成长股：1）看好新材料领域的功能膜和高端 PU 革，推荐道明光学（002632）和安利股份（300218），2）聚焦涤纶工业丝，启动二次腾飞，推荐海利得（002206）， 3）从传统的改性塑料向苹果产业链和 3D 打印领域布局，看好银禧科技（300221）， 4）传统制造业积极规划电子商务和打造供应链金融体系，看好金发科技（600143）， 5）高端定制正从欧美转移到国内，雅本化学（300261）和联化科技（002250）最为受益，6）ACM替代 CPE，销量成倍提升，推荐日科化学（300214）。

目前化工行业处于传统淡季，近期化工品价格整体稳中偏弱。经历前期大幅波动后，我们预计化工板块未来将进入“精细化投资”阶段，个股之间将呈分化格局，对于蓝筹和成长股业绩增长的确定性、对于创新型和转型公司相关创新和转型业务落实推进的可靠性将成为投资者的关注重点。

全球轮胎行业格局较稳定，增速放缓。原材料价格预计维持低位。

The idea of condoms and their usage is not new. They have been in existence for four centuries. Condoms are widely recommended and used for preventing pregnancy, STDs, and STIs. APAC is one of the fastest growing condom markets due to a need to control the population boom in many countries of the region. Efforts are being made by both commercial companies and governmental bodies for education in safe sex and promotion of the correct usage of condoms. This is the major reason for governmental distribution of free samples of condoms in some countries in Africa as well as in countries such as China, India, and Vietnam.

Yoga practice originated in India and is a system of over 5,000 years old that helps in reducing weight, gaining strength, increasing flexibility, and reducing stress. During the 1970s, yoga evolved in the US and the fitness industry witnessed significant growth. Since then, many people in North America have shown interest in fitness and yoga. Hath yoga is the most popular form of yoga in North America. In 2014, the number of people in the US practicing yoga reached 15.28 million, and a 20% annual increase is being witnessed in the number of persons practicing yoga. Immigration of Indians in Canada is also making yoga popular in the country. In 2011, as per the National Household Survey, 1.26 million Indians lived in Canada and accounted for 3.8% of the total population. In 2014, the population in Canada practicing yoga accounted for 9%. Yoga and exercise mats provide safety from sliding and injury while practicing the exercises and yoga. These yoga and exercise mats are available in various shapes, sizes, and raw materials depending upon the purpose of use.