1、行业估值指标、景气度指标：化工行业综合景气指数；工业增加值 2、价格指标：PPI\PPIRM\CCPI、价格价差（化工品价格走势及最新历史分位） 3、供给端指标：产能利用率、能耗、固定资产投资、存货、在建工程情况 4、进出口指标：进出口价值贡献度拆分 5、下游行业运行指标：PMI、地产、家电、汽车、纺服 6、行业经济效益指标：三大行业经济效益指标 7、全球宏观和终端市场指标：采购经理指数、GDP同比、民用建筑开工、消费者信心指数、汽车销售 8、全球化工产品价格及价差：化学原料价格及价差、中间产品价格及价差、树脂/纤维子行业价格及价差 9、全球行业经济效益指标：销售额变动、盈利能力、成长能力、偿债能力、营运能力、每股指标 10、欧美地区化工产品价格及生产指标：化工行业景气指标、化工行业信心指数、产能利用率、产量指数、PPI、生产指数。

Super abrasives refer to a class of advanced materials used for precision grinding, cutting, and machining applications. These materials are known for their exceptional hardness, high thermal conductivity, and superior mechanical strength, making them highly effective for demanding industrial processes.

Stearic acid (C17H35CO2H) is a waxy solid saturated fatty acid, which contains 18-carbon chains. It naturally occurs in coconut oil, palm kernel oil, certain animal fats, and the milk of several mammals. It is commercially available in a mixture of either palmitic acid or a small quantity of oleic acid and is used in manufacturing detergents and cosmetics such as shampoos, shaving products, and soaps. The esters of stearic acid with glycol distearate and ethylene glycol create a pearly and soft effect in shampoos, soaps, detergents, and cosmetics products. In addition, stearic acid is also used in niche applications such as fireworks, metal processing and polishing, candles, and lead-acid batteries. Cleansers are manufactured from quaternary alkylammonium derivatives of stearic acids.

Surface treatment chemicals are specialized compounds used to modify the surface properties of materials such as metals, plastics, or glass without altering their core structure. These chemicals enhance characteristics like corrosion resistance, adhesion, wear resistance, and appearance by cleaning, coating, or preparing surfaces for further processing (e.g., painting, plating, or bonding). They play a critical role in industries such as automotive, aerospace, electronics, construction, and manufacturing to improve both the performance and longevity of finished products.

Global Refrigerant Market Size and Share Analysis - Growth Trends and Forecasts (2025 - 2030)

Recyclable elastomers have elastic and rubber-like properties and are suitable for recycling and reuse. Elastomers are viscoelastic polymers, which means they can endure significant elastic deformations and degenerate to their original shape subsequently. These materials are commonly used across various applications, including seals, gaskets, tires, and other products where flexibility and elasticity are essential. Recyclable elastomers are designed to be environmentally friendly, facilitating material recovery and reuse after the initial use. Traditional elastomers pose challenges in recycling because of their complex molecular structures and processing methods..

Styrene-butadiene-styrene (SBS) block copolymers are mainly composed of homopolymerized blocks of butadiene and styrene links. They offer exceptional tensile strength and surface friction coefficient, low￾temperature performance, electric properties, and good workability. SBS block copolymers can be used as a substitute for conventional vulcanized rubber owing to their high viscosity and elasticity. They can also be used as adhesives and sealants because of their tenacious properties.

Silicone fluids are low molecular weight linear polysiloxanes, typically composed of repeating units of dimethylsiloxane. They exhibit excellent thermal stability, low surface tension, and good dielectric properties, making them highly versatile in various applications. These fluids are chemically inert, non-toxic, and resistant to extreme temperatures and oxidation, which makes them ideal for use as lubricants, hydraulic fluids, heat transfer media, and in personal care products as conditioning agents. Due to their hydrophobic nature, they are also widely used in water-repellent coatings and textile treatments. The viscosity of silicone fluids can be adjusted over a broad range, allowing for customization based on specific end-use requirements.

Salt is a mineral compound and is categorized into different types based on extraction and manufacturing processes. Different varieties of salt have multiple industrial applications. Based on type, the global salt market has been segmented into rock salt, brine, solar salt, and others, which include aluminum salt and flake salt.

Super absorbent polymers (SAPs) are advanced materials capable of absorbing and retaining extremely large amounts of liquid relative to their own mass. Commonly made from sodium polyacrylate or other cross-linked polymers, SAPs can hold up to 300-800 times their weight in water. They are widely used in products like diapers, sanitary napkins, adult incontinence products, and medical dressings, as well as in agriculture, horticulture, and industrial applications due to their superior moisture retention and absorption properties.

Xanthates are defined as a group of organosulfur compounds widely used as flotation agents in various industries, such as the mining industry. These compounds, characterized by the general formula ROCS2M (where R is an alkyl group and M is a metal ion such as sodium or potassium), play a crucial role in the beneficiation of minerals. Xanthates are instrumental in the froth flotation process, where they help separate valuable minerals from ore by making the mineral surfaces hydrophobic.

氨纶下游消费主要集中在纺织服装领域，根据百川盈孚数据，2024 年，76%的氨 纶用于生产服装，氨纶全年表观消费量达 102.69 万吨，2020-2024 年表观消费量年复合增速达 9.21%，增速明显高于涤纶长丝、涤纶短纤等主流化纤。根据 Wind 数据，2023 年-2024 年，国内服装鞋帽、针、纺织品类销售额均同比增长，2025 年 1-6 月，服装鞋帽、针、纺织品类累计销售额同比增长 3.10%。服装消费增长，亦带动氨纶需求继续增长。同时氨纶市场容量相对于其他化纤较小，火热单品的 出现能明显拉动氨纶需求。2020 年以来，瑜伽服、防晒服等潮流单品的出现，明显带动氨纶整体需求增长。根据百川盈孚数据，2024 年氨纶出口量达 7.88 万吨，同比增长 13.23%。出口增长明显亦对氨纶需求形成有力支撑。

英伟达 GB300 NVL72 服务器算力进一步提升，液冷散热需求迅速提升。英伟达今年即将发布其专为 AI 推理时代而打 造的 AI 服务器 NVIDIA DGX GB300 NVL72，AI 算力进一步提升，推论效能较 DGX GB200 提升了 1.5 倍。超高的芯片运算能力使得热设计功耗（TDP）进一步提升，传统风冷散热技术热导率较低，难以满足较高 TDP 的散热需求，GB300 服务器采用了完全液冷式机架设计，引领了 AI 服务器液冷的新潮流。AI 服务器液冷散热需求或将伴随 AI 服务器出货量的提升而迅速提升。

根据 Precedence Research 市场预测，从 2023 年至 2030 年，全球人工智能市场有 望实现超过 35%的复合增长率，在全球 AI 需求快速增长的同时，智算中心的机柜功率密度正以远超摩尔定律的速度攀升，这对机房制冷技术提出了更高的要求。传统风冷系统受数据中心建筑面积与单位运营成本等因素的影响散热上限一般为 20kW/柜，越来越难以为继。液冷技术采用液体替代空气作为冷却介质，将液体直接或间接接触发热器件，可使散热效率大幅提升，能够有效满足单点、整机柜、机房的高散热需求。

【魔镜洞察】2024年美妆行业流行趋势洞察

目前生命科学基础前沿研究持续活跃，生物技术革命浪潮席卷全球并加速融入经济社会发展，为人类应对生命健康、气候变化、资源能源安全、粮食安全等重大挑战提供了崭新的解决方案。国家发改委印发 《“十四五”生物经济发展规划》,生物经济万亿赛道呼之欲出。