目录
1.引言 ................................................................................................................................................................................... 8
2.碳纤维 ............................................................................................................................................................................... 8
2.1 碳纤维产业链 ......................................................................................................................................................... 8
2.2 国内外碳纤维市场状况 ......................................................................................................................................... 10
2.3 全球碳纤维专利概况 ............................................................................................................................................. 14
2.4 估值 ........................................................................................................................................................................ 16
2.5 投资建议 ................................................................................................................................................................ 16
3.OLED 材料 ........................................................................................................................................................................ 17
3.1 OLED 产业链............................................................................................................................................................ 17
3.2 OLED 产业链分拆及全球市场 ................................................................................................................................ 18
3.3 估值 ........................................................................................................................................................................ 25
3.4 投资建议 ................................................................................................................................................................ 25
4.锂电池材料 ..................................................................................................................................................................... 26
4.1 锂电池产业链 ......................................................................................................................................................... 26
4.1 锂电池产业链分拆及产能统计 ............................................................................................................................. 27
4.3 估值 ......................................................................................................................................................................... 33
4.4 投资建议 ................................................................................................................................................................ 33
5.有机硅：从基础产业走向高新材料 .............................................................................................................................. 34
5.1 产业链分析 ............................................................................................................................................................. 34
5.2 估值 ......................................................................................................................................................................... 37
5.3 投资建议 ................................................................................................................................................................. 38
6、高端装备----机器人 ..................................................................................................................................................... 39
6.1 行业概况 ................................................................................................................................................................ 39
6.2 市场分析 ................................................................................................................................................................ 41
6.3 产业链分析............................................................................................................................................................. 56
