行业研究报告题录
制造业--化学纤维制造业(2022年第5期)
(报告加工时间:2022-05-05 -- 2022-06-05)

境外分析报告

  • 全球口罩市场预测报告(2021-2027年)
    The report covers the detailed analysis of the trends, future estimations, and a thorough study of the global face mask market on the basis of type, material, nature, and distribution channel. It analyzes government regulations, policies, and patents to provide information on the current market trends and suggests future growth opportunities globally. Furthermore, the study highlights Porter’s five forces analysis to determine the factors affecting the market growth. These factors include raw material prices, intense competition, end users, manufacturers, and suppliers. To understand the market, drivers, restraints, and opportunities are explained in the report. Furthermore, it includes the revenue generated from the sales of face mask across North America, Europe, Asia-Pacific, and LAMEA.
  • 全球工业胶粘剂和密封剂的增长机会
    Imaging CRO: An imaging contract research organization also known as iCRO is an organization that provides medical imaging services during the process of drug development. Imaging CROs are the CROs dedicated to providing imaging trials services for different indications. These CROs also act as a third-party or outsourcing body when working in collaboration with another CRO that does not offer imaging trial services. Such organizations provide services to pharma, biotech, and medical device companies based on their own or their consumers' designs, formulas, and specifications.

投资分析报告

  • 基础材料行业:21年周期品高景气,22Q1景气渐弱-专题研究
    21 年伴随国内外经济复苏,化工行业总体需求向好,供给端企业投资意愿回升,但实际新增产能受限于能耗双控有所推迟,供需格局良好。21 年化工板块(根据华泰化工组分类)446 家上市企业营收/净利润84725/4518 亿元,yoy+33/+128%,净利率5.3%(yoy+2.2pct )。22Q1 营收/净利润24153/1440 亿元,yoy+33/+28%,净利率6.0%(yoy-0.2pct)。我们认为21 年化工周期品整体高景气,下游制品略有承压,而22Q1 需求增速回落,油气高价下整体价差收缩、景气渐弱,碳中和下资本开支主要来自行业龙头,一体化企业相对具备竞争优势,下游制品及精细化工正处于景气底部。
  • 橡胶行业:乘新能源之风,中国轮胎制造大机遇-深度研究
    新能源汽车更像消费电子产品,新能源汽车产业链正在落地中国。新能源汽车处在技术快速更迭期,发展模式有望学习消费电子产业。头部汽车厂商如大众、宝马、戴姆勒、丰田、通用、现代等车企纷纷在中国布局新能源汽车产能,目前已规划50 余款EV、PHEV 车型。
  • 国防军工行业:航空装备深度报告,碳纤维-深度报告
    轻质高强“黑色黄金”,军民领域应用大放异彩。碳纤维是一种含碳量高于90%的无机纤维,有着轻质高强的力学性能,具备耐高温、耐腐蚀、导电导热性好等优良性质,被称为新材料之王,也被称为“黑色黄金”。聚丙烯腈(PAN)基碳纤维力学性能优良、应用领域广泛,是当今碳纤维中的主要产品,产量占全球所有碳纤维总产量的90%以上。

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