行业研究报告题录
制造业--化学原料和化学制品制造业(2020年第21期)
(报告加工时间:2020-07-27 -- 2020-08-09)

境外分析报告

  • 全球羟基磷灰石市场报告(2020-2027年)
    Hydroxyapatite is a naturally occurring mineral form of calcium apatite that is a major component of normal bone and teeth. It provides rigidity to human bone and tooth enamel in the form of crystalline calcium phosphate. Moreover, hydroxyapatite powder and paste are deployed for various dental products, such as toothpaste, as they offer better enamel remineralization than saliva. In addition, the tissue engineering and research experts are shifting toward advanced materials such as hydroxyapatite bone implants made from sea coral that has more resemblance to human tissue. The hydroxyapatite market is segmented on the basis of type, application, and region. On the basis of type, the market is categorized into nano-sized, micro-sized, and greater than micrometers. Based on application, the market is segmented into orthopedic, dental care, plastic surgery, and others. Region wise, it is analyzed across North America, Europe, Asia-Pacific, and LAMEA.
  • 全球杀菌剂市场报告(2020-2027年)
    The report provides an in-depth analysis of fungicides consumption in different types of crops such as cereal &grains, oilseed &pulses, fruits &vegetables, and others. It also provides the production of different types of fungicides such as dithiocarbamates, benzimidazoles, chloronitriles, triazoles, phenylamides, strobilurins, and others. The other fungicides include morpholines and anilinopyrimidines. The market analysis and estimations are done in terms of revenue and volume of the fungicides. The report provides information on revenues and volume of production for all geographies, types of fungicides, and types of crops. The revenue of global fungicides includes the revenues of synthetic fungicides and biofungicides.
  • 全球杀菌剂市场报告(2020-2027年 )
    Biocides are products or chemicals that combat pests or microorganisms. These are generally used to control and kill harmful and unwanted organisms such as mold, bacteria, algae, insects, and rodents. Biocides represent various products such as disinfectants, wood preservatives, rodenticides, antifouling agents (on boats), in-can preservatives, used in homes, public places such as hospitals, and industries. Biocide preservation applications are leading the market, accounting for the largest consumption of specialty biocides in both volume and value terms. Despite regulatory pressures, reducing the number of biocides depending on their concentrations in end products, blends of carefully selected biocidal active substances in optimal ratios, coupled with new technical advancements can provide improved preservation solutions without the need for cautionary labeling.

投资分析报告

  • 化妆品行业:7月美妆线上环比增速放缓,外资高端品牌表现更佳-淘系月度观察
    整体景气度: 20年7月淘系美妆全网gmv增长36%,其中护肤品gmv增长33%,环比放缓;彩妆类目gmv增长42%,持续加速增长;今年以来线上保持较高景气度,1-7月护肤品gmv增长36%,彩妆增长25%,合计增长33%。从细分品类看,7月精华/面部护理套装维持继续领跑行业增长。
  • 化工行业:重仓占比提升,聚焦细分龙头-基金2Q20重仓及陆港通分析
    公募基金 2Q20 持仓报告基本披露完毕,我们从整体持仓、细分行业、重仓个股 角度分析了基金的化工板块持仓情况及变化趋势(成分股参考中信基础化工指 数)。基金重仓持股中基础化工占比 2.93%,环比上升 1.27pct;但从流通市值角 度,基础化工板块仍被低配,低配幅度 0.33pct。受益于板块估值底部、疫情有 效控制后国内需求复苏及内外政策加码新能源汽车产业链,二季度以来基础化工 板块涨幅跑赢沪深 300 指数。
  • 化工行业:基建项目建设加速,继续推荐新老基建相关材料标的及化工成长股
    本周化工板块个股中,新老基建相关材料标的涨幅居前:本周化工板块 涨幅居前的个股有君正集团、阿科力、鲁西化工、金禾实业、神剑股份、 三棵树、亚士创能、同德化工、金力泰、碳元科技。其中,国内经济持 续回暖,新老基建项目建设加速,新型基建相关材料标的阿科力(电子 树脂)与传统基建相关标的亚士创能(建筑涂料)、三棵树(墙面涂料)、 同德化工(工程爆破)涨幅居前。
  • 化工行业:当下化工品在什么位置?
    化工产品价格已低于上一轮低点。自2018年底开始,化工产品因需求原因持续回落,疫情进一步加剧。 需求已逐步恢复,带动供给端库存高点已过。
  • 化工行业:做时间的朋友,如何看待化工行业“龙头的进阶?
    行业层面,中国是世界最主要化工品生产国之一,产业门类齐全,市场空间广阔,有望 培育出世界级化工龙头。中长期看,疫情对中国化工行业影响有限,未来行业规模仍能 保持一定增速,稳步向前发展。政策层面,供给端国家环保政策逐步趋严,部分小型企 业持续退出市场,其中涂料、染料、食品添加剂和表面活性剂企业供给格局分散,企业 平均规模较小,受到环保政策影响较大。小型企业退出,龙头企业凭借环保生产优势顺 势扩张产能,行业龙头的市占率有望不断提升;需求层面,国家鼓励新材料、生物医药 和新能源等新兴产业发展,相关特种化学品需求仍能维持高速增长。供需关系博弈下, 中国化工市场需关注具备一定竞争壁垒,且面临供不应求的产品,如 MDI、高效低毒农 药、维生素 A、维生素 E、金红石型钛白粉(氯化法)等。
  • 合成纤维及树脂行业:风电及航空航天领域是短期发力点-碳纤维系列报告之(二)
    碳纤维系列报告分为三篇,此为第二篇,主要梳理碳纤维下游应用领 域、并讨论相关领域是否具有成长性,以及我国碳纤维产业发展现状 和前景。
  • 合成纤维及树脂行业:碳纤维概览及生产壁垒详解-碳纤维系列报告之(一)
    碳纤维指的是含碳量超过 90%的纤维状碳材料,凭借密度小、强度高、 耐腐蚀、易成型等特点,已成为轻量化材料的重要一员,逐步取代以往的 金属材料,在民用和军事领域已成为核心应用材料。

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