New chemical materials
Data tracking
PA66 market was weak and fell, and PMMA price rose slightly
Industry dynamics
Chinese Academy of Sciences develops a new way to produce aromatics from Syngas
Six departments issued the guiding opinions on promoting high-quality development of petrochemical and chemical industry in the 14th five year plan
Company dynamics
China Petroleum & Chemical Corporation(600028) develop the thinnest BOPP film in China
Changyuan Technology Group Ltd(600525) 000 tons of hexanediamine and 40000 tons of nylon 66 completed the intermediate delivery of the unit
Jiangsu Nata Opto-Electronic Material Co.Ltd(300346) : 1.2 million T / a ethylene and downstream high-end new material project started
Wanhua Chemical Group Co.Ltd(600309) : invest 23.1 billion yuan to build the integration project of high-performance materials in Penglai Industrial Park
Korea Xiaoxing: it plans to invest 38.5 million US dollars to build the fourth PAN based carbon fiber production line
BASF: if the natural gas supply is reduced by 50%, the world's largest chemical base will be closed
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 and lithium remained high, and the price of rare earth fluctuated and decreased
Industry dynamics
The four parties signed a strategic cooperation framework agreement to accelerate the development of rare earth industry
Chinalco Zhengyan Research Institute has reached cooperation with Romania on the technology of smelting magnesium by aluminothermic method
Company dynamics
China ENFI and Sichuan Anning Iron And Titanium Co.Ltd(002978) signed a cooperation agreement on titanium material project
Rio Tinto plans to spend US $825 million to acquire Rincon lithium project in Argentina
Jl Mag Rare-Earth Co.Ltd(300748) : it is proposed to invest 700 million yuan to build a high-performance rare earth permanent magnet material base project
Chengxin Lithium Group Co.Ltd(002240) : subscription of pre IPO equity of Australian aby company and signing of relevant agreements
Sunresin New Materials Co.Ltd Xi'An(300487) : it is proposed to jointly develop Salta Salt Lake in Argentina with pepinini
Allkem: update the guidance price & sales guidance of lithium concentrate and lithium salt in the second quarter of 2022
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.
