化工新材料周报：生物航煤、制冷剂、多晶硅价格上涨，炭黑、维E等价格下滑-20250706

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The prices of bio-jet fuel (SAF), refrigerants, and polysilicon have increased, while prices for carbon black, vitamin E, and others have declined [1][5][12] - The demand for lightweight and high-performance materials is expected to rise due to advancements in robotics and the low-altitude economy [5][24] - The biofuel sector, particularly bio-jet fuel and biodiesel, is gaining attention as renewable green energy sources [5][43] Summary by Sections 1. Key Sub-industry and Product Tracking - Bio-jet fuel (SAF) price reached $2240 per ton, up 0.45% week-on-week and 20.82% year-to-date; biodiesel price stable at 8100 CNY per ton, up 8% year-to-date; polysilicon price at 36420 CNY per ton, up 8.17% week-on-week [3][9][45] - Refrigerant prices remain high, with R32 at 53000 CNY per ton (up 0.95%) and R134a at 49500 CNY per ton (up 1.02%); significant profit improvement compared to last year [4][10] - Prices for carbon black, fluorite, caprolactam, and vitamin E have decreased, with carbon black at 6720 CNY per ton (down 2.34%) [4][10] 2. Electronic Chemicals - The electronic chemicals sector is characterized by a wide variety of specialized products, high technical barriers, and rapid technological advancements [12][20] - The semiconductor materials market is projected to grow, with a forecasted revenue of $67.5 billion by 2024, driven by demand from 5G, AI, and consumer electronics [17][20] 3. New Quality Productivity - Carbon fiber and ultra-high molecular weight polyethylene (UHMWPE) are highlighted as key materials benefiting from the low-altitude economy and robotics [24][28] - PEEK material is increasingly used in humanoid robots, with demand growing significantly [29] 4. Lithium Battery/Storage Materials - Conductive agents like carbon black and carbon nanotubes are essential for lithium battery materials, with current market prices showing a downward trend [32][34] - Sodium-ion battery materials are gaining traction due to their cost advantages and resource availability [35] 5. Renewable and Modified Plastics - The market for recycled plastics is expanding, driven by environmental concerns and increasing recycling rates [46] - Special engineering plastics are in demand across various industries, including automotive and aerospace [46] 6. Coatings, Inks, and Pigments - The demand for new functional coating materials is rising due to growth in the automotive and consumer electronics sectors [54][56] 7. Market Performance - The chemical industry showed mixed performance, with the basic chemical index up 0.36% week-on-week, while the overall market remains generally stable [57][58]