[化学原料和化学制品制造业] [2023-12-30]
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.
[化学原料和化学制品制造业] [2023-12-27]
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.
[化学原料和化学制品制造业,医药制造业] [2023-12-27]
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.
[化学原料和化学制品制造业] [2023-12-27]
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。
[化学原料和化学制品制造业] [2023-12-25]
PEEK 在半导体工业的应用广泛,前景广阔。PEEK 具有耐热性、耐磨性、耐疲劳性、耐辐照性、耐剥离性、抗蠕变性、柔韧性、尺寸稳定性、耐冲击性、耐化 学药品性、无毒、阻燃等优异的综合性能,其性能显著优于其他工程塑料或金属材料。在半导体工业中,由于 PEEK 能够耐受高达 260℃的高温和各类化学品的腐蚀,从而能够减少晶圆冷却时间,提高生产效率。同时,PEEK 颗粒产生率低、纯度高,使得晶圆脱气量和可萃取物减少,降低静电击穿晶圆的概率,也能显著提升晶圆良品率。PEEK 因此被广泛用来制造 CMP 保持环、晶圆承载器、晶片夹等高性能塑料零件,PEEK 及其复合增强树脂能够实现对铜合金、不锈钢、PTFE、PPS 和其他工程塑料等传统材料的替代。此外,通过在 PEEK 中添加抗静电材料可减少静电的影响。
[化学原料和化学制品制造业] [2023-12-20]
[化学原料和化学制品制造业,石油加工、炼焦和核燃料加工业] [2023-12-19]
[化学原料和化学制品制造业] [2023-12-19]
我国化工行业景气波动较大,预期明年有望边际改善。回顾2023 年,上半年化工品价格指数持续回落,此后受益于上游大宗 能源涨价以及下游补库存的双重拉动,化工品价格指数自2023 年6 月底开始呈现V 型反弹,自9 月中旬开始伴随上游油价 回落而有所下滑。综合对价格、需求、供给、库存及成本等因素的讨论,我们认为,虽然目前全球能源类成本仍在高位区间, 成本压力犹存,但是从制造业需求及库存去化角度来看,国内化工品需求存在边际改善的预期。展望2024 年,伴随着国内外 经济的改善预期、及补库周期的逐渐开启,我们预期化工行业景气度有望边际回暖。
[化学原料和化学制品制造业] [2023-12-19]
密集扩产期已经结束:供给端,近几年行业的新增产能主要来自龙头企业,而龙头企业的投产也接近尾声,未 来供应压力缓解; • 需求端表现强劲:涤纶长丝产业链可以大致按照聚酯(POY)—加弹(DTY)—织布—印染—服装厂等终端 依次展开;目前POY下游DTY、织布厂等均处于高开工+合理库存的水平,并且订单天数有好转趋势,产业链 具备涨价条件,建议关注聚酯产业链; • 风险提示:原材料价格持续上涨,下游消费需求不达预期;测算误差。
[化学原料和化学制品制造业] [2023-12-13]
三代制冷剂配额分配量下发在即,三代制冷剂各个品种从应用领域看实际存在较大差异性,以下我们主要对三代制冷剂主流品种(生产厂商较多且产量较大)的 R32、R134a、R125,以及小品种(生产厂商较少且产量较小)的 R143a、R152a、R227ea 等进行用途上的分析。各个品种下游应用领域不同(涉及中央空调、汽车空调、商用制冷、发泡剂等),结构存在差异性,新增、维修、出口比例各不相同。