I. Analysis of Opportunities for China's Chemical Raw Material Exports to the US

From May 13 to 15, 2026, President Trump paid a state visit to China, just one year after he launched a new round of tariff wars during his previous term. This visit comes at a critical juncture where China-US relations are shifting from "confrontation and game-playing" to "limited cooperation", with core topics focusing on economic and trade easing, energy cooperation, and supply chain restructuring.

Analysts point out that opportunities for chemical raw material exports are not universal but concentrated in specific fields that align with the strategic demands of both China and the US. The methanol industry chain is regarded as the most certain beneficiary track. The export environment for bulk petrochemical raw materials and basic chemicals may see marginal improvement, and the import environment for high-end industries such as new materials is expected to be optimized. Fields like high-end chemical materials, electronic special materials, and new energy materials may receive development support through improved import environments, accelerated Sino-US joint research and development, and scenario applications.

II. Main Constraints and Challenges

Despite the above opportunities, we must clearly recognize multiple constraints:

• ‌Global supply chain restructuring is a foregone conclusion‌: Even if tariffs are eased, it is difficult for the low and mid-end manufacturing capacity (and its supporting chemical raw material demand) that has shifted to Southeast Asia and other regions to flow back to China on a large scale. Chemical raw material exports are closely bound to the location of downstream manufacturing industries.
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• ‌Structural restrictions of US policies‌: Trump's "America First" policy aims to promote the reshoring of manufacturing. Cooperation will not simply expand imports of Chinese manufactured goods. Technology blockades on high-end chemical products (such as special chemicals related to semiconductors) are not expected to be relaxed.
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• ‌Export structure leads to differentiated impacts‌: Research shows that among numerous chemical products, only a few types account for more than 10% of exports to the US. The US market is not the main export destination.
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• ‌Difficulty in replicating historical scale‌: The strategic mutual trust and power balance between China and the US have undergone profound changes, making it difficult to replicate the "sky-high order" in 2017.
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III. Conclusions and Prospects

In the short term (1-3 months), market sentiment will be driven by news from the talks. If a memorandum of cooperation on energy and chemicals is reached or signals of tariff easing emerge, the market will heat up in the short term. In the medium term (3-6 months), if specific measures such as expanding exports to the US and reducing tariffs on some commodities are implemented, import and export trade in relevant fields will see substantial improvement. In the long term (more than 6 months), the fundamental way out for China's chemical industry lies in enhancing technological competitiveness and global capacity layout.

In summary, Trump's visit to China has opened a limited "window of opportunity" for China's chemical raw material exports to the US. However, this cannot change the general trend of global industrial transfer and supply chain restructuring. The long-term competitiveness of China's chemical raw material exports will depend more on the industry's own technological upgrading and global layout capabilities, rather than a single diplomatic visit.

IV. Opportunities for Wuhan Biet Co., Ltd. in Exports to the US

Founded in 2010, Wuhan Biet Co., Ltd. focuses on the toluene oxidation technology path and deeply engages in core product fields such as benzoic acid and sodium benzoate. In recent years, it has laid out the US market around core products such as sodium benzoate, benzyl alcohol, and polyetheramine.

The annual production capacity of sodium benzoate is 20,000 tons. It has passed multiple international authoritative certifications, with a stable purity of over 99%, and heavy metal content far lower than the US FDA standards. The annual production capacity of benzyl alcohol is 5,000 tons, with a purity of 99.9%. Relying on advanced technology for stable production, it has entered US coating and ink production enterprises. As a key R&D high-end product, polyetheramine has seen a continuous rise in market demand with the development of the US new energy industry.