【基础化工】机器人及低空经济高速发展，化工新材料需求有望持续增长——行业周报（0224-0302）（赵乃迪/周家诺/胡星月）

Core Viewpoint - The low-altitude economy is a strategic emerging industry, and the industrialization of humanoid robots is expected to accelerate, driving the demand for new chemical materials [2] Group 1: Low-altitude Economy - The year 2024 is referred to as the "Year of Low-altitude Economy," with 449 general airports and 32 flight service stations established and registered, along with over 440 drone routes [2] - According to the Civil Aviation Administration of China, the market size of the low-altitude economy is projected to reach 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035 [2] Group 2: Humanoid Robots - The humanoid robot market is a new and vast blue ocean market, with GGI estimating a market size of approximately 1.017 billion USD in 2024, expected to grow to 15 billion USD by 2030, with a CAGR exceeding 56% from 2024 to 2030 [2] - Global sales of humanoid robots are anticipated to increase from 11,900 units to 605,700 units during the same period [2] Group 3: Advanced Materials - Carbon fiber is a new generation of enhanced fiber with excellent mechanical properties and can be used in high-tech fields such as aerospace and military [3] - PEEK is a thermoplastic material with high rigidity and toughness, suitable for various special components, including robotic arms and joints [4] - Engineering plastics are high-performance materials widely used in industrial parts and components of drones, enhancing structural design flexibility and reducing weight [5] - Ultra-high molecular weight polyethylene is expected to play a role in humanoid robots, providing necessary strength and durability [6] - Polyolefin foam materials are anticipated to be used in humanoid robots' electronic skin due to their high resilience and insulation properties [8] Group 4: Market Performance - Over the past five trading days, most sectors in the Shanghai and Shenzhen markets showed a downward trend, with the Shanghai Composite Index down by 1.72% and the Shenzhen Component Index down by 3.46% [9] - The basic chemical sector's performance was relatively stable, with a decline of 0.3%, ranking 12th among all sectors [9]