行业研究报告题录
制造业--化学原料和化学制品制造业(2022年第4期)
(报告加工时间:2022-01-17 -- 2022-02-13)

行业资讯

境外分析报告

  • 全球聚乙烯薄膜市场(2021-2028年)
    The global polyethylene films market is segmented on the basis of technology, type, material, application, and region. By technology, the market is classified into blow film extrusion and cast film extrusion. Depending upon type, the market is classified into stretch films and shrink films. Based on material, the market is divided in low-density polyethylene (LDPE), high-density polyethylene (HDPE), and linear low-density polyethylene (LDPE). Depending on application, it is segregated into food & beverage, agriculture, construction, household, and others. Region wise, it is analyzed across North America, Europe, Asia- Pacific, and LAMEA.
  • 全球改变商用车涂料市场创新商业模式2020年
    This study presents an assessment of the current status and future prospects of the global commercial vehicle coatings market. It takes into account the volume of shipment and revenue generated from commercial vehicle coatings between 2017 and 2027. Revenue us recorded at the manufacturer level. Commercial vehicle coatings in this study are defined as OEM and refinish coatings used on the exterior surfaces of on-road commercial vehicles, such as heavy trucks, buses and coaches, and Light Commercial Vehicles (LCVs).
  • 全球液体皂市场报告(2021-2027年)
    Soaps that are available in liquid form and are generally used for washing utensils; cleaning body parts such as hands, beard, and face; and scrubbing dirty surfaces are known as liquid soaps. These are available in different types as well as sizes that cater to the requirement of the customers. For the purpose of analysis, the liquid soap market is segmented into product type, type, application, Distribution channel, and region. The report covers a detailed analysis of the trends and future estimations, and offers a thorough study of the global market. This report further highlights the key areas of investment. It analyzes government regulations and policies to provide information on the current market trends in different regions and suggests the future growth opportunities. The report covers the overall net value of different products of liquid soap category consumed by various consumers across the globe. 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. In addition, the study features the strategies adopted by key market players to maintain their foothold in the market. Furthermore, it highlights the competitive landscape of the key players to increase their market share and sustain intense competition in the industry.
  • 全球的色母粒市场报告(2020-2025年)
    With changing consumer demand and stringent regulatory policies for an eco-friendly product, the companies are developing novel masterbatches that enable distinguishing different types of polymers with the NIR sorting. Such masterbatches are compatible with a wide range of resins such as polyolefins High-density polyethylene (HDPE), Low-density polyethylene (LDPE), Polypropylene (PP), Polyethylene terephthalate (PET), Polystyrene (PS), and Polyamide (PA). In addition, near-infrared detectable masterbatches can significantly lower the carbon footprint. With NIR detectable masterbatch, black and dark-colored plastic products can be accurately sorted and recycled. NIR detectable masterbatch are predominantly used in home decor, personal care, food and beverage industries, and a wide range of packaging industries. Some of the major players in NIR detectable masterbatch include Clariant, Gabriel Chemie, Ampacet, and Sukano.
  • 全球水资源短缺和循环经济需求推动聚合物膜市场报告
    This study presents an assessment of the global polymeric membranes market in 2020 and evaluates its future prospects. The research aims to evaluate and analyze the demand for polymeric membranes by end-use sector, separation process, and material.
  • 全球碳化硅纤维市场报告(2021-2028年)
    The SiC fiber market is segmented on the basis of phase, application, and region. By phase, the market is classified into crystalline and amorphous. Depending on application, it is segregated into aerospace & defense, energy & power, industrial, and others. Region wise, it is analyzed across North America, Europe, Asia-Pacific, and LAMEA. The report covers the strategies adopted by key players in the market to sustain the competitive environment and increase their market share. The key players operating in the global market include American Elements, BJS Ceramics GmbH, Free Form Fiber LLC, GE Aviation, Haydale Technologies Inc., NGS Advanced Fiber Co., Ltd., Nippon Carbon Co., Ltd., Saint Gobain, SGL Carbon SE, and UBE Industries Ltd.
  • 全球三甲基氢醌市场机会分析和行业预测(2021-2028年)
    Trimethylhydroquinone (TMHQ is also known as 2,3,5-trimethylhydroquinone. It can be utilized in the manufacturing of pigments, dyes, antioxidants, and others. However, the important application of TMHQ is as an intermediate in the industrial manufacturing of vitamin E. Vitamin E has significant importance in food manufacturing, cattle breeding, and medicine due to which there is rising interest in the methods for the preparation of 2,3,5-trimethylhydroquinone. For the purpose of analysis, the report segments the trimethylhydroquinone market based on type, application, and region. The report provides details about various applications of trimethylhydroquinone available in the market. The applications covered in the study include dyes, drug production, synthesis of Vitamin E, and others.

投资分析报告

  • 新股精要国内特种催化剂龙头中触媒-IPO专题
    中触媒(688267.SH)是国内特种催化剂龙头,欧六等标准落地带动公司移动源脱硝分子筛业绩爆发,公司在研项目储备丰富,后续增长动力强劲。公司2020年实现营业收入4.06 亿元,归母净利润0.92 亿元。截至1 月24 日,可比公司对应2020 年平均PE(LYR)为60.64 倍。
  • 化妆品及医美行业:2021年化妆品销售增速持续领跑
    2021 年社会消费品零售总额达到4.4 万亿元,同比增长12.5%,社零情况稳步恢复。化妆品板块全年稳定高增长,累计同比增长14.0%,线上快速增长为化妆品行业持续高景气的关键因素,尤其在抖音平台销售拉动显著。
  • 氢能革命,星辰大海-产业趋势研究系列报告二
    发展氢能是中国21 世纪能源战略的重要一环,也是实现“3060”双碳目标的必经之路,“十四五”规划明确了中国氢能的发展方向和战略目标,政策继续加码预期会推动氢能渗透率持续提升。回顾中国新能源的发展史,我们认为氢能目前所处的时间点类似于2010 年锂电爆发的前夜,未来中国有望在氢能领域继续复制锂电产业链成功的路径,踏上清洁能源革命的新台阶。
  • 化工行业:TDI淡季不淡或迎景气,锂电材料价格持续上涨
    TDI 价格持续走高,供需趋紧有望持续上涨。供给方面,根据百川与隆众资讯,本周烟台巨力3+5 万吨装置停车检修,万华福建TDI 装置重启但产出不稳定,甘肃银光装置继续停车检修,其他工厂均正常运行,本周TDI 行业开工率约78.68%,较上周环比持平。
  • 美妆及商业行业:医美产业链观察,再生材料、终端与监管-双周报
    12 月社零数据低迷、年初以来各地零星疫情使市场对 1 季度消费充满悲观情绪,促使高估值个股继续回调,而低估值个股亦受到担忧情绪影响出现回落。春节前后,预计各地防疫仍处从严状态,短期内美妆/医美/超市等缺少基本面亮点和催化剂,预计将呈现震荡或小幅回调状态;珠宝子板块因节日因素、黄金饰品销售良好等原因,春节前后表现或优于其他子板块。
  • 美容护理社服零售行业:持续跟踪疫情复苏态势,重点关注龙头成长-月度报告
    1)医美:政策红利下龙头企业加速海南布局,行业供给持续优化;2)化妆品:大盘12 月增速承压,功效护肤时代下行业发展以产品驱动为核心;3)免税:元旦假期离岛免税热度延续,新店开业+国内疫情企稳预期驱动边际增长;4)餐饮:中长期连锁化发展趋势不变;5)酒店/旅游:疫情反复抑制居民元旦出行意愿,当下可围绕成长预期较高的企业布局。
  • 机械设备行业:物理&化学类检测的特征探讨-深度分析
    检测认证服务可大致划分为偏物理类检测和偏化学类检测两大领域。由于检测流程和产品的区别,物理和化学检测在成本结构、客户特征、服务半径、管理模式等方面有所差异,形成了扩展与转型的壁垒。物理类检测主要利用设备测试产品的物理性能和参数,以判断产品的耐用性、精确度、抗扰度等指标,典型领域包括建筑、电子电器、设备、机械、电力等。化学类检测主要是对物品所含化学成分的浓度、活性等指标进行检定。
  • 国际油价突破80美元每桶关口,煤炭价格继续回落-固收高频数据双周报
    上游:(1)国际油价继续上行突破 80 美元/桶关口,2022 年首周,国际 油价涨势明显,主要是受到地缘政治不确定性和原油供给收缩的影响。 (2)煤炭价格回落,核心来源于国内动力煤供需错配:供给方面,去年 底部分检修的煤矿在近期陆续复产,供给较前期有所增加;需求方面, 当前国内下游电厂的库存较为充足,终端采购积极性不强,而且春节临 近,企业陆续停产放假,下游非电行业的需求也有所转弱。
  • 化工行业:PVDF深度报告,锂电助推高景气,一体化最受益-新能源材料系列之三
    PVDF具优异的化学稳定性、耐候性、粘结性,广泛应用于氟碳涂料、注塑、锂电、光伏背板以及水处理等领域。其中锂电是下游发展最快领域,PVDF主要作为正极粘结剂,伴随新能源汽车、储能及消费电子高速发展,需求持续提升;同时,PVDF作为光伏主要背板膜,受益光伏整体装机量快速增长,需求也稳步提升。据我们测算,2021年PVDF总需求达6.0万吨,参考2021年各品类均价19.5万元/吨,对应市场规模117亿元;到2025年PVDF总需求将达13.4万吨,对应市场规模261亿元,年均增速22%。

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