东南亚下游为聚氨酯市场提供支撑，越南家具出口目标180-190亿美元

专塑视界03-12

尽管3月东南亚无重磅聚氨酯政策，但区域下游释放积极信号：越南家具及出口渠道活跃，VIFA EXPO 2026预计约650家企业参展，木材与家具行业今年出口目标锁定180-190亿美元；马来西亚名爵S5纯电动车启动本地组装，泰国汽车研究院与长城汽车围绕ADAS和电动车全生命周期管理展开合作。这些动态对TDI、软泡聚醚及MDI需求形成实质性支撑。

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