2 月，新材料产业发展势头放缓。产量方面，受原材料价格升高、厂家检修和减产等不利因素影响，不锈钢产量环比大幅下降 20.85%；小月叠加部分厂家检修影响下，多晶硅产量环比小幅下降 2.9%。1～2 月，不锈钢和多晶硅产量均实现同比增长，分别为 5.88%和 27.2%。进出口方面，2 月美国、欧元区和日本等制造业PMI 持续保持高景气，外需带动出口实现较大增长；国内生产放缓影响内需，进口额同比回落。

供小于求趋显，电极箔价格有望继续上行。电极箔生产主要在中国，受国内17年环保政策等多因素叠加影响，电极箔供给短缺显现，中日电极箔产业链进出口数据均出现价格上涨态势。考虑到未来国内环保政策趋严，海广泛应用于LED照明、消费电子、消费电源、工业设备、汽车电子和通信领域等。行业竞争集中在日本、韩国和大中华地区，中日韩

The metallic stearates are defined as the metal salts of an 18-carbon chain fatty acid stearic acid. The global metallic stearates market has been segmented based on product, application, and region. In terms of product, the market has been categorized into five major segments, including zinc stearate, calcium stearate, aluminum stearate, magnesium stearate, and others. Zinc stearate is produced using Zn-salts such as ZnO, ZnCl2, and ZnSO4. Oxides, hydroxides, sulfate, and chloride salts of aluminum, magnesium, and calcium react with stearic acid to produce the respective salts. The others product scope includes nickel stearate, copper stearate, lithium stearate, and sodium stearate.

High Performance Alloys market is witnessing a growth, because of its extensive use in the aerospace industry, and industrial gas turbines, along with automobiles, electrical & electronics industry, where its replacing the traditionally used metals. The demand will sustain to grow considering the need of improved performance of the machines and use of alloys help to boost the performance of the equipment it is used in. The demand is expected to be driven majorly by demand from the aerospace industry.