20240521_海通证券_基础化工行业:中国化工新材料现状及趋势_38页.pdf

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SAC S0850515040001 2024 5 21 6 1.2.3.4.5.6.PEEK 7.8.2 YWDWwPqNmPmNoQpMqNtMqRaQbP7NmOoOtRrNkPpPnQjMpNpNaQmMwPuOqQtOuOsOoR 3 1,6-1,3-(TPU)(PEEK)(PI)(PSU)(PBT)(PLA)(PTFE)(PVDF)2020 2978 2025 4297 5 7.6%2020 53%2025 60%4 2025 2025 Ah78Vj/fC83Ll/NwCyw+bZKvZxvDHl7CnYBIQwX/6MOe1X2arKEjcptE8EfYby4I 1.2.3.4.5.6.PEEK 7.8.5 EVA EVOH POE-(POE)-(EVA)-1(PB-1)(UHMWPE)-(EVOH)(COC/COP)6-.-POE-(EVA)-1.COC/COP COC/COP JSR COC/COP 7 COC/COP 47600 35000 6400 5000 2023 COC/COP 2022 10 10.5 2 3 2023 2023 5000 COC 2024 SOOC 1 SOOC SOOC SOOC 3000 SOOC 2024 1 7000/SOOC 1 PO/AE C2 C3 C4 2022 3 31 2-3 PC 12 2023 3 9 120/LDPE POE 8 1.2.3.4.5.6.PEEK 7.8.9 10 90%/PPS PBO 2021 A 2023 2023 2023 11.5 14.8%6.9 7.2%2023 47.7%2023 2023,11 2023 2023-2023 15-16 10%12-13 11%2020-2023 12 2023 230522 13 2023 1.2 2023 3.66 8740 4724 1K-48K 2.5 2023 1.6 T800 2023 4 T700 ZT9H ZT7 2023 244.93 194.64 2023 2023 2.6 2023 24.06 12.64%40.82%0.36pct 1970s 1414 2011 UHMWPE UHMWPE 2023 5D 6000D 2023 UHMWPE 5366.51 4040.95 UHMWPE 3.28 37.53%UHMWPE 20000 400D-800D UHMWPE UHMWPE 2023 9042.42 UHMWPE 1.2.3.4.5.6.PEEK 7.8.14 2022-2023 15 2023 SEMI 2023 667 8.2%415 7%252 10.1%131 0.9%2023 SEMI 2022 26.4 6.82%5.93 20.47%2025 100 2023 16 35%8 12 28nm 20%28nm(96%)(49%)(29%)(70%)(36%)(85%)(30%)(100%)(TMAH)(25%)()(BOE)CF TMAH ITO BOE(70%)OLED BOE N-(NMP)(99.5%)(49%)(70%)(96%)(36%)(30%)17 2023 40%8 12 1-2 2021-2022 2021-2022 2023 wind 18 2023 32.09 LDS SK 2023 6.9 LED KrF 2023 5.54 KrF 2023 7.12 7.51%2023 7.43 2023 4.99 G4/G5 8-12 8-12 2.2 1.2.3.4.5.6.PEEK 7.8.19 23 20 23 2019 354 2022 464 2027 769 2022-2027 10.6%23 21 80%3M 22 2017-2022 23 wind 23 2023 37.37 3.29 2023 2 2023 8.8 8.8 2 25000 20000 MLCC 2024 8 2025 1 2025 2 2023 12.53 0.95 1000 2020 12 2000 23 1624 kg 1427 kg 8 32 2023 52.89-1.68 1000 2023 24.8 22.8 2023 15.72 2.56 36000 BOPET 2024 BOPET 2 BOPET BOPET 3.8 2023 19.69 0.56 2023 OCA PET 1.2.3.4.5.6.PEEK 7.8.24 PEEK PEEK PEEK PEEK Ensinger Quadrant 25 PEEK PEEK PEEK 2012-2020 PEEK 2012 80 2021 1980 42.84%PEEK PEEK PEEK 2020 5 2022-2027 PEEK 26 2012-2021 PEEK 2025 85%2018 38%PEEK PEEK 27 2020 PEEK PEEK 7150/60%PEEK 2500/PEEK PEEK PEEK 1800/PEEK 2023 1000/PEEK 2021 PEEK 622.74 8.07%PEEK 28 2021 PEEK PEEK 2022 wind 2022 29 PEEK 2023 4.35 0.93 8000 2500 DFBP 2023 12 26 DFBP 4000 2023 13.44-1.88 5000 4,4-DFBP 2023 5 PEEK 2023 2.92 0.55 4 PEEK 2 5000L PEEK PEEK 2023 15.37 0.06 1000/PEEK 2023 5.80 0.58 2019 PEEK PEEK 2023 32.56 0.26 PEEK PEEK 1.2.3.4.5.6.PEEK 7.8.30 31 20-25%2020 A 32 MDI DOPO BPA 噁 PTFE PPE/PPO 噁 33 PTFE PPE PPO MEP BMI CE BT/CCL EP/CCL Ausiment SUBIC DIC IC 5G/wind 2023 34 2023 22.40 0.87 1 2023 2 4.2 8 500 2023 91.20 7.89 2023 5G/6G PCB 2024Q2 2023 37.37 3.29 5200 4200 1000 PPO 2024 8 1.2.3.4.5.6.PEEK 7.8.35 36 SAC S0850515040001 0755-82764281 Email SAC S0850517110003 021-23185611 Email SAC S0850522080002 021-23185642 Email SAC S0850518030001 021-23185389 Email SAC S0850519110003 021-23185842 Email 37 1.6 6 2.A 500 10%-10%10%-10%6 10%-10%10%-10%38
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