Material Type: Starch vegetable adhesives Industry: Adhesive manufacturing The Material described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the Material from other similar Material. The Material descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each Material is categorized. The U.S. Census manufacturing industry descriptions for Material are listed below:

Material Type: Sheet-fed packaging inks Industry: Printing ink manufacturing The Material described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the Material from other similar Material. The Material descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each Material is categorized. The U.S. Census manufacturing industry descriptions for Material are listed below

Material Type: Veterinary parasiticides, external Industry: Pharmaceutical and medicine manufacturing The Material described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the Material from other similar Material. The Material descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each Material is categorized. The U.S. Census manufacturing industry descriptions for Material are listed below

Material Type: Shoe polishes and cleaners Industry: Soap and cleaning compound manufacturing The Material described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the Material from other similar Material. The Material descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each Material is categorized. The U.S. Census manufacturing industry descriptions for Material are listed below

Material Type: Polyester fiber salable waste Industry: Artificial and synthetic fibers and filaments manufacturing The Material described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the Material from other similar Material. The Material descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each Material is categorized. The U.S. Census manufacturing industry descriptions for Material are listed below

Material Type: Screen printing inks Industry: Printing ink manufacturing The Material described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the Material from other similar Material. The Material descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each Material is categorized. The U.S. Census manufacturing industry descriptions for Material are listed below

Material Type: Sodium chlorate (Basis - 100%, NaClO3) Industry: Other basic inorganic chemical manufacturing The Material described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the Material from other similar Material. The Material descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each Material is categorized. The U.S. Census manufacturing industry descriptions for Material are listed below

Material Type: Sodium sulfite (Basis - 100%, Na2SO3) Industry: Other basic inorganic chemical manufacturing The Material described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the Material from other similar Material. The Material descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each Material is categorized. The U.S. Census manufacturing industry descriptions for Material are listed below

Material Type: Sheet-fed packaging inks Industry: Printing ink manufacturing The Material described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the Material from other similar Material. The Material descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each Material is categorized. The U.S. Census manufacturing industry descriptions for Material are listed below

Material Type: Personal insect repellents, aerosols Industry: Pesticide and other agricultural chemical manufacturing The Material described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the Material from other similar Material. The Material descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each Material is categorized. The U.S. Census manufacturing industry descriptions for Material are listed below

多肽化妆品原料领军企业，深耕医药多肽自主研发创新。公司成立于2015年，依托全球领先的全固相合成多肽开发与生产工艺，从事多肽化妆品原料和多肽医药产品及相关服务的研发、生产及销售业务。2020-2022年，在多肽化妆品原料与多肽医药的双轮驱动下，公司业绩持续高增，22年营收同比增49.06%至2.13亿元，归母净利同比增86.11%至0.72亿元。 

中国彩妆行业规模增长稳健，人均消费仍有空间，国货发展迅速。产品上， 彩妆产品本土化、高端化趋势显著，子品类的发展趋势存在差别。渠道上， 电商渠道高增，彩妆集合店等新渠道蓬勃发展。营销上，行业龙头公司注重 线上营销，公域+私域推动流量转化，个人IP、粉丝经济助力产品销售。

COC (环烯烃聚合物) 是具有紫外可见区高透明度等优良的光学性能、低吸水性以及生物相容性等，目前主要用于光学镜头材料及医药包材，目前全球市场需求为 8-9万吃/年，中国需求在 2.1 万吃年，我们预计到 2025 年国内需求有望提升至 4.2 万吃，CAGR 高达18.9%。

本周草甘膦市场走强，价格持续拉涨。截止到本周四（7月13日），95%草甘膦原粉市场均价为 29291 元/吨，较 7 月 6 日上涨 2000 元/吨，涨幅 7.33%。本周多重利好消息影响下，国内尿素市场价格强势上涨。截至本周四（7月13日），尿素市场均价为 2293 元/吨，较上周四（7月6日）均价上调 101 元/吨，涨幅 4.61%，国际尿素价格强势反弹带动国内出口预期向好，同时叠加期货价格一路飙涨助力，现货价格涨幅才得以放大，目前工厂预收订单少则一周，多则一月，待发量充足，库存低位，挺价意愿较强。

气凝胶是一种隔热性能优异的纳米级多孔固态材料，具有耐高低温、密度低、绝缘性强等优异性能。气凝胶因其独特的网络骨架结构具有优秀的隔热性，与其他隔热材料相比具有极低的导热系数和较小的密度，可在节省空间的同时提高热效率，是优秀的隔热材料。随着各国对低碳环保领域的重视，节能新材料开始受到关注，气凝胶作为优秀的节能隔热材料也受到广泛关注同时随着新能源汽车市场的快速发展，电池安全性成为关键问题，气凝胶具有超强的阿热性，能够提高新能源汽车的安全性，气凝胶市场在新能源汽车快速发展的带动下也将加速扩张。本篇报告主要回答气凝胶领域近期关注的问题。

进入2023年以来，国内制造业需求较2022年末有所复苏。展望2023年下半年，我们认为，伴随着国内经济形势的改善预期，叠加地产预期的边际改善，国内制造业需求有望逐步复苏，将有效支撑上游化工品的需求。

当前诸多的积极因素已经出现: 第一、整体化工产品的价格底部初现;第二、成本端的压力已经大幅减轻，化工品价差出现普遍的改善:第三、国内政策刺激叠加补库助推需求向好;第四、新版节能降碳使得供给端产能存在明显收缩的可能。

化妆品原料加速获批，创新原料或成为国货品牌突围的路 径之一。2023 年化妆品新原料备案势头强劲。自 2021 年 5 月 1 日《化妆品新原料注册备案资料管理规定》实施以来，新原料获批速度不断加快。国家药监局化妆品原料备案信息系统显示，2021 年下半年共有6 款新原料完成备案，2022 年全年获批的新原料数量增长至 42 个，2023 年 1 月 1 日至今国家药监局化妆品原料备案信息栏已新增 27 条备案信息。在新规和市场需求的双重驱动下，本土企业加速化妆品原料的研发和布局，从新原料的备案信息中可以发现，植物原料、多肽原料或是本土化妆品原料企业发力的突破口。

2023H1 社会消费品零售总额 227588 亿元，同比+8.2%。6 月社会消费品零售总额同比+3.1%，环比+0.23%，前值 12.7%，增速有所回落。根据文旅部数据，端午期间全国国内旅游出游1.06 亿人次，同比+32.3%，按可比口径恢复至 2019 年同期的 112.8%；实现国内旅游收入373.10亿元，同比+44.5%，按可比口径恢复至2019年同期的94.9%，端午消费平稳复苏，消费潜力仍待激发。