化工新材料行业周报：制冷剂价格延续强势，饲料添加剂价格上涨

Investment Rating - The report maintains a positive outlook on the industry [2] Core Insights - The refrigerant prices continue to rise, driven by increased production from downstream air conditioning manufacturers and strong cost support from raw materials like fluorite and hydrofluoric acid [2][7] - The prices of feed additives are also increasing due to tight market conditions and low inventory levels among manufacturers [2][30] - Lithium battery materials are experiencing price increases, influenced by rising production costs and improved demand from the electric vehicle sector [2][34] Summary by Sections 1. Key Chemical Products Tracking - Refrigerant prices have seen significant increases, with R32 rising by 4.00%, R410a by 2.94%, and R22 by 2.27% during the week of March 16-22 [5][11] - The price of R22 is now 22,500 CNY per ton, while R125 is at 44,000 CNY per ton, reflecting a 500 CNY increase from the previous week [11] 2. Fluorochemical New Materials - The prices of fluorite and hydrofluoric acid remain stable, with fluorite priced at 3,300 CNY per ton and hydrofluoric acid at 9,575 CNY per ton [7][10] - The production of fluorite has slightly increased, while inventory levels have decreased, indicating a tightening market [7] 3. Lithium Battery Materials - The price of battery-grade lithium carbonate has risen to 112,700 CNY per ton, marking a 0.4% increase from the previous week [34] - The price of hexafluorophosphate lithium has also increased to 71,000 CNY per ton, up by 1.43% [34] - The demand for lithium battery materials is bolstered by the recovery in the electric vehicle market, with significant increases in production and orders from leading manufacturers [30][34] 4. Feed Additives - The average market price for threonine is now 10.28 CNY per kilogram, up by 0.25 CNY, and lysine is at 10.47 CNY per kilogram, up by 0.54 CNY [2][30] - The market is experiencing tight supply conditions due to production halts at some manufacturers, leading to price increases [2][30] 5. Photovoltaic/Wind Power Materials - The demand for EVA materials remains stable, with prices showing slight increases due to limited supply and steady demand [15][19] - The cumulative installed capacity for photovoltaic and wind power in China has seen significant growth, indicating a robust market environment [16][19]