行业研究报告题录
制造业--化学原料和化学制品制造业(2024年第1期)
(报告加工时间:2023-12-26 -- 2024-01-01)

境外分析报告

  • 全球氨基酸肥料市场报告(2024-2028年)
    Amino acids are required to improve the quality and quantity of crop production. Plants can themselves synthesize amino acids through a complex biochemical process that requires considerable energy. Even so, external amino acids in the form of fertilizers are given to plants to reduce their energy consumption. Plants can use this conserved energy for other metabolic processes.
  • 全球花生四烯酸市场报告(2024-2028年)
    Arachidonic acid is a polyunsaturated, essential fatty acid. It is found naturally in human and animal fat as well as in the brain, liver, and glandular tissues of humans and animals. It is a key component of animal phosphatides. Synthetically, arachidonic acid is produced from alpha-linolenic acid using the enzyme 6-desaturase. alpha-linolenic acid is a derivative of linoleic acid. Arachidonic acid acts as a precursor in the biosynthesis of thromboxane’s, leukotrienes, and prostaglandins. Arachidonic acid is an important component of human breast milk and is highly beneficial for infants. Therefore, its usage is growing rapidly in infant formula products and dietary supplements.
  • 全球药妆市场展望预测(2023-2028年)
    Cosmeceuticals come from a combination of pharmaceuticals and beauty care solutions. They are skin and hair care solutions that consist of naturally essential nutrients/compounds with helpful ramifications for the skin, and these ingredients are nourishing additives that boost the appearance of skin and hair and structure them well. These compounds have a fundamental capacity in the development of collagen in the dermis. Micronutrients that come under dietary micronutrients protect the skin from the harmful effects of light, which include skin maturing, skin tanning, and wrinkle development.
  • 全球含氟聚合物涂料市场报告(2024-2028年)
    Fluoropolymer coatings are a mixture of fluoropolymer lubricants and resin binders, which help in offering features such as low friction and excellent protection against corrosion and good chemical resistance. This coating is made by taking some base factors such as tolerance, load expected temperature, and environment.
  • 全球洗面奶市场报告(2024-2028年)
    A face wash, also known as a facial cleanser, is a product used for cleaning the face. It typically comes in the form of a gel, foam, or liquid and is specifically formulated to remove dirt, oil, makeup, and other impurities from the skin's surface. Face washes are designed to be mild and gentle, helping to cleanse the skin without stripping it of its natural oils or causing irritation.
  • 全球谷氨酸市场报告(2024-2028年)
    Glutamic acid is an amino acid that is used by almost all living things in the biosynthesis of proteins. It is a non-essential nutrient for humans, which means the body can produce enough to meet its requirements. It is also the most abundant excitatory neurotransmitter in vertebrate nervous systems.
  • 全球低聚半乳糖市场报告(2024-2028年)
    Galacto-oligosaccharides are nutritional, non-digestible food ingredients with prebiotic properties. These are commonly extracted from cow milk. Galacto-oligosaccharides are widely known to encourage the growth of beneficial bacteria. These act as an ingredient of infant formulas and supplementary diets as these help achieve better digestive health.
  • 全球地质聚合物市场报告(2024-2028年)
    Geopolymers are inorganic materials that form long-range, covalently bonded, non-crystalline (amorphous) networks. They are usually ceramic and alumino-silicate. Commercially produced geopolymers have a variety of uses, including new binders for fire-resistant fiber composites, high-temperature ceramics, medical applications, encapsulating radioactive and toxic waste, and creating cement for concrete.
  • 全球氯市场报告(2024-2028年)
    The pure chemical element of chlorine has the physical form of a diatomic green gas. The name chlorine is derived from chloros, meaning green, referring to the color of the gas. Chlorine gas is heavier than air, has an intensely disagreeable suffocating odor, and is exceedingly poisonous. In both the liquid and solid forms, it is a powerful oxidizing, bleaching, and disinfecting agent.
  • 全球脂肪酸市场报告(2024-2028年)
    Fatty acids are organic compounds that serve as critical building blocks of lipids and play essential roles in energy storage, cellular structure, and metabolic processes. They consist of a hydrocarbon chain with a carboxylic acid group at one end. Fatty acids can be saturated or unsaturated, depending on the presence of double bonds in their hydrocarbon chain. Fatty acids serve as crucial components in several end-user industries, such as food, cosmetics, detergents, surfactants, biodiesel, and pharmaceuticals.
  • 全球有机染料市场报告(2024-2028年)
    Organic dyes are colorants that are primarily derived from natural sources, such as plants, insects, and minerals, or they can be synthetically produced using organic compounds to impart color to various products. They are characterized by their eco-friendly and often sustainable nature, making them a preferred choice in end-user industries such as textiles, cosmetics, and food, in conformity with the demand for more environment-friendly products.
  • 全球芦荟提取物市场报告(2024-2028年)
    The global aloe vera extracts market describes the global demand and supply dynamics for products derived from the aloe vera plant. This market includes the production, distribution, and consumption of aloe vera extracts in various forms, such as gels, powder, drinks, capsules, and other derivatives. The market includes a wide variety of industries, including cosmetics, pharmaceuticals, food and beverages, and healthcare, which use aloe extracts for their potential health and therapeutic benefits. The global market is influenced by various regional, economic, and regulatory factors. Factors that influence the global market include increasing awareness of the medicinal properties of the aloe vera plant, increasing demand for natural and organic products, increasing consumer preference for plant-based ingredients, and changing consumer needs and preferences.
  • 全球豪华香水市场报告(2024-2028年)
    Perfume is a composition of different fragrant essential oils, solvents, fixatives, and compounds. The global luxury perfume market includes all high-end premium brands of perfumes.
  • 全球高密度聚乙烯市场报告(2024-2028年)
    Petroleum is used to make the thermoplastic polymer known as high-density polyethylene. High-density polyethylene plastic is used in a wide variety of applications, including plastic bottles, milk jugs, shampoo bottles, bleach bottles, cutting boards, and piping.
  • 全球丙烯酸衍生物市场报告(2024-2028年)
    Acrylic acid derivatives are a group of organic compounds that are derived from acrylic acid. These derivatives are widely used in industrial applications due to their versatile properties and reactivity.

投资分析报告

  • 上游寻找差异化,下游寻找高弹性
    化工周期见底,但供给制约修复的空间与斜率。(1)Q3以来国内化工品价格呈现企稳态势,其中化工品PPI当月同比降幅已连续5个月收窄。从经营面上看,1-10月国内化学原料及制品、化纤、橡胶及塑料制品企业营收增速分别为5%/4%/1%,利润总额增速分别为-43%/2%/16%,偏下游的化纤和塑料已率先开启修复。(2)需求侧决定本轮周期拐点,供给侧决定本轮周期弹性。展望2024年,化工行业的新增产能仍然较多,预计将对化工品的价格弹性形成压制。在此背景下,我们认为需要沿着两个方向去寻找机会,一是寻找弹性最强的标的,即优选库存周期率先触底、供给增长相对克制的品种,二是寻找成本最低的标的,即优选具备差异化成本优势、以及低成本产能扩张能力的标的。

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