Data tracking
Carbon fiber has stabilized at a high level, and the demand for battery grade PVDF is strong and stable at a high level
Industry dynamics
China’s largest biodegradable material industry base will be built
Yangzi Petrochemical’s EVA products were exported for the first time
Start up of China’s first thousand ton advanced polybutene-1 production plant
Japanese emperor launched the latest lightweight, high-strength and cost-effective carbon fiber fabric
Company dynamics
Hoshine Silicon Industry Co.Ltd(603260) : it is proposed to invest 17.5 billion yuan in the construction of high-purity polysilicon project with an annual output of 200000 tons
Celanese: acquisition of DuPont transportation and materials division for us $11 billion
APH: it is proposed to invest 120 million US dollars to build the largest PBAT plant in Southeast Asia, with an annual capacity of 30000 tons
Investment advice
New chemical materials: it is suggested to pay attention to the track of new chemical materials with significant import substitution effect, large growth space and high technical barriers, and to the representative listed companies Wanhua Chemical Group Co.Ltd(600309) , Rongsheng Petro Chemical Co.Ltd(002493) , Hengli Petrochemical Co.Ltd(600346) , Weihai Guangwei Composites Co.Ltd(300699) , etc.
Data tracking
The price of energy metal cobalt lithium continued to rise, and the price of rare earth fluctuated
Industry dynamics
12 billion magnesium based dual-purpose battery production project settled in Inner Mongolia
MP materials signed a contract with the U.S. Department of defense to build heavy rare earth element processing facilities
The White House released a series of key mineral investment projects, including Buffett’s salt lake lithium extraction project
Company dynamics
Sichuan Yahua Industrial Group Co.Ltd(002497) : Australian core is expected to provide lithium concentrate to the company in the fourth quarter of this year
Tibet Summit Resources Co.Ltd(600338) : signed a framework agreement with China Power Construction International on the construction of 50000 tons of lithium carbonate salt lake lithium extraction by Argentina lithium potassium Co., Ltd
Investment advice
New metal materials: it is suggested to focus on the leading energy metal enterprises Zhejiang Huayou Cobalt Co.Ltd(603799) , Tianqi Lithium Corporation(002466) , Chengxin Lithium Group Co.Ltd(002240) , Nuode Investment Co.Ltd(600110) , which benefit from carbon neutralization and rapid growth in demand.
