化工行业新材料周报:本周再生PET片材、磷酸铁锂价格上涨;我国首部能源法明确推进氢能开发利用
Huachuang Securities·2024-11-13 07:22

Investment Rating - The report maintains a recommendation for the chemical industry, specifically focusing on new materials [1] Core Viewpoints - The report highlights significant price increases for recycled PET sheets (+2.61%), lithium iron phosphate (+1.06%), and valine (+0.79%) during the week, while epoxy resin, oxygen, and nitrogen saw declines [9] - The average price of recycled PET sheets in Asia is reported at $890 per ton, reflecting a 1.14% increase week-on-week [9] - The price of lithium iron phosphate is noted at 33,500 yuan per ton, with a week-on-week increase of 1.06% [9] - Valine prices in China are reported at 12.70 yuan per kilogram, with a slight increase of 0.79% [9] Summary by Sections Industry Tracking - Lithium Iron Phosphate - The report indicates a recovery in the supply of lithium iron phosphate, with major manufacturers increasing production to meet rising demand from the automotive sector [9] Industry Tracking - Recycled Materials - The report discusses the stable supply of recycled PET sheets, with no significant changes in the price gap between recycled and virgin materials [9] Industry Tracking - Synthetic Biology - A joint investment of 35 million euros (approximately 38.6 million USD) by L'Oréal and Evonik in a French synthetic biology company is highlighted, aiming to innovate products for healthcare and cosmetics [2] Industry Tracking - Photovoltaic Materials - The report notes a slight increase in EVA prices, reflecting ongoing demand in the photovoltaic sector [2] Industry Tracking - Hydrogen Energy - The introduction of China's first energy law emphasizes the promotion of hydrogen energy development, indicating a strategic shift in energy policy [1][2]