基础化工行业化工新材料周报：生物航煤（SAF）价格上涨，制冷剂价格维持高位

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The price of Sustainable Aviation Fuel (SAF) has increased, with the latest European FOB price at $1898 per ton, up 6.51% week-on-week and 2.37% year-to-date [3][12] - Refrigerant prices remain high, with R22 at 36000 CNY per ton, R32 at 51000 CNY per ton, and R134a at 48500 CNY per ton, all stable compared to the previous week [4][12] - The demand for high-performance fibers and lightweight materials is expected to rise due to advancements in robotics and the low-altitude economy [5][40] Summary by Sections 1. Sub-industry Tracking - SAF prices have risen significantly, reflecting strong demand and supply dynamics [3][12] - Refrigerant prices are stable but have shown significant year-on-year increases, enhancing profitability [4][12] - The market for high-performance fibers, such as carbon fiber and ultra-high molecular weight polyethylene (UHMWPE), is gaining attention due to their applications in various industries [5][40] 2. Electronic Chemicals - The electronic chemicals sector is characterized by a wide variety of specialized products, with a focus on wet electronic chemicals, photoresists, and electronic gases [14][17] - The market is experiencing a shift towards domestic production due to policy support and import substitution trends [21][24] 3. New Production Forces - Carbon fiber and UHMWPE are highlighted as key materials benefiting from the low-altitude economy and robotics industry [36][40] - PEEK materials are increasingly used in humanoid robots, with significant growth in market demand [41][40] 4. Lithium Battery/Storage Materials - Conductive agents like carbon black and carbon nanotubes are essential for lithium battery materials, with current market prices reflecting a downward trend [44][47] - Sodium-ion battery materials are gaining traction due to their cost advantages and potential applications in large-scale energy storage [47][48] 5. Renewable and Modified Plastics - The market for renewable plastics is expanding, driven by environmental concerns and increasing recycling rates [64][68] - Special engineering plastics are in demand across various sectors, including automotive and aerospace, due to their superior performance characteristics [64][68] 6. Coatings, Inks, and Pigments - The demand for new functional coating materials is rising, supported by growth in the automotive and consumer electronics sectors [71][72] 7. Market Performance - The basic chemical industry has shown resilience, with a 2.65% increase in the index, outperforming the broader market [75][81]