1、 新材料周观察:PSPI 材料性能优异,国产替代空间广阔 .................................................................................................... 3
2、 本周新材料股票行情:35.20%个股周度上涨 ........................................................................................................................ 7
2.1、 重点标的跟踪:继续看好黑猫股份、东材科技、瑞联新材等 .................................................................................. 7
2.2、 公司公告统计:宏昌电子与比亚迪子公司签订环氧树脂采购协议 .......................................................................... 8
2.3、 股票涨跌排行:广信材料、容大感光等领涨 .............................................................................................................. 8
3、 本周板块行情:新材料指数跑输创业板指 1.42% ................................................................................................................. 9
4、 产业链数据跟踪:本周 DRAM 价格上涨............................................................................................................................. 11
5、 风险提示 .................................................................................................................................................................................. 13
图 1: PI 具备优异的玻璃化温度以及耐高温性能 ....................................................................................................................... 3
图 2: PSPI 图案加工工艺相较 PI 更加简单 ................................................................................................................................. 3
图 3: 酯型 PSPI 酯型 PSPI 的制备步骤复杂................................................................................................................................ 4
图 4: 离子型 PSPI 合成关键是引入光敏叔胺.............................................................................................................................. 4
图 5: PSPI 是电子和微电子领域的理想绝缘材料 ....................................................................................................................... 5
图 6: 预计 2022-2029 年,全球 PSPI 市场规模 CAGR 或为 28.27% ........................................................................................ 6
图 7: 预计 2020-2027 年,国内 PSPI 市场规模 CAGR 或为 19.62% ........................................................................................ 6
图 8: 本周新材料指数跑输创业板指 1.42% .............................................................................................................................. 10
图 9: 本周半导体材料指数跑输创业板指 3.11% ...................................................................................................................... 10
图 10: 本周 OLED 材料指数跑输创业板指 1.9% ...................................................................................................................... 10
图 11: 本周液晶显示指数跑输创业板指 1.31% ........................................................................................................................ 10
图 12: 本周尾气治理指数跑输创业板指 0.07% ........................................................................................................................ 10
图 13: 本周添加剂指数跑赢创业板指 0.78% ............................................................................................................................ 10
图 14: 本周碳纤维指数跑输创业板指 1.2% .............................................................................................................................. 11
图 15: 本周膜材料指数跑输创业板指 0.31% ............................................................................................................................ 11
图 16: 本周 EVA 价格下跌 5.71% .............................................................................................................................................. 11
图 17: 本周费城半导体指数下跌 3.20% .................................................................................................................................... 11
图 18: 本周 DRAM 价格上涨 3.02% .......................................................................................................................................... 11
图 19: 本周 NAND 价格较上周持平 .......................................................................................................................................... 11
图 20: 7 月 IC 封测台股营收同比增速为-17.28% ..................................................................................................................... 12
图 21: 7 月 PCB 制造台股营收同比增速为-21.43% ................................................................................................................. 12
图 22: 7 月 MLCC 台股营收同比增速为-10.02% ...................................................................................................................... 12
图 23: 7 月智能手机产量同比增长 1.60% ................................................................................................................................. 12
图 24: 7 月光学台股营收同比增速负向缩小至-5.00% ............................................................................................................. 12
图 25: 8 月诚美材营收成长率为 58.20% ................................................................................................................................... 12
图 26: 8 月 32 寸液晶面板价格上涨至 39 美元/片 ................................................................................................................... 13
图 27: 7 月液晶电视面板出货量同比增长 9% .......................................................................................................................... 13