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【风口研报】凭借轻量化材料布局+头部客户优势,公司积极开辟人形机器人、液冷、半导体等新赛道,业绩加速扭亏且极具成长潜力
财联社· 2025-09-25 11:07
Group 1 - The article highlights the company's strategic expansion into new sectors such as humanoid robots, liquid cooling, and semiconductors, leveraging lightweight materials and strong client relationships to accelerate performance recovery and growth potential [1] - The U.S. antimony industry has secured a contract with the Department of Defense for 4,600 tons of antimony metal, emphasizing the strategic value of antimony, while China's exports showed signs of recovery in August, indicating potential benefits for related companies as price levels are expected to rise [1]
头豹词条报告系列:中国金属锑行业市场规模测算逻辑模型
Tou Bao Yan Jiu Yuan· 2025-05-09 12:33
Investment Rating - The report does not explicitly state an investment rating for the metal antimony industry Core Insights - The demand for metal antimony in China is projected to increase from 7.95 million tons in 2021 to 9.37 million tons in 2023, with a slight decline expected thereafter [10] - The demand for antimony in flame retardants is expected to stabilize around 4.0 million tons from 2024 to 2030 [11] - The demand for antimony in photovoltaic glass is anticipated to grow significantly, reaching 2.02 million tons in 2023 and 3 million tons by 2030 [12][67] - The demand for antimony in lead-acid batteries is expected to decline sharply, from 1.97 million tons in 2021 to 0.24 million tons by 2027 [13][100] - The overall demand for antimony in various sectors, including chemical products and other applications, shows a mixed trend with some growth and some decline [103][107] Summary by Sections Antimony Demand in China - The total demand for metal antimony in China is calculated as the sum of various sectors, including flame retardants, photovoltaic glass, lead-acid batteries, and chemical products [10] Flame Retardants - The production of flame retardants in China is projected to increase from 117.14 million tons in 2021 to 150.04 million tons by 2030 [16] - The proportion of brominated flame retardants is expected to decrease from 16.8% in 2021 to 12.5% by 2030 [20] Photovoltaic Industry - The estimated new installed capacity for photovoltaics in China is expected to rise significantly, reaching 216.88 GW in 2023 and 297.05 GW by 2030 [34] - The market share of single-sided photovoltaic modules is projected to decline from 62.6% in 2021 to 0% by 2030, while double-sided modules will increase from 37.4% to 100% [39][49] Lead-Acid Batteries - The production of lead-acid batteries in China is expected to grow from 2.52 billion kWh in 2021 to 3.24 billion kWh by 2030 [72] - The antimony content in lead-acid batteries is projected to decrease significantly, with the proportion of antimony-containing batteries dropping from 75% in 2021 to 0% by 2030 [90] Chemical Products - The demand for antimony in chemical products, specifically as a polyester catalyst, is expected to remain stable around 0.87 million tons from 2023 to 2030 [103] - Other sectors are expected to see a gradual increase in antimony demand, reaching 0.56 million tons by 2030 [107]