BOCI: Rising dye prices may benefit integrated enterprises.

The industry exhibits a high level of concentration, and factors such as safety supervision and environmental protection policies may impose constraints on existing production capacity. Leading enterprises with stable market shares, substantial investments in safety and environmental protection, and comprehensive industrial chain support are expected to benefit.

Zhitong FinanceFeb 12 10:15

Pacific Securities: With the simultaneous rise in prices of upstream and downstream products, the dye industry is expected to see a recovery in prosperity.

Around Q3 2024, the price of H-acid remained in a historically low range, approximately RMB 16,000–20,000 per ton. The supply continued to tighten due to the Wuhai Yadong fire incident, intensified safety and environmental inspections, and frequent plant maintenance, driving the price of H-acid to gradually rise from its bottom.

Zhitong FinanceFeb 10 14:51

Weak demand and high costs have put widespread pressure on the performance of dye enterprises in 2025.

Gelonghui, February 7 | Under the dual pressures of weak demand and high costs, dye companies' performance in 2025 is generally under pressure. Recently, Jihua Group, Jinji Co., Ltd., and Annqi successively released their 2025 earnings forecasts, with all three companies experiencing a significant decline in net profit or losses.

Gelonghui FinanceFeb 7 11:59

Express News | The concept of disperse dyes surged against the market trend, with RunTu Co., Ltd. hitting the daily price limit.

BreakingsFeb 6 10:01

SDIC Securities: Optimistic about China's environmental protection and dual-carbon policy driving a potential long-term bull market in dyes

The bank believes that, with the continued strengthening of environmental protection and dual-carbon policies, industry capacity expansion will be limited or even further reduced, eliminating concerns about potential capacity shocks.

Zhitong FinanceFeb 4 10:35

Jinji Co., Ltd.: 2025 Annual Performance Forecast

SZSIJan 30 18:42 · Announcements