丙烯腈、己内酰胺价格反弹，制冷剂、硅材料等维持高位 | 投研报告

Core Viewpoints - The demand for high-performance fibers and lightweight materials is increasing due to the rise of the robotics and low-altitude economy industries [1][3] - The commercialization of the low-altitude economy is expected to significantly boost the demand for lightweight and high-performance materials [3] Industry and Product Tracking - Prices for silicon materials and refrigerants remain high, while prices for acrylonitrile and caprolactam have rebounded. The current spot price for polysilicon is 53,190 RMB/ton, up 0.2% from last week. The average market price for acrylonitrile is 8,200 RMB/ton, up 1.86%, and for caprolactam is 8,950 RMB/ton, up 3.77% [2] - Prices for polyvinylidene fluoride, lithium iron phosphate, lithium difluoro(oxalato)borate, BDO, and PA66 have declined. The average market price for polyvinylidene fluoride is 55,000 RMB/ton, down 8.33% from last week [2] Recommendations - Companies to watch in the silicon materials, refrigerants, and biomass energy sectors include Xingfa Group, Zhuoyue New Energy, and companies related to refrigerants [4] - In the low-altitude economy and robotics industry chain, companies such as Tongyizhong and those related to carbon fiber are recommended for attention due to the expected increase in demand for new and lightweight materials [4]