)

Pipe material:1430 / CFRHuangpu)