Lates News

CITIC Securities stated that in the background of increasing demand driven by emerging downstream sectors, the modified plastics industry is experiencing an upturn in prosperity due to advancements in high-end material technology and increased penetration rates. Focusing on the two main themes of expanding demand and product upgrades, we recommend paying attention to three major investment directions in the modified plastics industry: 1. Actively investing in leading companies in the field of PEEK materials to expand into the robotics sector. 2. In the field of computational basic materials, it is recommended to focus on companies actively investing in high-frequency and high-speed resin materials for PCB. 3. In the new technology direction, it is recommended to focus on companies benefiting from advancements in automotive material technology and the resulting increase in incremental space.