溴素、生物航煤、制冷剂价格上涨，多晶硅等价格回落

Core Viewpoints - Recent price performance of refrigerants and biomass energy products is strong, suggesting investment opportunities in companies like Zhuoyue New Energy and refrigerant-related firms [4] - The low-altitude economy and robotics industry are moving towards commercialization, increasing demand for new materials and lightweight materials such as carbon fiber and ultra-high molecular weight polyethylene [4] Price Trends - Biobased aviation fuel (SAF) in Europe reached a high-end price of $2070 per ton, up 2.48% from last week [1][2] - Bromine in Shandong is priced at 28000 yuan per ton, an increase of 4.48% from last week [1][2] - Refrigerant R32 averages 56500 yuan per ton, up 2.73% from last week; R22 averages 35500 yuan per ton, up 1.43%; R134a averages 50500 yuan per ton, up 1% [1][2] - Year-to-date, refrigerant prices have shown strong performance, significantly enhancing the profitability of related companies [1][2] Price Declines - Sodium battery hard carbon anode material is priced at 60000 yuan per ton, down 14.29% from last week [2] - The benchmark price of polysilicon is 49560 yuan per ton, down 6.82% from last week [2] - BDO averages 7950 yuan per ton, down 3.64% from last week; other materials like phosphoric acid, caprolactam, vitamin E, and PA66 have also seen varying declines [2] Industry Focus - High-performance fibers and lightweight materials are gaining attention due to the robotics and low-altitude economy sectors [3] - Ultra-high molecular weight polyethylene fiber (UHMWPE) is recognized as a third-generation high-performance fiber with applications in military protection, maritime, aerospace, and aquaculture [3]