电子化学品关注度提升，欧盟加征新能源车关税

Investment Rating - The report maintains a positive outlook on the chemical new materials industry [1] Core Insights - The report highlights the increasing attention on electronic chemicals, particularly following Apple's WWDC24 event, which introduced AI initiatives in collaboration with ChatGPT [1][2] - The EU has imposed tariffs on electric vehicles imported from China, affecting the competitive landscape for domestic manufacturers [1][2] - The report notes a significant year-on-year increase in new energy vehicle sales in China, with May 2024 figures reaching 955,000 units, up 33.30% from the previous year [1][24] Summary by Sections 1. Key Chemical Product Price Tracking - Prices for key chemical products such as butadiene (+9.46%) and WTI (+4.06%) have seen notable increases [5] - The report indicates stable pricing for electronic chemicals, with no significant fluctuations observed [41] 2. Fluorinated Chemical New Materials - The price of fluorite remains stable, while the price of refrigerant R22 has increased by 500 yuan/ton to 30,000 yuan/ton [7][9] - The overall demand for refrigerants is weak, with production primarily based on immediate needs [7] 3. Lithium Battery Chemical New Materials - The report emphasizes the competitive advantage of leading new energy vehicle manufacturers despite the EU tariffs [1] - The lithium carbonate market has seen a price decrease, with the current price at 98,500 yuan/ton, down 2,670 yuan/ton from the previous week [26][29] 4. Electronic Chemicals - The report notes that the domestic electronic chemicals market remains stable, with prices for electronic-grade hydrogen peroxide and sulfuric acid holding steady [41][43] - The collaboration between Apple and OpenAI is expected to drive demand for electronic chemicals in the semiconductor sector [41] 5. Biodiesel - Biodiesel prices have remained stable at 7,600 yuan/ton, with a slight increase in export prices noted [38]