Two Departments Release Third Batch of Priority Control Chemicals List: The List includes 23 types of chemical substances, including carcinogens such as 1,1,2,2-tetrachloroethane and tris(2,3-dibromopropyl) phosphate, endocrine disruptors such as bisphenol A and di(2-ethylhexyl) phthalate, and persistent organic pollutants such as long-chain perfluorocarboxylic acids, their salts, and related compounds. These substances are involved in industries or fields such as petrochemicals, plastics, rubber, pharmaceuticals, textiles, dyes, coatings, pesticides, leather, and electroplating.

PriceSeek Analysis:
Polyester Staple Fiber
Bull-Bear Score: 1.5
Strengthened regulatory oversight of petrochemical raw materials may increase production costs for polyester staple fiber. The settlement price for the main futures contract 2609 is 6,542 yuan/ton (2026-01-09). Recent price fluctuations have been minimal, but trading volume remains low. Stricter policies may prompt downstream users to stock up in advance, coupled with cost support, which could benefit futures prices.

Ethylene Glycol
Bull-Bear Score: 1
As a key raw material in the petrochemical sector covered by the List, rising environmental costs may constrain supply. The settlement price for the main futures contract 2605 is 3,849 yuan/ton (2026-01-09), with open interest nearing 300,000 lots. Policy pressure may intensify expectations of supply tightness, driving futures prices upward.

Butadiene Rubber
Bull-Bear Score: 0.5
Regulation of persistent pollutants in the List may impact demand in the rubber industry. However, as a major synthetic rubber variety, short-term substitution demand for butadiene rubber may increase. The settlement price for the main futures contract 2602 is 12,050 yuan/ton (2026-01-09), with trading volume exceeding 100,000 lots. The policy impact is neutral to slightly positive, but actual downstream demand absorption needs to be monitored.

Benzene
Bull-Bear Score: 1.5
Benzene is an upstream raw material for multiple chemicals listed in the List. Tighter regulations will strengthen cost support. The settlement price for the main futures contract 2603 is 5,456 yuan/ton (2026-01-09), with open interest at 29,000 lots. Policies may drive industry consolidation, and combined with the futures discount structure, could support a price rebound.

Natural Rubber
Bull-Bear Score: 1
Regulation of rubber products in the List may suppress short-term demand, but natural rubber stands to benefit as an environmentally friendly alternative. The settlement price for the main futures contract 2605 is 15,965 yuan/ton (2026-01-09), with open interest at 198,000 lots. Policy-driven industry transformation may provide long-term support for futures prices.

Caustic Soda
Bull-Bear Score: 0.5
Caustic soda is widely used in industries such as textiles and dyes, which are covered by the List. Policies may lead to structural adjustments in demand. The settlement price for the main futures contract 2609 is 2,488 yuan/ton (2026-01-09), with trading volume at 1,268 lots. The short-term impact is neutral, and attention should be paid to the pace of phasing out high-pollution downstream capacities.