The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for adhesives and sealants by geography and historical trend. The scope of the report extends to sizing of the adhesives and sealants market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for advanced ceramics by geography and historical trend. The scope of the report extends to sizing of the advanced ceramics market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

粗纱周期尾部去库存，电子纱价格反转初现。2014 年至今，粗纱价格经历了三轮周期，每轮周期持续时间为3 年左右。第三轮上升周期在2020 年四季度开始，2022 年三、四季度受行业产能快速释放及海外需求下滑影响，粗纱价格快速走低，目前粗纱周期已持续两年多。我们判断，粗纱周期已处于尾部，当前粗纱价格维持稳定，待库存去化后风电及汽车轻量化需求有望带动粗纱价格回升。电子纱下游主要为电子元件印刷线路板，与PCB 行业发展相关性较高。2022 年12 月，受产能释放完毕及下游需求改善影响，电子纱价格已出现回升态势。

经历2022 年8-9 月一轮下降后在国产碳纤维价格在2022 下半年表现保持低位稳定。而进入2023 年1 月份碳纤维市场内价格产生进一步回落，T300(12K) 降至125 元/kg；T300(24/25K) 降至125 元/kg；T300(48/50K) 降至115 元/kg；T700(12K)降至225 元/kg。截至2022 年12 月的月平均进口价格为21367.4 美元/吨，折合人民币145.08 元/kg，进口碳纤维相较于国产平均价格优势并不明显。2022H1我国各类型碳纤维产品进口总量为14739 吨，相较2021 年同比下降16%，2022全年碳纤维各类产品总计进口量为2.9 万吨，相较于2021 年的3.3 万吨下降12%，进口依存度下降至34.89%。