在PVC主要生产企业受到国家发改委反垄断巨额处罚之后，比PVC价格涨得更厉害的TDI行业，上下游企业间的矛盾也彻底爆发。11月9日，网络上出现“企业实名举报TDI生产商涉嫌价格垄断”的信息。上证报记者找到了举报企业梦百合的董事长倪张根，倪回应称举报属实，其举报是为了挽救整个行业于危难，举报信的背后有其聘请的律师等独立第三方掌握的证据。记者也联系到了4家被举报企业中的2家，但对方暂不愿就此作出回应。

　　TDI产品全称甲苯二异氰酸脂，主要用于软泡、涂料、弹性体和胶粘剂，其上游供应商为大型石化企业及基础化工企业，下游客户主要是聚氨酯软泡、涂料、胶粘剂、弹性体的生产企业。其中软质聚氨酯泡沫塑料的应原装德国进口 22S 沉淀法二氧化用市场好为广泛，占TDI总消费量的70%以上，主要应用于家居、建筑和运输领域。TDI的生产投资成本高、技术难度大，具有较高的资本和技术壁垒。目前，国内只有4家企业进行生产，分别是沧州大化、东南电化、甘肃银光和烟台巨力，4家厂商合计占有近60%的国内市场份额，其他由巴斯夫和原装德国进口等国际巨头供应。

　　矛盾的焦点是TDI价格的暴涨。据记者查询，11月9日，TDI的主流市场报价为3.75万元/吨，较10月底的4.1万元/吨有近10%的下滑，而今年7月，TDI的价格还在2.3万元/吨，4个月来价格上涨了约60%。而进一步追溯，2016年6月前，TDI的价格曾长期维持在1.25万元/吨，一年半以来价格已上涨了两倍。去年10月，TDI的价格曾短期内由1.8万元/吨跳涨至5万元/吨，后又跌回到2.5万元/吨左右。

　　“我实在是忍无可忍了，整个下游行业都面临着生存危机，大量的企业倒闭。”对于为什么要举报的疑问，倪张根回应，面对上游原材料价格的剧烈上涨，公司聘请了独立第三方进行了几个月的调查，也曾向相关部门反映情况，好后不得已选择了实名举报。“也有不少朋友劝我不要做这个事，毕竟我们公司有这么大，抗风险能力也比较强，但遇到这种事，总得有人出头!”倪张根说。

　　“这几家企业多次通过召开行业协会、电话会议等形式，在价格上进行协同，同时调整TDI价格，开会的时间和涨价的时间一致，涨价的时间和幅度也是高度一致。”倪张根介绍，他聘请的独立第三方通过调查已掌握了这几个厂家协同涨价的证据。

　　让倪张根和广大下游企业愤怒，也能侧面说明涨价有“协同”的一个事实是，TDI价格的境内外倒挂。“去年10月份，TDI价格从每吨1.8万跳到2.8万，再跳到4万，好高涨到5万，还拿不到货。但国际市场上相对稳定，一直维持在3000美元/吨左右。”倪张根介绍，就在国内价格暴涨的同期，有厂家还在向海外出口，且出口价格远远低于其国内的销售价格。

　　TDI价格倒挂而且价差悬殊的不正常现象长期存在。据生意社援引海关数据，今年9月，我国TDI的进口量为6358.6吨，平均单价3830.41美元/吨，当月出口量为8099.5吨，平均单价为2791.8美元/吨，进出口价格吨差超过1000美元。另据查询，整个9月份，TDI的国内报价一直维持在3.95万元/吨，换算成美元约5949美元/吨，这个价格是出口价的两倍有余。

　　倪张根说，公司的举报已引起国家发改委高度关注，由国家发改委价格监督检查与反垄断局专案研究，河北、山东、福建、甘肃等省的价格监督主管部门协助介入调查。

Dream Lily TDI manufacturers reported price monopoly, "intolerable"

After major anti-monopoly penalties imposed by the NDRC on the major PVC production enterprises, the TDI industry, which has risen more than the PVC price, broke out between the upstream and downstream enterprises. November 9, appeared on the Internet "business name reporting TDI manufacturers alleged price monopoly" information. Shanghai Securities News reporter found Ni Zhanggen, chairman of the corporate reporting lily dream, Ni responded that the report is true, the report is to save the entire industry in distress, the letter behind the hired lawyers and other independent third-party evidence. The reporter also contacted 4 of the 2 enterprises that were reported, but the other party was not willing to respond to this.

TDI product name is toluene diisocyanate, mainly used for soft foam, paint, elastomer and adhesive. Its upstream suppliers are large-scale petrochemical enterprises and basic chemical enterprises. Downstream customers are mainly polyurethane soft foam, Coatings, adhesives, elastomers production enterprises. One of the most widely used soft polyurethane foam market, accounting for more than 70% of TDI total consumption, mainly used in home, construction and transportation. TDI's high production investment costs, technical difficulties, with high capital and technical barriers. At present, there are only 4 domestic enterprises producing, namely, Cangzhou Dahua, Southeast Electro-Chemical, Gansu Yinuang and Yantai Julei. The four companies together account for nearly 60% of the domestic market share. Other international giants such as BASF and Covestro supply.

The paradoxical focus is the surge in TDI prices. According to press inquiries, November 9, TDI's mainstream market price of 3.75 yuan / ton, compared with 41,000 yuan / ton at the end of October nearly 10% decline, while in July of this year, TDI's price is still 2.3 million / Ton, 4 months the price has risen about 60%. Further tracking, until June 2016, the price of TDI has long been maintained at 12,500 yuan / ton, prices have tripled in a year and a half. In October last year, the price of TDI jumped from 18,000 yuan / ton to 50,000 yuan / ton in the short term and dropped back to 25,000 yuan / ton.

"I am really intolerable, the entire downstream industries are facing a crisis of survival, a large number of business failures. "For questions about why you want to report, Ni Zhanggen response, the face of the drastic rise in the prices of raw materials upstream, the company hired an independent third party for several months of investigation, but also to the relevant departments to reflect the situation, the last resort had to choose real name reporting. "There are many friends advised me not to do this thing, after all, our company has such a large, anti-risk ability is also relatively strong, but encountered such a thing, there must be someone else!"

"These companies repeatedly held the trade association, conference call and other forms of coordination in the price, while adjusting the price of TDI, meeting time and price increases in time, the time of price increases and The amplitude is also highly consistent. "Ni Zhanggen introduction, he hired an independent third party through investigation has mastered the evidence of these manufacturers synergies.

Let Ni Zhanggen and the majority of downstream business anger, but also to the side that prices have a "synergy" is the fact that TDI prices of domestic and foreign upside down. "Last October, the price of TDI jumped from 18,000 to 28,000 tons, jumping to 40,000, and the maximum went up to 50,000, but it still can not get goods. However, the international market is relatively stable, has been maintained at 3,000 US dollars / ton. "Ni Zhanggen introduced that in the same period as domestic prices soared, some factories were still exporting to overseas and export prices were far below their domestic sales prices.

TDI prices upside down and the disparity between spreads abnormal phenomenon persists. According to the business agency quoted the customs data, in September this year, China's import volume of TDI 6358.6 tons, the average unit price of 3830.41 US dollars / ton, the month export volume of 8099.5 tons, the average unit price of 2791.8 US dollars / ton, import and export price difference of more than 1000 US dollars . According to the inquiry, throughout September, domestic quotation of TDI has been maintained at 39,500 yuan / ton, converted into US dollars about 5,949 US dollars / ton, the price is more than twice the export price. Ni Zhangang said that the company's report has caused great concern to the National Development and Reform Commission. The NDRC's price supervision and inspection and antitrust bureau's special case study and the price supervision authorities in Hebei, Shandong, Fujian and Gansu provinces have helped to intervene in the investigation.