化工新材料行业周报：电子化学品关注度持续提升，碳排放新政发布

䈭ࣗᗻ䰻䈱↙ᮽҁ੄Ⲻރ䍙ᶗⅴ䜞࠼ ᆾ↙ ࠰ཽ ᆷ䶏 㠪䘒 㺂ѐ⹊ガ འᒩ⍁䇷࡮㛗Գᴿ䲆ޢਮ䇷࡮⹊ガᣛ઀ 2024ᒪ 08ᴾ 04ᰛ 㺂ѐ ઞᣛ ⵁླ / 㔪ᤷ ौᐛ᯦ᶆᯏ ะ⹶ौᐛ ⭫ᆆौᆜ૷ީ⌞ᓜᤷ㔣ᨆॽθ⻩ᧈ᭴᯦᭵ਇᐹ „ 䎦ࣵ∊䖹 ⴮ީ⹊ガᣛ઀ <ԛᰝᦘ᯦ᨆॽ䬸⭫ᶆᯏީ⌞ᓜθ⭕Ḫ䈋⭞ᡌ䘇ᵕ੥ࣞ>-2024- 07- 30 <MDIȽ㥿⭎㟜ԭṲズᑻр⏞θ㔪⭕㍖ԭṲᤷ㔣䎦ᕰ>-2024- 07- 30 <⭕⢟Ḫ⋯ਃٴ䬶ࡓ㻷㔉᷒ޢᐹθ⭫ᆆौᆜ૷ީ⌞ᓜᨆॽ>--2024- 07-2 䇷࡮࠼᷆ᐾφ⧁Ӥ E - MAILφwangl@tpyzq.com ࠼᷆ᐾⲱ䇦㕌ਭφS1190522120001 䇷࡮࠼᷆ᐾφ⧁⎭⏑ E - MAILφwanght@tpyzq.com ࠼᷆ᐾⲱ䇦㕌ਭφS1190523010001 ⹊ガࣟ⨼φઞߦ㧯 E - MAILφzhoubingying@tpyzq.com ж㡢䇷࡮ѐࣗⲱ䇦㕌ਭφS1190123020025 ⹊ガࣟ⨼φ䱾ṿ䘠 E - MAILφchenad@tpyzq.com ж㡢䇷࡮ѐࣗⲱ䇦㕌ਭφS1190124010006 ᣛ઀᪎㾷 1.䠃⛯㺂ѐૂӝ૷᛻߫䐕䑠 ⭫ᆆौᆜ૷φ㗄ളሯ঄࠰ਙ㣥⡽䇴༽䲆࡬᯦㿺ᡌሼсᴾਇᐹθ⭫ᆆौᆜ૷ളӝᴵԙٲᗍީ⌞Ⱦᦤ䐥䙅⽴ᣛ䚉θ㗄ള᭵ᓒ঩ሼ൞сѠᴾਇᐹཌള⴪᧛ӝ૷㿺ࡏδForeign Direct Product RuleθFDPRεⲺᢟኋ㿺ࡏȾ䘏亯᯦㿺ሼ䘑ж↛䱱↘㗄ള࣑ࣵ㤹പ޻Ⲻളᇬૂ൦॰ੇѣള࠰ਙঀሲ։࡬䙖䇴༽ȾռᰛᵢȽ㦭ަૂ丟ളㅿީ䭤Ⲻ㣥⡽࡬䙖䇴༽࠰ਙളᒬуऻᤢ൞޻Ⱦ⎾ᚥޢᐹ੄θASMLૂᰛᵢђӢ⭫ᆆⲺ㛗ԭ࠼ࡡр⏞1%ૂ 7.4%Ⱦ㠠 202ᒪԛᶛθ㗄ള䪾ሯѣളঀሲ։䲆࡬ж߃ࣖ⸷θ൞ᵠᶛ࡬㻷䘑ж↛ࣖᕰⲺ人ᵕсθളӝᴵԙⲺ䘑ぁᴿᵑࣖᘡȾṯᦤޢᔶ䍺ᯏθ2024Q2ѱࣞᵹⴀ㊱ะ䠇ሯ⭫ᆆ㺂ѐᤷԉ᱄ᱴᨆॽθ⭫ᆆौᆜ૷⴮ީޢਮٲᗍީ⌞ȾᦤⲴᐓ⳾ᆐᮦᦤθᵢઞᱴᖧ⏨ԭṲѰ 800ݹ/ ਫ਼θ㲶ࡱ⏨ԭṲѰ 80ݹ/ ਫ਼θ⭫ᆆ㓝⼭䞮 BV I㓝ԭṲѰ 200ݹ/ ਫ਼θBV I㓝ԭṲѰ 12500ݹ/ ਫ਼θൽфрઞᤷᒩȾ ݿՅᶆᯏ& ⭕⢟ะ㜳Ⓠφളࣗ䲘দਇɅࣖᘡᶺᔰ⻩ᧈ᭴ਂ᧝࡬ᓜ։㌱ᐛ֒ᯯṾɆθਥ߃⭕ф㔵㢨㜳ⓆԷѐٲᗍީ⌞Ⱦѣള᭵ᓒ㖇ᱴ⽰θളࣗ䲘ࣔޢ঻8 ᴾ 2 ᰛদਇɅࣖᘡᶺᔰ⻩ᧈ᭴ਂ᧝࡬ᓜ։㌱ᐛ֒ᯯṾɆθሼᇔ᯳ԛᕰᓜ᧝࡬ѰѱȽᙱ䠅᧝࡬Ѱ䖻Ⲻ⻩ᧈ᭴ਂ᧝࡬ᓜȾളᇬቸ䶘ሼ⻩ᧈ᭴᤽ḽ਀⴮ީ㾷≸㓩ޛളᇬ㿺ࡈȾ2025ᒪᓋࢃθ᤽ሲ਺൦॰ᔶኋ⻩ᧈ᭴人㇍䈋㕌࡬ᐛ֒ȾćॷӊӊĈᰬᵕθ᤽ሲ਺൦॰ṯᦤ⻩ᧈ᭴ᕰᓜ䲃քⴤḽ㕌࡬⻩ᧈ᭴人㇍ᒬࣞᘷ䈹᮪Ⱦ ćॷޣӊĈᰬᵕ਀ԛ੄θ᧞ࣞ਺൦॰ᔰ㄁⻩ᧈ᭴ᙱ䠅᧝࡬ࡐᙝ㓜ᶕᵰ࡬θᇔ㺂ӊᒪ㿺ࡈᵕૂᒪᓜ⻩ᧈ᭴人㇍ޞ⍷ぁ㇗⨼Ⱦ⻩ᧈ᭴᯦᭵ᇐ䈹θ⴮ީਥ߃⭕Ƚ㔵㢨㜳ⓆԷѐٲᗍީ⌞Ⱦᦤ WindфⲴᐓ⳾ᆐᮦᦤθᵢઞള޻⭕⢟Ḫ⋯ԭṲѰ730ݹ/ ਫ਼θ䖹рઞԭṲᤷᒩȾݿՅр⑮ EVAф POEᶆᯏԭṲቅᑻс䲃θEVAᢢᐪ V510J्Ӣᐸ൰ԭṲѰ 1020ݹ/ ਫ਼θ䖹рઞԭṲс䲃10ݹ/ ਫ਼χEVAᢢᐪ V610M्Ӣᐸ൰ԭṲѰ 100ݹ/ ਫ਼θ䖹рઞԭṲс䲃 10ݹ/ ਫ਼χPOE LC670ԭṲѰ 1.95нݹ/ ਫ਼θ䖹рઞԭṲс䲃 1500ݹ/ ਫ਼Ⱦ (40%)(32%)(24%)(16%)(8%)0%23/8/423/10/1523/12/2624/3/724/5/1824/7/29ะ⹶ौᐛ⋠␧300 䈭ࣗᗻ䰻䈱↙ᮽҁ੄Ⲻރ䍙ᶗⅴ䜞࠼ ᆾ↙ ࠰ཽ ᆷ䶏 㠪䘒 㺂ѐઞᣛ 2 ⭫ᆆौᆜ૷ީ⌞ᓜᤷ㔣ᨆॽθ⻩ᧈ᭴᯦᭵ਇᐹ 2.Ṯᗹ㿸⛯ δ1 ε⭫ᆆौᆜ૷φ㗄ള᭵ᓒሼ൞сѠᴾਇᐹ᯦㿺θ䘑ж↛䱱↘㗄ള࣑ࣵ㤹പ޻Ⲻളᇬૂ൦॰ੇѣള࠰ਙঀሲ։࡬䙖䇴༽θ൞ᵠᶛ࡬㻷䘑ж↛ࣖᕰⲺ人ᵕсθളӝᴵԙⲺ䘑ぁᴿᵑࣖᘡȾṯᦤ windф ifindᮦᦤ᮪⨼θ2024Q2ѱࣞᵹⴀ㊱ะ䠇Ⲻ⭫ᆆ㺂ѐᤷԉ᱄ᱴᨆॽθ⭫ᆆौᆜ૷⴮ީޢਮٲᗍީ⌞Ⱦᔰ䇤ީ⌞φ䳻ށ〇ᢶȽ啄嗏㛗ԳȽ䠇ᇅ≊։Ƚ঄⢯≊։Ƚ㚊⪔᯦ᶆㅿȾ δ2 εݿՅᶆᯏ& ⭕⢟ะ㜳Ⓠφളࣗ䲘দਇɅࣖᘡᶺᔰ⻩ᧈ᭴ਂ᧝࡬ᓜ։㌱ᐛ֒ᯯṾɆθ⻩ᧈ᭴᯦᭵ᇐ䈹θ⴮ީਥ߃⭕ф㔵㢨㜳ⓆԷѐٲᗍީ⌞Ⱦᔰ䇤ީ⌞φ㚊⌉᯦〇Ƚᵍක⧥ູδᵠ㾼ⴌεȽ⎭᯦㜳〇δᵠ㾼ⴌεㅿȾ 伄䲟ᨆ⽰φс⑮䴶≸у਀人ᵕȽӝ૷ԭṲс䐂ㅿȾ 䈭ࣗᗻ䰻䈱↙ᮽҁ੄Ⲻރ䍙ᶗⅴ䜞࠼ ᆾ↙ ࠰ཽ ᆷ䶏 㠪䘒 㺂ѐઞᣛ 3 ⭫ᆆौᆜ૷ީ⌞ᓜᤷ㔣ᨆॽθ⻩ᧈ᭴᯦᭵ਇᐹ ⴤᖋ жȽ 㓼࠼亼ต䐕䑠 .................................................................. 6 ( ж) 䠃⛯ौᐛ૷ԭṲ䐕䑠 ............................................................. 6 ( ӂ) ⭫ᆆौᆜ૷φ㗄ളሯ঄࠰ਙ㣥⡽䇴༽䲆࡬᯦㿺ᡌሼсᴾਇᐹθ⭫ᆆौᆜ૷ԭṲᤷᒩ ......... 7 ( п) ᯦䍞⭕ӝ࣑φп䜞䰞Վौ䈹᮪ᰖӰᵰ࠰ਙ㇗࡬᧠᯳θᵢઞ⻩㓚㔪ԭṲቅᑻс䲃 ............. 9 ( ഑) 䬸⭫/ ۞㜳р⑮ᶆᯏφᵢઞ⻩䞮䬸фޣ≕⼭䞮䬸ԭṲᤷ㔣с䲃 .......................... 14 ( ӊ) ݿՅ/ 伄⭫р⑮ᶆᯏφᵢઞ EVAф POEԭṲቅᑻс䐂 .................................. 18 (ޣ) ⭕⢟ะᶆᯏ਀㜳Ⓠφള޻⭕⢟Ḫ⋯ԭṲᤷᒩθPLAԭṲ㔪ᤷどᇐ ........................ 21 ( й) ਥ߃⭕਀⢯〃ງᯏȽ㟒ᶆᯏφ߃⭕ PETф PSᐸ൰ԭṲどᇐ ............................ 24 (ޡ) ⎸ᯏ⋯ໞ仒ᯏφҎ⭞䖜ф⎾䍯⭫ᆆ䴶≸ど↛໔䮵θ⴮ީ⎸ቸᶆᯏٲᗍީ⌞ ................ 28 ӂȽ 㺂᛻㺞⧦ ..................................................................... 31 ( ж) 㺂᛻㺞⧦ ...................................................................... 31 ( ӂ) 㺂ѐ޻Ѡ㛗⏞䐂ᑻ᛻ ............................................................ 33 пȽ 䠃⛯ޢਮޢ઀ૂ㺂ѐ䠃㾷᯦䰱䐕䑠 ............................................... 35 ( ж) 䠃⛯ޢਮޢ઀ .................................................................. 35 ( ӂ) 㺂ѐ㾷䰱 ...................................................................... 36 ഑Ƚ 䠃⛯ḽⲺ .........