Market Intelligence, Analysis, and Forecast for High-Rebound Polyether H5000

I. ?????????? ??????? ???????
| ??????? | ????? (???? ????/??) | ???????? (%) | ????? ??????? |
|------------|-----------------|------------|---------------------------------------------------------------------------|
| 2026-05-22 | 11,550 | +1.76% | ??? ???? ????? ?????? ???? ?? ?????? ??????? ??????? ??????? ????? ??? ????? ?????. |
| 2026-05-19 | 11,350 | -1.30% | ?????? ??????? ?? ???? ?????? ???? ??? ???????? ?????? ??????? ????? ?? ??????? ?????? ?? ???????. |
| 2026-05-06 | 13,050 | 0.00% | ??? ??????? ??? ??? ?????? ???? ????? ?? ???????? ???????? ???????? ?????? ?? ??? ??? ???? ?? ?????. |
| 2026-03-31 | 15,750 | -1.87% | ??? ??????? ????????? ??????? 48.12%? ??? ??????? ???? ???????? ?? ????? ????? ????? ?????? ????? ????? ????????? (PO) ????? ???. |

II. ????? ??????? ??????? ????????
1. ?????? ?????? ??????? ??????? ??? ????? ??????
- ???? ?????: ?????? ?????? ????????? ??????? ??????? 4.5 ????? ??? ??? ??? ???? ???? ??????? ?? ??????? ???????? ?????? ??????? ??? 17%? ?? ???? ??? ??? ?????? ????? ??????? ?? ?????? ?????? ??? ??? ?? 60%. ????? ??? ???????? ?? ??????? ???????? – ????? ??????? ???????? – ??? ??? ??????? ?????? ?? ???????? ??? ??? ?????? ??????? ??? ???????.
- ???? ?????: ???? ????? ??? ?????? ???? ???? ?????? ???????? ??????? ?? ???? ???????? ?????????? ??????? (NEV) ????? ????????? ??? ??? ?? ???? ???? ??????? ?????? ???????? ????? ?????? ??? ?? 80%? ????? ???? ???? ???????? ??? ???????? ??? 15–20%. ??? ????? ????? ??? ???????? ?????? (??????? ??? 30% ?? ???? ?? ???????? ??????????) ?? ???? ?????? ????? ????? 18% ??????? ??? ????? ?????? ???? ?????? ??? ????????? ?? ???? ??????? ????.

2. ??? ???? ????? ?????? ?????? ?????
- ?????? ????? ????? ????????? (PO) ???? ???? ??? ?????? ????? ????? PO ?? ????? ????? ?? ??? 2026 ????? 22% ??? ???? ????? ????? ?????? ????? ?????? ???? ???? ???????? ??? ????? 15%? ?? ???? ??? ???? ???? ?? ????? ???????? ??????? ????? ????? ??? ????????.
- ???? ????? ?? ???????? ?????? ?? ?????? ???????? ??????? ??? ?????? ??????? ??????? ???? ????? 15–20% ?? ??? ?????? ?????? ?????????—?? ???? ????? ????????? ?? ??????? ?????? ??? H5000.

3. ????? ?????? ????????? ????????
- ??? ???? ????? ????? ???????? ???????? ?????? ???????? ??? ??????? ???????? ?? ?????? ??????? ?????? ????????? ???? ????? ???????? ???????? ??????? ????????? (VOC) ?????? ????????? ??????? ???. ?????? ????? ????????? ???????? ??? ?????? ??????? ?? ??????? ???????? ??? ????????? ????? ??????? ????? ?? ??? ??? 30% ?? ?????? ???????—?? ???? ?????? ?????? ???? ??????? ??????? ?????????.
- ??? ?????? ????? ??????? ???????? REACH ?? ?????? ?????? ???????? ??????? ????????? (VOC) ?? ?????? ???? ?? 500 ??? ?? ??????? ??? 200 ??? ?? ???????? ?? ???? ???????? ???????? ??? ????? ?????? ???????? ???????? ???????? ??? ?????? ??????? ????? ??? 8%.

III. ?????? ??????? ?????
1. ????? ?????? (????? ?????? ?? ??? 2026)
- ???? ?????: 11,000–12,000 ???? ????/??. ?? ???? ??? ????? ??????? ???????? (?? ????? ?????? ???? ???? ???????? ???????) ??? ???? ?? ???????? ?? ?????? ??? ???? ?? ??????? ?? ????? ????? ????? ????????? (PO) ??? ????? ????? ??? 12,000 ???? ????/??? ?? ???? ?? ??????? ??????? ?????? ?????? ????.
- ????? ???????: ?? ?????? ?? ???? ????? ????? ????? ????? 100,000 ??/??? ?? ??????? ???????? ?? ?????? ?????? ??????? ?????? ???? ??????? ??? ????? ?????? ??? ?????.

2. ????? ??????? (2026–2027)
- ????????? ??????????: ?? ??????? ?? ????? ?????? ????????? ?????? ???? ?????? ?? 420,000 ?? ?? ??? 2026 ??? 800,000 ?? ?? ??? 2027? ???? ?????? ?? ??????? ????? ??? 12–15%. ??? ??????? ?? ????? ?????? ??????? ???????? ????????? ?? 15% ??? 8%? ?? ???????? ?????? ??????? ?????? ??? ??????? ?????? ??? H5000.
- ???? ???? ?????: ?????? ?? ???? ????? ??????? ????? ???????? ?????????? ??????? (NEV) ????? ???? ????? ???? 25%? ?? ????? ??? ????????? ?? ?????? ???? ???? ?????? ?? ??????? ????? ?????? ???????? ?? 35% ??? 45%—??? ????? ????? ??????? ??????? ?? ?????? ??????.

3. ????? ?????? (2028–2030)
- ???? ???? ??????: ??????? ??????? ??????? ???? ?????? ????? ?????? ????????? ??????? + ???????? + ????????? ??? ?????? ????? ???? ??????? ????? 35–45% ?? ?????????—???????? ????? ??????? ??? ???? ???? ????? ??????.
- ??????? ??????: ?? ???? ??????? ????????? ?????? ???? ?????? ?????? ???????? ?? ??????? ?? ????? ?????? ??????? ???????? ???????? ????? 10–12%? ??????? ??????? ?????? ?????? ????? ?? H5000 ??? ???? 10,000–11,000 ???? ????/??? ????? ????? ???????? ??????? ????? ?????? ?????? ???????.

IV. ??????? ??????? ????????? ????????????
1. ??????? ????????
- ????? ????? ?????? ?????: ????? ????? ????? ????????? (PO) ???? ????? ?????? ??? ????? ?????????? ???????. ???? ?????? ????? ????? ???????? 90 ??????? ????????? ???????? ??? ???? ?????? ????? ?????? ????????.
- ???????? ??????????: ?????? ????? ??????? ?????? ??????? ??????? ???????? ??????? ????????? ????? ????? ???????? ??????? ?? 18 ????? ??? 6 ???? ???—??? ????? ??????? ???????? ?????? ????? ?? ??????? ?????????.
- ??????? ????????: ?? ???? ????? ???? ????? ?????? ????????? ??????? ???????? (CBAM) ??? ????? ?????? ????? ?????? ???? ?????? ????? 5–8%? ?? ???? ????? ?? ??????? ????????.

2. ???????? ????????????
- ??? ????? ????????: ????? ????????? ?? ????? ???????? ?? ?????? ???? DMC (???????? ??????? ???????) ?????? ????? ???? ?????? ??? ???????? ?????? ????? ????? ?????? ?????? ????? ??????? ?????? ?????? ???????? ??????.
- ??? ????? ??????: ????? ????? ??? ????? ?????? ??????? ?????? ??????? ?????? ????? ?????? ?????? ?????? ?????? ????????? ?????????? ?????? ??????? ??????? ?? ???? ????????—???????? ????? ????????? ??????? ??????????? ???????? (ESG) ??????.
- ??? ????? ????????: ??????? ?????? ????? ??????? ???????? ??? ?????? ??????? ?? ????? ??????? ??????? ??????? ????????? ???????? ??????? ?????? ??????? ?????? ???? ????? ???????.