基因是承载人类遗传物质的主要生物信息，生物信息测序技术是利用唾液或血液对基因片段或全基因组进行序列测定的一种前沿技术类型，多用于科学研发场景中的基因组学研究和临床诊疗场景中的复杂疾病诊断。长期以来，本土测序设备依靠海外技术引入实现测序服务提供，近年多项利好政策伴随本土企业自主研发提速，应用场景需求导向的国产服务平台应运而生，中国测序服务市场逐步摆脱对于进口品牌的依赖。应用层面，生育健康和癌症管理是中国居民当前在大健康诊疗领域的关注重点，本土企业从诊疗与科研需求入手进行测序产品和平台优化，实现全产业链的一体化协同合作。

Nearly 10 million individuals above the age of 50 suffer from hip, spine, or wrist fractures at some point in life. An additional 33.6 million individuals develop low bone mass and are at risk of osteoporosis. The growing number of complications related to bone-associated disorders such as fractures, traumas, bone infections, and bone tumors has led to the increasing demand for bone void fillers. The bone void fillers have become an indispensable tool for surgeons to manage and treat bone disorders. With the growing prevalence of bone-related diseases and accidents, many leading companies are introducing innovative solutions to provide patients with highquality bone void fillers to achieve the best outcomes.

Adhesive is a substance particularly used to bond two surfaces together. Adhesives have strong shear and tensile strength, making them viable bonding materials for high-pressure situations. There are two general types of adhesives i.e. structural and non-structural. Sealants are paste-like substances that block the flow of fluids through a surface, gap or joint by filling all the spaces between two separate substrates. Sealants usually consists of elastomer, which gives them a paste-like consistency. Examples of sealants can be acrylic systems, silicones, and urethane. Adhesives and sealants are applicable for bonding a wide range of materials, including plastics, metals, ceramics, and composites. Adhesives and sealants are highly preferred in packaging, construction, and automotive industry.

Adhesive is a substance particularly used to bond two surfaces together. Adhesives have strong shear and tensile strength, making them viable bonding materials for high-pressure situations. There are two general types of adhesives i.e. structural and non-structural. Sealants are paste-like substances that block the flow of fluids through a surface, gap or joint by filling all the spaces between two separate substrates. Sealants usually consists of elastomer, which gives them a paste-like consistency. Examples of sealants can be acrylic systems, silicones, and urethane. Adhesives and sealants are applicable for bonding a wide range of materials, including plastics, metals, ceramics, and composites. Adhesives and sealants are highly preferred in packaging, construction, and automotive industry.

Water-soluble films (also known as PVA/PVOH films) are emerging innovative downstream products of the polyvinyl resin value chain, derived from polyvinyl alcohol resin through extrusion or cast film methods.

Ultra High-performance Concrete (UHPC) is also known as reactive powder concrete (RPC). It is typically formulated by combining supplementary cementitious materials, Portland cement, reactive powders, limestone and or quartz flour, fine sand, high-range water reducers, and water. The Ultra High-Performance Concrete (UHPC) offers better compressive strength than other concrete materials. The minimum specified compressive strength of UHPC is 17,000 pounds per square inch (120 MPa), and the maximum specified compressive strength is 29,000 pounds per square inch (psi) (200 Mpa).

Cellular glass is a lightweight and rigid insulating material made primarily from recycled glass. It is produced in the form of rigid boards, blocks, or granules, and it is widely used primarily for its excellent thermal insulating properties and resistance to moisture and fire.

Adhesive is a substance particularly used to bond two surfaces together. Adhesives have strong shear and tensile strength, making them viable bonding materials for high-pressure situations. There are two general types of adhesives i.e. structural and non-structural. Sealants are paste-like substances that block the flow of fluids through a surface, gap or joint by filling all the spaces between two separate substrates. Sealants usually consists of elastomer, which gives them a paste-like consistency. Examples of sealants can be acrylic systems, silicones, and urethane. Adhesives and sealants are applicable for bonding a wide range of materials, including plastics, metals, ceramics, and composites. Adhesives and sealants are highly preferred in packaging, construction, and automotive industry.

Nanoceramic powder materials have received considerable attention during the last two decades due to their ability to demonstrate better properties than conventional bulk ceramic materials. • The nanoceramics possess chemical, physical, mechanical, and magnetic properties that differ from other materials, like metals, plastics, and conventional bulk ceramic materials.

Adhesive is a substance particularly used to bond two surfaces together. Adhesives have strong shear and tensile strength, making them viable bonding materials for high-pressure situations. There are two general types of adhesives i.e. structural and non-structural. Sealants are paste-like substances that block the flow of fluids through a surface, gap or joint by filling all the spaces between two separate substrates. Sealants usually consists of elastomer, which gives them a paste-like consistency. Examples of sealants can be acrylic systems, silicones, and urethane. Adhesives and sealants are applicable for bonding a wide range of materials, including plastics, metals, ceramics, and composites. Adhesives and sealants are highly preferred in packaging, construction, and automotive industry.

近期逆全球化趋势强化，欧美或对中国再加关税。这可能导致企业间分化，化工龙头各显其能 成功出海，逆势崛起；尾部竞争力较弱的企业竞争加剧，产能出清。终局可能是龙头的份额扩 大，强者愈强，马太效应。我们看好各产业链龙头企业，如万华化学、龙佰集团、梅花生物、 阜丰集团、赛轮轮胎、森麒麟、玲珑轮胎、贵州轮胎、通用股份、金禾实业等。