塑料及制品：PEEK材料空间广阔，国内企业积极布局

Investment Rating - The industry investment rating is "Leading the Market (First Time)" [2][7]. Core Viewpoints - PEEK (Polyether Ether Ketone) is a high-performance engineering plastic with excellent mechanical properties, heat resistance, wear resistance, corrosion resistance, flame retardancy, biocompatibility, insulation properties, and ease of processing. It is widely used in various fields such as electronics, machinery, transportation, medical devices, and aerospace [2]. - The global demand for PEEK is expected to grow at a compound annual growth rate (CAGR) of 9.0%, reaching an estimated 7,560 tons by 2022. The global PEEK market size was valued at $721 million in 2019 and is projected to reach$1.226 billion by 2027, with a CAGR of 6.8% [2]. - China has become the largest PEEK consumer market after Europe and the United States, with a CAGR of 42.84% from 2012 to 2021, and is expected to reach 5,079 tons by 2027 [2][4]. Summary by Sections PEEK Material Overview - PEEK is a thermoplastic high-performance special engineering plastic developed by Imperial Chemical Industries (ICI) in 1978, known for its superior properties and wide applications [2]. - The global PEEK consumption increased from 3,590 tons in 2012 to 5,835 tons in 2019, with an average annual growth rate of 7.19% [2]. Market Demand and Growth - The global PEEK market demand is projected to grow from 5,835 tons in 2019 to 7,560 tons by 2022, with a CAGR of 9.0% [2]. - The consumption of PEEK in China rose from 80 tons in 2012 to 1,980 tons in 2021, with a CAGR of 42.84% [2]. Competitive Landscape - The global PEEK production landscape is characterized by a few dominant players, with the largest producer being Victrex, followed by Solvay and Evonik. Domestic manufacturers in China include Zhongyan Co., Jida Te Plastic, and others [2][4]. - The production capacity of PEEK in China is expected to increase significantly, with several companies planning to expand their production capabilities [2]. Raw Material Supply - DFBP (Difluorobenzophenone) is a key raw material for PEEK production, with global consumption expected to grow from 5,105 tons in 2019 to 11,709 tons by 2028, at a CAGR of 10.69% [4]. - The domestic consumption of DFBP in China increased from 1,037 tons in 2019 to 1,911 tons in 2023, with a CAGR of 16.52% [4]. Investment Recommendations - The report suggests focusing on PEEK companies such as Zhongyan Co. (688716.SH) and Water Co. (002886.SZ), as well as upstream DFBP companies like Xinhan New Materials (301076.SH) and Zhongxin Fluorine Materials (002915.SZ) [4].