化工新材料周报：制冷剂价格稳中有升，显影液、蚀刻液价格下滑-20250518

Investment Rating - The report suggests a positive outlook for refrigerants and materials related to the low-altitude economy and robotics industry, recommending attention to companies like Juhua Co., Ltd. and Sanmei Co., Ltd. [5] Core Insights - Refrigerant prices remain high, enhancing profitability for related companies [5] - The low-altitude economy and robotics industry in China are moving towards commercialization, potentially increasing demand for new materials and lightweight materials such as carbon fiber and ultra-high molecular weight polyethylene [5] Summary by Sections 1. Sub-industry Tracking - Refrigerants: Prices are stable and high, with R22 averaging 36,000 CNY/ton, R32 at 50,000 CNY/ton, R125 at 45,500 CNY/ton, and R134a at 48,000 CNY/ton, showing increases of 2.04%, 1.11%, 1.05%, and 0% respectively compared to last week [3][12] - Electronic Chemicals: Prices for electronic-grade ammonia water have dropped by 12.5% to 3,500 CNY/ton, while developing liquid and etching liquid prices have decreased by 3.57% and 3.13% respectively [4][12] 2. Market Performance - The basic chemical index increased by 1.38% during the week, ranking 9th among 30 major industries [68] - The basic chemical industry rose by 3.79% this month, ranking 11th among 30 major industries [71] 3. Key Company Announcements and Industry News - The report highlights the importance of technological breakthroughs and material import substitution in the electronic chemicals sector [14][17] - Companies such as Yake Technology, Lianrui New Materials, and Dinglong Co. are noted for their potential in the semiconductor materials market [24]