Tai Ping Yang·2025-06-15 13:31Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The prices of sustainable aviation fuel (SAF) and biodiesel have increased, while refrigerant prices remain high [3][5][30] - The demand for lightweight and high-performance materials is expected to rise due to advancements in the low-altitude economy and robotics [5][26] - The electronic chemicals sector is experiencing growth driven by technological breakthroughs and material import substitution [13][16] Summary by Sections 1. Subsector Tracking - Biodiesel and SAF prices have continued to rise, with SAF priced at $1955 per ton (up 3% week-on-week) and biodiesel at 8033 RMB per ton (up 1.36% week-on-week) [3][10][49] - Refrigerant prices are stable, with R22 at 36000 RMB per ton and R32 at 51500 RMB per ton [4][11] - High-performance fibers and lightweight materials are gaining attention, particularly in the context of robotics and the low-altitude economy [4][26] 2. Key Products and Price Trends - The report tracks various chemical new materials, noting price changes for products like PEEK, UHMWPE, and carbon fiber [10][11][26] - Carbon fiber prices have stabilized after a decline, with potential demand growth linked to new technologies [26][28] 3. Electronic Chemicals - The electronic chemicals sector is characterized by a high degree of specialization and technical barriers, with a focus on materials for semiconductor manufacturing [16][19] - The domestic semiconductor materials market is expected to grow faster than the global market, with a projected CAGR of 10% from 2023 to 2024 [19][22] 4. Renewable and Modified Plastics - The demand for renewable plastics is increasing, with a notable rise in the recycling rate of plastics from 4.8% in 2018 to 10% in 2021 [51] - Special engineering plastics are seeing growing demand in automotive and aerospace applications [51] 5. Market Performance - The basic chemical industry index increased by 0.20% during the week of June 9-15, while the overall market showed mixed performance [61][64] - The report highlights the strong performance of the petrochemical sector, which rose by 3.31% [61][64]