Mitsui Chemicals Omuta Plant TDI Unit Restart Hindered

  On December 15, Del Shares (300473) announced that the company intends to... On December 15, Del's Shares (300473) announced that the company plans to conclude the previous fundraising for the "Automotive Electronics (Intelligent Control System) Industrialization Project" and will invest the surplus funds of 26.34 million yuan into a new project, the "Mechatronic Automotive Components Technological Upgrade Project." The "Mechatronic Automotive Components Technical Renovation Project" investment mainly includes electromechanical engineering costs, equipment procurement costs, etc. The total planned investment by the company is 41.03 million yuan, with 26.34 million yuan of surplus raised funds intended for investment. This project aims to carry out technical renovations on the production lines of the company's motors, pumps, and mechanical pumps, without involving any new production capacity. In the first three quarters of 2025, Del Shares achieved a revenue of 3.642 billion yuan and a net profit attributable to shareholders of 79.23 million yuan.

Recently, Satellite Chemical responded to investor inquiries on an interactive platform, stating that the company is focused on building a world-class chemical new materials technology company around its competitive advantages. The ethylene polymerization process is one of the important development directions downstream for the company. The research and development of α-olefins, catalysts, and new processes are aimed at high-end and differentiated layouts.

  On December 12, market analysts stated that oil prices rose today, but may still record significant declines this week. Diplomatic efforts to end the Russia-Ukraine conflict are underway, while the overall bearish fundamentals indicate a supply surplus in the market next year. Next week, market focus is expected to shift to the Russia-Ukraine negotiations, with traders also monitoring the increasingly tense relations between the U.S. and Venezuela. The International Energy Agency (IEA) noted that the anticipated market surplus has narrowed, but the large supply overhang still casts a shadow over the outlook. In contrast, OPEC's supply and demand forecast points to a relatively balanced market next year. Analysts at ANZ Bank stated, "This represents a stark reversal from earlier this year, which suggested a tightening market."

On December 12, Zhuan Su Shi Jie learned that Toray announced the successful development of a new antistatic version of its Toyolacparel acrylonitrile-butadiene-styrene (ABS) resin. It is reported that the material's surface resistivity reaches 10⁹Ω/square (one billion ohms per square), making its antistatic performance five times that of the company's traditional products. This new grade is specifically designed for trays, enclosures, and other handling equipment required in semiconductor and electronic device manufacturing. It can reduce the risk of product damage or defects caused by static electricity, dust, and other contaminants.

Recently, XRG P.J.S.C., an investment group headquartered in Abu Dhabi (formerly ADNOC International Limited and its subsidiaries, hereinafter referred to as "XRG"), Has officially completed the voluntary public acquisition of Covestro AG.This marks an important step in the group's journey to becoming one of the world's top three chemical investment companies. XRG confirmed that the acquisition has been completed and signed all relevant agreements after obtaining approval from the relevant regulatory authorities. As part of the transaction, XRG injected 1.17 billion euros into Covestro through a planned capital increase to strengthen the financial position of the German manufacturer under the new equity structure.