Acrylic resin is used in applications such as painting, coatings, and sealing to protect surfaces of buildings, automotive, electronics, and consumer goods from environmental hazards. The report focuses on various solvent-based and water-based acrylic resins and their applications in end-use industries, which include building & construction, automotive, and consumer goods. Moreover, the report analyzes current market trends of acrylic resins in different regions and suggests future growth opportunities by analyzing government regulations & policies.

The global additives market is segmented on the basis of product type, end-use, and region. By product type, the market is classified into plastic additives, food additives, construction additives, lubricant additives, fuel additives, coating additives, agrochemical additives, medicated feed additives, and others. Depending on enduse, it is segregated into packaging, food & beverages, building & construction, chemical, automotive, aerospace, animal husbandry, and others. Region-wise, it is analyzed across North America, Europe, Asia-Pacific, and LAMEA.

The report focuses on various polymer foams and the major applications including building & construction, transport, packaging, and furniture. It analyzes the current market trends of polymer foam, and related products in different geographies and suggests the future growth opportunities for key market players. In addition, it highlights numerous factors that influence the growth of the global market such as key drivers, restraints, growth opportunities, and the role of different key players. Market segmentation based on type of polymer foam such as polyurethane, polypropylene, and polyethylene is also included, along with the quantitative data in terms of both value and volume.

新材料指数下跌3.69%，表现强于创业板指。OLED 材料跌7.04%，半导体材料跌3.63%，膜材料跌5.98%，添加剂跌2.74%，碳纤维跌4.33%，尾气治理跌6.26%。涨幅前五为广信材料、*ST 乐材、永太科技、昊华科技、皇马科技；跌幅前五为裕兴股份、新纶科技、碳元科技、瑞联新材、光华科技。

水泥需求淡季延续，景气修复在望；玻璃7月工序两旺延续，抓紧8月盘整期，中长期供需格局不改；钢铁供给持续收缩，看好板块盈利稳步上升

今年7 月欧洲的SUP 禁塑令中禁止使用有氧降解塑料，却重点支持再生塑料，引起市场反思。从功能性、碳排放、可持续意义等多方面看，再生塑料都具有更明显的优势。国内虽然目前还没有强制要求，但较早就已有政策关注。提出的思路与欧洲基本一致，即废塑料的循环利用需遵循“减量化、再利用、资源化”的3R 原则，要求废塑料首先进行同级再生，无法同级再生的进行降级再生利用。在国内双碳目标确立的背景下，我们预计很快会推出针对再生塑料的产业发展政策。

随着纯碱行业供需格局改善，景气度持续向好，纯碱价格中枢有望维持高位，相关企业的高盈利状态将持续。我们建议关注以下公司：远兴能源(目前拥有天然碱权益产能147 万吨，成本优势显著，未来布局780 万吨天然碱产能)；和邦生物（联碱法产能128 万吨，自配天然气和盐矿，氯化铵价格上行，联碱法盈利进一步突出）等

下游需求推动产业升级和革新，行业迈入高速发展期。随着高新技术不断突破，下游需求向高标准、高性能材料迁移，推动高端制造升级的同时，有望带动产业快速发展。从产业协同布局方面考量，我们重点推荐新材料平台型公司国瓷材料。