EBSCN·2025-05-20 03:14Investment Rating - The report maintains an "Overweight" rating for the basic chemical industry [6] Core Insights - The low-altitude economy is a strategic emerging industry with significant growth potential, projected to reach a market size of 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035 in China [24][25] - The humanoid robot market is expected to grow rapidly, with a projected CAGR of over 56% from 2024 to 2030, reaching a market size of 15 billion USD by 2030 [29] - MXD6, a high-performance engineering plastic, is gaining traction in lightweight applications and barrier packaging materials, with a market size of approximately 410 million USD in 2024 [41] Summary by Sections 1. Industry Overview - The low-altitude economy encompasses various sectors, including aircraft manufacturing, low-altitude flight infrastructure, and flight service guarantees, with a broad application in industrial, agricultural, and service sectors [24] - The humanoid robot market is a new and expansive blue ocean market, with significant growth expected due to policy support and industrial development [29] 2. MXD6 Characteristics and Applications - MXD6 exhibits high strength, rigidity, heat resistance, wear resistance, and excellent barrier properties, making it suitable for automotive and drone lightweight applications as well as barrier packaging [2][34] - Compared to common nylon types, MXD6 combines the processability of aliphatic nylon with the high barrier and rigidity of aromatic structures [34] 3. Market Potential and Growth - The global MXD6 market is projected to grow from 410 million USD in 2024 to 760 million USD by 2033, with a CAGR of approximately 7.1% [41] - The automotive sector's MXD6 market is expected to increase from 132 million USD in 2023 to 225 million USD by 2033 [41] 4. Domestic Industry Developments - Domestic companies are gradually breaking the technological monopoly of overseas firms, with significant projects underway by companies like Qicai Chemical and Sinochem International [39][40] - Qicai Chemical has initiated a 5000-ton/year MXD6 project, while Sinochem International has developed stable MXD6 polymerization processes [39] 5. Investment Recommendations - The report suggests focusing on upstream oil and gas sectors, undervalued chemical leaders, and new materials such as semiconductor materials, OLED supply chains, and lithium battery materials [5]