Stepan: Polyester Polyols to Increase Prices Effective July 1

Recently, Stepan announced that effective July 1, 2026 (or as contracts allow), it will increase prices by $0.185/lb for STEPANPOL® and TERATE® rigid polyester polyols used in the Americas. This increase is in addition to the price announcement that took effect on May 15, 2026. The adjustment is necessary due to the continued rise in raw material, freight, and energy costs.

Recently, global chemical giantsEastman(Eastman) officially issued to global customersPrice Increase NoticeIt announced that, effective June 1, prices for polyester, copolyester, and cellulose ester products will be increased across the board. The specific increase is as follows: Polyester and copolyester products will be increased by USD 0.30/kg (approximately RMB 2,051/ton), bringing the cumulative increase in 2026 to USD 0.55/kg. • Some copolyester products for which price increases were announced on April 2 will be subject to an additional increase of USD 0.05/kg.(approximately 342 RMB/ton)The cumulative increase in 2026 is also US$0.55/kg. • Cellulose ester polymer up by $0.25/kg(Approximately 1709 yuan/ton)。

Recently, the Center of Science and Technology & Industrialization Development of the Ministry of Housing and Urban-Rural Development announced the review results for the list of “Applicable Building Materials Products for ‘Good House’ Construction (Second Batch),” with Oriental Yuhong’s “Highly Weather-Resistant Reflective Thermal Insulation Flat Roof Waterproofing System” selected. It is reported that the selected system is an integrated solution developed by Oriental Yuhong to address common industry pain points in flat roof construction, such as water leakage, difficulties in heat insulation and cooling, and insufficient aging resistance and durability. At present, the system has been widely applied in various engineering projects, including hospitals, schools, affordable housing, and industrial parks.

Recently, A-share construction and building materials service provider Dongfang Yuhong (002271.SZ) officially signed a strategic cooperation agreement with leading Indonesian building materials company Avian Brands. The two parties will leverage their respective advantages in global technological accumulation and local operations to deepen collaborative empowerment, jointly expand the Indonesian market, and promote high-quality development in the Southeast Asian construction waterproofing industry.

浙江华业（301616）2025年度业绩说明会于近日在全景路演举行。 路演现场，公司方在回复投资者提问时表示，公司在高端化布局的同时，持续优化产品结构、丰富产品矩阵，增强经营韧性与抗风险能力：深耕现有核心品类：围绕螺杆、机筒、哥林柱三大核心部件，做大做强双金属机筒、HPT全硬螺杆、光学级专用螺杆及双螺杆系列，重点适配PEEK等高温新材料与高端精密场景，提升高附加值产品占比。拓展协同关联品类：依托主业工艺与客户资源，稳步延伸至塑机其他关键零部件，探索与现有产品高度协同的新品类，形成“核心部件+关联部件”的组合供应能力，降低单一品类依赖。产能与技术同步支撑：通过募投及穆岙生产基地建设，扩充高端产能、完善智能化产线，保障新品类落地与交付能力。公司将坚持“高端引领、横向延伸”战略。