Huada Chemical Yantai 200000 Ton Polyurethane Base Phase I Put into Production: Lock in Asian Shoe Clothing and Industrial Coatings Supply Chain

1. supply node warning: East China polyurethane new base into the delivery period

on December 11, 2025, Huada Chemical (Yantai) Co., Ltd. announced its 200000 tons/year polyurethane resin project the first phase of the completion of environmental protection acceptance information. The project is located in Yantai Economic and Technological Development Zone, an important petrochemical and manufacturing center in China, with a total area of about 96000 square meters.

For overseas traders, the announcement marks that the base has officially commercial mass production and global supply capacity. Actual investment in the first phase 0.35 billion yuan not only has it introduced an advanced production line, but its environmental investment ratio (4.08 per cent) has doubled from the design phase, which means that the plant is more resilient in dealing with environmental compliance risks, ensuring stable output during industry environmental inspections and avoiding unintended defaults on overseas orders.

2. product matrix analysis: covering four core downstream application areas

the project adopts the strategy of "one-time planning and phased production. The first phase acceptance capacity is 76300 tons/year that's about 38% of the total plan. Its product line layout accurately targets the global downstream high-end manufacturing industry:

Traders watch: the first phase of the product structure is based on polyester polyols, supplemented by high-growth TPU and water-based resins. This combination not only provides basic raw materials, but also has the potential to provide **customized system materials (System House)**, which is of great value to overseas distributors looking for highly stable sources of goods.

3. Market Impact: Trade Flow and Cost Advantage Analysis

the commissioning of the Yantai base of Huada Chemical will have the following levels of industry impact:

1. regional supply center of gravity shifted to the north: as an important chemical outlet in northern China, Yantai has convenient port logistics (Yantai Port and Qingdao Port). Compared to the South China production area, the base in the radiation korea, Japan and Russia such as the Northeast Asian market has obvious. Freight Cost Advantage.

2. Import Substitution and Reverse Premium: with the gradual release of its 80000-ton TPU production capacity, China's position in the global TPU trade table will shift from "scale" to "refinement", and the CIF price (CFR) of some high-end TPU specifications is expected to go down due to the scale effect, creating more arbitrage space for overseas traders.

3. The long-term competitiveness of the environmental premium: companies have increased their investment in environmental protection beyond expectations, ensuring that their products meet increasingly stringent global chemical access standards (such as REACH), clearing the way for them to enter high-end supply chains in Europe and the United States.