化工新材料周报：生物航煤、制冷剂价格稳中有涨，溴素、维生素价格走弱-20250427

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The prices of bio-jet fuel and refrigerants are stable with slight increases, while bromine and vitamin prices are declining [5][12] - The low-altitude economy and robotics industry are moving towards commercialization, which may increase demand for new materials and lightweight materials [5][32] - The semiconductor materials market is experiencing growth, with China's market growing faster than the global market [17][20] Summary by Sections 1. Sub-industry Tracking - Bio-jet fuel price is $1789 per ton, up 1.25% from last week; biodiesel price is 8267 RMB per ton, stable with a 10.23% increase since the beginning of the year [3][10] - Refrigerant prices are stable, with R32 at 48500 RMB per ton (up 1.04%) and R134a at 47000 RMB per ton (up 1.08%) [10] - Bromine price in Shandong is 22000 RMB per ton, down 38.32% from last week, while vitamin A and E prices have decreased by 9.33% and 6.09% respectively [4][10] 2. Key Company Announcements and Industry News - Companies such as China Petroleum, Hainan Airlines, and others are involved in the production of biodiesel and SAF [55] - The report highlights the importance of companies like Yake Technology and Lingrui New Materials in the semiconductor materials sector [20] 3. Key Targets - Suggested companies to watch in the refrigerant sector include Juhua Co. and Sanmei Co. [5] - In the carbon fiber industry, companies like Fushen Eagle and Jilin Carbon Valley are recommended for monitoring [34]