New chemical materials
Tracking data
The price of carbon fiber remained at a high level, and the price of PA6 chip was supported by cost
Industry dynamics
Successful start-up of 100000 t / a EVA unit of Zhongke refining and Chemical Co., Ltd
The Central Research Institute of Sinochem was established with 21 professional research centers
175 countries have passed a resolution to end plastic pollution
Company dynamics
Longxing Chemical Stock Co.Ltd(002442) : establish a wholly-owned subsidiary to implement the carbon based new material circular economy industry project
China Petroleum & Chemical Corporation(600028) : it is proposed to sell 50% equity of Shanghai Secco and introduce strategic investors
Akoma: 10.4 billion acquisition of Ashland high performance adhesive business
BASF: a new alkylethanolamine plant is planned to be started after 2024
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 and fell
Industry dynamics
Nine departments: implement “science and technology aid youth” to build a world-class Salt Lake Industrial Base
Ministry of industry and information technology: rare earth office interviewed key enterprises on the price of rare earth products
Important breakthroughs have been made in the development of the next generation thermoelectric refrigeration module based on magnesium based new materials
Company dynamics
Sichuan Yahua Industrial Group Co.Ltd(002497) : subscription of pre IPO equity of Australian aby company and signing of investment and share subscription agreement and off take and sale agreement
Jinyuan Ep Co.Ltd(000546) : the subsidiary signed the cooperation agreement on expanded test of 8000cuo Salt Lake mine project
Lynas rareearths: low grade ore body found in the deep part of Verde mountain rare earth mine
Anhui Zhongyuan New Materials Co.Ltd(603527) : fixed increase fund-raising of no more than 750 million yuan, investment in 50000 T / a battery foil and other projects
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.
