New materials weekly industry weekly: Pan new energy drives the growth of demand for new materials

New chemical materials

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.

New metal materials

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.

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