On January 12, domestic BDO production at some enterprises was halted: Dongyuan Technology - Dongjing Biotechnology's 380,000 tons/year BDO plant, with the first phase of 100,000 tons/year currently shut down, and the second phase of 280,000 tons/year operating at 70% capacity. The third phase of Xinjiang Markor Chemical's 100,000 tons/year plant is shut down, while the first phase of 60,000 tons/year, the second phase of 100,000 tons/year, the fourth phase of 100,000 tons/year, and the fifth phase of 100,000 tons/year BDO plants are operating normally. PriceSeek analysis of 1,4-butanediol, with a bullish-bearish score: 1. The article reports that Dongyuan Technology's first-phase 100,000 tons BDO plant is shut down, the second-phase 280,000 tons plant is operating at 70% capacity, and Xinjiang Markor Chemical's third-phase 100,000 tons plant is shut down, while other plants are operating normally. This results in a reduction of approximately 284,000 tons of domestic BDO supply capacity, accounting for a significant proportion of the total capacity of some enterprises. Against the backdrop of stable demand, the supply contraction is expected to drive up spot prices, benefiting the market. The score is moderately bullish +1, as although the scale of the reduction is not nationwide, its impact is significant and may stimulate short-term price increases.