EBSCN·2025-05-20 05:45Investment Rating - The report maintains an "Overweight" rating for the basic chemical industry [6] Core Viewpoints - 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 market size of approximately 1.017 billion USD in 2024, reaching 15 billion USD by 2030, reflecting a CAGR of over 56% from 2024 to 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, expected to grow to 760 million USD by 2033, corresponding to a CAGR of about 7.1% [41] Summary by Sections Low-altitude Economy - 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] - Recent policies have been introduced to support the development of the low-altitude economy, with multiple provinces launching action plans to promote high-quality development [25][26] MXD6 Overview - MXD6 is characterized by 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 materials [30][34] - The current MXD6 market is dominated by overseas manufacturers, but domestic companies like Qicai Chemical and Sinochem International are breaking through technical barriers and increasing production capacity [39][40] Market Potential - The MXD6 market is projected to grow significantly, with a forecasted production volume of 30,000 to 40,000 tons in 2024, and the automotive sector's market size expected to increase from 132 million USD in 2023 to 225 million USD by 2033 [41]