行业研究报告题录
制造业--橡胶和塑料制品业(2021年第5期)
(报告加工时间:2021-07-12 -- 2021-08-22)

境外分析报告

  • 全球变革性大趋势医用塑料市场提供动力报告
    Diagnostic and therapeutic medical devices, capital equipment, surgical instruments, and other medical supplies. Orthopedic, dental, cardiovascular, neurological, cosmetic and ophthalmic implants and prosthetics. Packaging Rigid and flexible packaging products for packing medical devices, equipment, instruments, and pharmaceuticals.
  • 全球塑料家具市场报告(2021-2027年)
    Plastic furniture is designed using various types of plastics, including polymers, polyvinyl chloride, and polypropylene. Their prolonged durability and economic nature have made them ideal materials to be used in outdoor settings and for indoor purposes. For the purpose of analysis, the report segments the global plastic market based on type, end user, distribution channel, and region. The report covers the details about various types of plastic furniture preferred by consumers such as kitchen furniture, living & dining room furniture, bathroom furniture, and outdoor furniture. In addition, residential and commercial are the major consumers of plastic furniture. Furthermore, the study outlines the details about the sale of plastic furniture through diversified distribution channels, including modern trade, specialty stores, e-commerce, and direct-to-customers. Moreover, the analysis presented in this section elaborates the attractiveness of each region, including North America, Europe, Asia-Pacific, and LAMEA to identify the lucrative market areas for investment.

投资分析报告

  • 轮胎行业:至暗时刻已过,风景越来越好-深度之十四
    2021 年轮胎原材料价格大幅上涨,而轮胎价格传导相对滞后,因此轮胎企业业绩压力较大。同时,美国需求复苏,国内及东南亚出口增加,但全球集装箱船运力缓慢增长,集装箱“一箱难求”,轮胎出口运输困难且海运成本上升,因此短期内轮胎企业出口压力较大。随着原材料价格回调,我们观测到,轮胎与原材料价差已经触底反弹,轮胎企业的业绩压力开始缓和。且2021 年国内外汽车市场尤其是乘用车对于半钢胎需求尚可,能够支撑轮胎需求,供需情况较为健康。后续海运运力有望好转,这个短期因素也将逐渐解决。我们认为,目前高价原材料、集装箱短缺都是短期影响,后续需求向好,国内轮胎龙头中长期成长逻辑没有变化。
  • 疫情汛情冲击,经济恢复的基础尚不牢固-2021年7月PMI分析
    事件:7 月 31 日,国家统计局发布:6 月中国制造业 PMI 为 50.9%,前值 51.0%;非制造业商务活动指数 53.5%,前值 55.2%。

政策环境报告

  • 中日韩垃圾分类的现状与治理对策
    日本与韩国在垃圾分类与治理方面的工作已开展了几十年,从相关法律法规的制定到政策落实,再到全民普及,目前已形成了较为成熟的体系。我国的垃圾分类处理问题是近些年才得到广泛重视的,政府制定了一系列治理方案并待逐步落实,全国46个试点城市已陆续开展垃圾分类工作。通过研究日韩两国的垃圾分类体系及主要特点,发现我国目前在垃圾治理上存在的问题,找到适合我国国民生活习惯与消费习惯的垃圾分类和处理方法,是当前尤为重要的课题。

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