当前，PTA加工费处于历史低位，同时，原油价格受俄乌冲突影响短期难以回落，PTA价值被低估。因此，即使终端消费不畅，PTA价格也将易涨难跌。

The growing importance of personal hygiene and the maintenance of cleanliness in healthcare settings are the largest drivers for the global antiseptic wipes market. The rising awareness regarding the importance of hand hygiene is majorly driving the demand for antiseptic wipes among individuals. Many new hygiene habits are emerging among individuals that were not present before the COVID-19 pandemic. The COVID-19 pandemic is hence seen as a major driver for antiseptic wipes usage.

Personal protective equipment (PPE) includes various products like gloves, face masks, surgical gowns, and more. There is always a huge demand for PPE materials across the globe due to the developing healthcare infrastructure in developing countries and the increased requirement for safety measures in healthcare setups. In a few cases, the demand for PPEs is due to exceptional factors like disease outbreaks, pandemics, and epidemics. The world is exposed to multiple outbreaks and other disastrous infections. One such event occurred in 2019, which started as a simple respiratory infection, and later spread to more than 190 countries and killed millions of people across the globe. The COVID-19 pandemic is driving the demand for various PPE materials in healthcare settings. An important PPE material that is largely in demand during the pandemic, pre-pandemic, and post-pandemic, is medical face masks. This is one of the most essential materials used in various healthcare settings from hospitals, labs, research centers, ambulatory surgical centers, long-term care facilities, clinics, and more.

Nanofiltration (NF) is a membrane filtration-based process or liquid-separation technology that uses membranes with nanometer-sized pores to remove dissolved contaminants. NF membranes have pore sizes ranging from 1-10 nanometers, which is smaller than membranes used in microfiltration and ultrafiltration. However, the size of NF membranes is larger than RO membranes. NF membranes offer high rejection of multivalent ions (such as calcium) and low rejection of monovalent ions (such as chloride). The nanofiltration technology is used to recycle wastewater due to high flux rates and relatively lower energy consumption than RO technology. In addition, NF is often employed in the manufacturing process for pharmaceuticals, textiles, dairy products, and baked goods.

Plastics have become an inseparable part of modern lifestyle since their formation. Plastics are used for packaging, building and construction, automotive, consumer goods, electronics, and medical devices. To make plastics usable and to increase their processability, plastic additives are required to modify polymer resin. This helps in enhancing several characteristics that manifold the value of plastic materials. Various types of additives such as flame retardants, heat stabilizers, lubricants, and slip additives, blowing agents, antistatic agents, antioxidants, and light stabilizers are used for the modification of polymer resins.

Silicone sealants are employed to seal objects/surfaces that may be exposed to extreme environments, weathering, temperature, or movement for a prolonged period. Sealants are effective solutions that are elastic, flexible, durable, and reliable. Hence, they can be put to application in harsh conditions, ranging from construction, space, electronics, automotive, medical, and packaging. Silicone sealants are composed of silicone as a primary ingredient. The other essential components that provide silicone sealant their inherent properties are polymers, plasticizers, active reinforcing fillers, passive non-reinforcing fillers, cross linkers, and special additives. Silicone sealants based on their specific application can be readily modified using biobased materials. Through the addition of specific additives and fillers, they can be imparted enhanced electrical/thermal conductivity, resistance to fluctuation temperatures, and optical clarity, among others.

Although the raw materials required to manufacture paints and coatings have a relatively smaller margin (approximately 5%), they are extremely important components of the global chemicals industry. The different ingredients used to manufacture paints and coatings include resins, solvents, additives, pigments, and fillers. Resins are the most widely used raw materials as they account for around 49% of the total raw materials by value, followed by pigments and fillers, additives, and solvents. Coating resins are fundamental components of coating raw materials used to formulate paints and coating materials. Also, coating resins are added in small quantities to coating materials to enhance their features during manufacturing, storage, transport, and application.

华融化学（301256.SZ）是国内较早从事氢氧化钾生产的主要企业之一，在固钾市场具备较强的竞争优势。公司2020年实现营业收入9.46亿元，归母净利润1.03亿元。截至3 月2 日，可比公司对2020 年平均PE（LYR）为34.03 倍。

近日乌俄纷争加剧引发市场能源危机担忧，原油价格震荡走高。同时西方多国先后宣布将对俄罗斯采取制裁措施。当前国际地缘政治局面将影响化工行业大宗商品走势。对此，我们进行了简要分析。