What are the popular chemical products?

What are the popular chemical products?

The questions you asked happen to connect the investment logic chain of the chemical industry! The current hottest chemical products are mainly concentrated in three major fields: new energy materials, high-end chemicals, and environmentally friendly products, all of which benefit from policy driven and technological upgrades.

List of current popular chemical products

1. Core materials of lithium battery industry chain

Lithium carbonate: The demand for new energy vehicles and energy storage batteries has exploded, and prices will continue to rise in 2025, with an annual increase of over 53%.

Lithium hydroxide: a precursor for high-end battery cathode materials, with an annual increase of nearly 60%.

Electrolytes (such as lithium hexafluorophosphate): high technical barriers, growing synchronously with the demand for lithium batteries.

2. New energy and high-end materials

POE (Polyolefin Elastomer): the core material of photovoltaic film, with huge domestic substitution space, and a global demand of over 500000 tons by 2025.

High performance resins (such as PEEK, LCP): key materials in the aerospace and electronics fields, with a domestic import dependency still exceeding 60%.

Special rubber (such as ethylene propylene rubber): Driven by the demand for new energy vehicles and wind power, the highest single ton profit in 2024 can reach 5910 yuan.

3. Basic and Fine Chemicals

Sulfur: Traditional chemical industry resonates with new energy demand, with a price increase of over 116% by 2025.

Epoxy propane: The supply and demand pattern is tightening, with low inventory levels and policy dividends, leading to an upward trend in industry prosperity.

High end polyether/polyurethane: applied in fields such as building insulation and automotive seats, deeply linked to the epoxy propane industry chain.

The driving logic behind product popularity

Policy driven: The "dual carbon" target drives the demand for new energy materials, and environmental policies stimulate the production of green chemical products.

Technological breakthrough: domestic substitution acceleration (such as POE, carbon fiber), construction of technological barriers to build a moat.

Supply and demand relationship: The outbreak of new energy demand and the contraction of traditional production capacity form a "supply and demand resonance", pushing up prices.

Risk statement

Cyclical fluctuations: The chemical industry as a whole is still at the end of a downward cycle, and some product prices may fluctuate due to macroeconomic factors. ^[History]^

Overcapacity: Some traditional chemical products (such as ordinary engineering plastics) are fiercely competitive, and we need to be alert to the risk of overcapacity.

Technological iteration: Changes in the new energy technology roadmap may affect the long-term demand for some materials.