标普全球：全球特化品市场保持增长态势

Core Insights - The global specialty chemicals market is expected to recover starting in 2024, with this recovery continuing into 2025, and an overall compound annual growth rate (CAGR) of 3% projected from 2026 to 2030, aligning with global economic trends [1] - The growth forecast reflects improving consumer demand and market stability, indicating a positive outlook and strong resilience in the global specialty chemicals market [1] - Differentiated growth rates are observed across various sub-sectors, highlighting the dynamic nature of the market [1] Sub-sector Analysis - The market for specialty chemicals used in new energy materials is anticipated to see significant growth over the next five years, driven by the global transition to low-carbon technologies and increased investment in sustainable technologies [1] - Electronic chemicals are projected to be the growth leader among specialty chemicals, with a CAGR of 7% from 2026 to 2030, particularly in semiconductor and integrated circuit manufacturing applications [1] - Technological advancements in display materials, printed circuit boards, and packaging chemicals are expected to further boost the growth of the electronic chemicals market [1] - The demand for electronic products such as smartphones, tablets, and wearable devices, along with rapid developments in IoT, AI, and 5G technologies, are key drivers of this trend [1] - The only sub-sector expected to experience a decline in demand over the next five years is exhaust catalysts [1] Regional Insights - China is projected to remain the largest consumer of specialty chemicals globally, with consumption expected to account for approximately one-third of the global total by 2030 [2] - Emerging regions such as South Asia, the Middle East, and Southeast Asia are becoming significant growth engines for the global specialty chemicals market, influencing the overall growth trajectory and complementing the Chinese market [2] - Mature markets like North America and Europe are expected to see a slowdown in growth due to demand saturation and economic downturn pressures [2]