需求边际修复推动供求关系改善，叠加价格水平降幅收窄，7 月工业企业营收企稳、利润延续回升。2023 年 1-7 月工业企业营收累计同比为-0.5%，当月同比为-1.4%、较前值改善了 1.9 个百分点；利润总额累计同比为-15.5%，年初以来持续回升，当月同比则改善了 1.6 个百分点至-6.7%。

Equipment Type: Liquid-tight flexible conduit fittings Industry: Wiring device manufacturing The equipment 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 equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment 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

工业和信息化部、国家发展改革委 、财政部、生态环境部 、商务部、应急 管理部、中华全国供销合作总社等七部门近日联合印发《石化化工行业稳增 长工作方案》，提出 2023—2024 年，石化化工行业稳增长的主要目标是：行业保持平稳增长，年均工业增加值增速 5% 左右。2024 年，石化化工行业 （不含油气开采）主营业务收入达 15 万亿元，乙烯产量超过 5000 万吨，化肥产量（折纯量）稳定在 5500 万吨左右。

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%。