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生物航煤、制冷剂价格上涨,普鲁士蓝材料等价格回落 | 投研报告
Zhong Guo Neng Yuan Wang·2025-08-25 01:30

Group 1 - The prices of bio-jet fuel and refrigerants have increased significantly, with bio-jet fuel (SAF) in Europe reaching $2270 per ton, up 7.08% from the previous week [1][2] - The price of polysilicon benchmark products has also risen to 52210 yuan per ton, reflecting a 4.90% increase [1][2] - Refrigerant R32's average market price is now 58500 yuan per ton, up 1.74%, while EVA's average market price is 10590 yuan per ton, up 1% [1][2] Group 2 - Prices for certain materials such as sodium battery Prussian blue, organic silicon, and PA66 have declined, with sodium battery Prussian blue dropping to 32000 yuan per ton, down 5.88% [2] - Organic silicon rubber's average market price is 12300 yuan per ton, down 1.60%, and caprolactam's average market price is 8750 yuan per ton, down 0.85% [2] Group 3 - The demand for lightweight and high-performance materials is expected to increase due to the commercialization of the low-altitude economy and the rise of robotics [3] - Ultra-high molecular weight polyethylene fiber (UHMWPE) is highlighted as a third-generation high-performance fiber with applications in various fields [3] Group 4 - The report suggests focusing on companies with existing production capacities for biofuels and refrigerants, as well as those involved in lightweight materials related to the robotics and low-altitude economy sectors [4]