4 月份，化工行业运行有所回暖，工业增加值增速升至与上年末持平；行业销售收入和利润均继续增长，增速较 1 季度有所加快；1～4 月，化学原料和化学制品制造业工业增加值同比增长 3.7%；行业投资连续两个月出现小幅降低，1～4 月化学原料和化学制品制造业固定资产投资同比下降 0.3%；化工产品价格高位回升，4 月份化学原料及化学制品制造业出厂价格指数为 106.2 点，涨幅比上月扩大 1.0 点。

We have estimated the plastic additives market by segmenting it on three levels including function, product and region. On the basis of function, the market is segmented as property modifiers, property extenders, property stabilizers and processing aids. On the basis of product, the market is segmented into plasticizers, flame retardants, impact modifiers, antioxidants, antimicrobials and UV stabilizers among others such as antiozonants, coupling agents and antistatic agents. On the basis of region, the global market is segmented as North America, Europe, Asia Pacific and RoW.

Thermal interface market has been segmented based on products, applications and regions. Key products include tapes and films, elastomeric pads, greases and adhesives, phase change materials, metal based TIMs. These types of products are available in the form of tapes, conductive acrylic interface pad, conductive greases, cooling filter agglomerates, release coating. Key application segments include, telecom, computer, medical devices, industrial machinery, consumer durables and automotive applications.

Waxes are a combination of hydrophobic organic materials, which at a temperature of 20°C change into solid state. Waxes begin to melt at temperature higher than 40°C up to 140°C. The solubility and steadiness of waxes are dependent on temperature and chemical composition. Waxes are produced from ingredients such as honeybee, palm, soy, bayberries, rice bran oil, sunflower oil, sheep, whale, and petroleum. The report highlights different factors that impact the growth of the global market such as key drivers, restraints, growth opportunities, and the role of different key players.

The metallic stearates are defined as the metal salts of an 18-carbon chain fatty acid stearic acid. The global metallic stearates market has been segmented based on product, application, and region. In terms of product, the market has been categorized into five major segments, including zinc stearate, calcium stearate, aluminum stearate, magnesium stearate, and others. Zinc stearate is produced using Zn-salts such as ZnO, ZnCl2, and ZnSO4. Oxides, hydroxides, sulfate, and chloride salts of aluminum, magnesium, and calcium react with stearic acid to produce the respective salts. The others product scope includes nickel stearate, copper stearate, lithium stearate, and sodium stearate.

国内地炼快速发展，2020年地炼产能将达2.3亿吨/年、全球石化行业景气度提振带动海外国家扩产能需求，石化行业固投亦有望提速，预计2018-20年中国化学石化收入200/248/283亿。

新版《农药管理规定》推升龙头市场份额，重点推荐诺普信。江苏环保政策调整，农药及染料行业影响大，推荐扬农化工和利尔化学；关注浙江龙盛、闰土股份。本周原油价格回调但全年高位运行，推荐涤纶长丝（桐昆股份）、煤化工（华鲁恒升、鲁西化工）、双星新材（聚酯膜供需反转）。有机硅持续涨价，推荐新安股份。聚碳酸酯进口替代空间大，推荐浙江交科。氟化工高景气，推荐低估值东岳集团。长期看好新和成。看好国产化率加速推进的电子化学品公司，推荐鼎龙股份，万润股份，关注飞凯材料。

根据中央环保督察组安排，6 个督察组将于近日陆续实施督查进驻，分别负责对河北、河南、内蒙古、宁夏、黑龙江、江苏、江西、广东、广西、云南等省（自治区）开展“回头看”督查进驻，重点督查整改方案中重点环境问题具体进展情况，重点检查列入督查整改方案的重大生态环境问题及其查处、整治情况。

2017 年我国集成电路市场规模达到 1.67万亿元，同比增长 17.5%，但是国内集成电路市场主要依赖进口，进口额达到 2601 亿美元，贸易逆差达到 1932 亿美元。作为使用最为普遍的一种高端通用芯片，存储器在集成电路细分市场中规模居首。

目前全球丙烯产能约 1.26 亿吨，表观需求约 1 亿吨，其中 60%以上需求来自于聚丙烯。2017 年全球乙烯的生产原料中石脑油路线占 47%，乙烷路线占 35%；根据 S&P 数据，2027 年石脑油的路线占比将会下降到 44%，而乙烷路线将会上升到 38.5%。美国在 2017 年是迎来第一波的乙烯投产高峰，产能均以乙烷为裂解原料，对应的丙烯产量极少。同时，这些产能的投产有可能会冲击全球，尤其是高成本端如西北欧、日本的以石脑油为裂解原料的装置负荷。