行业研究报告题录
制造业--橡胶和塑料制品业(2021年第2期)
(报告加工时间:2021-01-25 -- 2021-04-18)

境外分析报告

  • 全球医用塑料市场报告(2020-2027年)
    Medical plastics are polymeric material that can be molded into any shape. They are generally made from thermoplastic materials. After thermoplastics are heated, they can be easily molded. Medical grade plastics are temperature and chemical resistant. This study provides information on use of medical plastics in various enduse industries in India. The study is segmented on the basis of type and application. The study mostly deals with the applications of medical plastics in disposables, drug delivery devices, diagnostic instruments, catheters, and surgical instruments. In addition, the report also includes key drivers, restraints, and opportunities in the market. The global medical plastics market analysis covers in-depth information about major industry participants. Some of the major players in the market include Arkema S.A., Basf SE, Celanese Corporation, Solvay SA, Covestro AG, and Sabic.
  • 全球橡胶手套市场展望预测(2021-2026年)
    The demand for PPE equipment has surged over the last decade, especially in hazardous workplaces such as construction, automotive, and oil and gas industries. Work and job sites often have many chemicals, substances, or materials that can cause skin damage and/or provoke allergic reactions. Some toxic chemicals can also get absorbed into the skin and enter the bloodstream, thereby causing skin damage, irritation, and other health issues due to extreme heat. In chemical and laboratory works, contact with toxic substances can cause skin contamination and can lead to infections, allergies, and other complications. This has increased the preference for safety gloves that can be either disposable or reusable. Safety gloves form a crucial component of safety apparel that can limit the probability of accidents and fatal injuries. Disposable gloves are also considered safe and effective as they have to be disposed of after single use, as opposed to reusable gloves, wherein bacteria and toxins can remain in case of improper washing. With over 60% of the market being concentrated in North America and Europe, APAC is estimated to be the fastestgrowing market for rubber gloves owing to the rising awareness and growth in per capita consumption in developing economies.

投资分析报告

  • 轮胎行业:海外轮胎企业2020年度业绩总结-跟踪之六
    全球轮胎市场需求于2020年下半年回暖。疫情冲击下2020年全球轮胎总销量15.77亿条,同比下滑11.7%。其中配套市场和替换市场分别实现3.99亿条和11.78亿条,同比分别下滑14.7%和10.6%。下滑幅度在下半年疫情得到一定程度的控制后收窄。2020年下半年全球轮胎销量回升至9.06亿条,环比增长35%,与2019年同期基本持平。
  • 化工行业:京东方柔性折叠OLED出货仅次于三星,中芯国际153_亿扩产12英寸晶圆
    上周化工新材料指数跑赢创业板指,截至2021 年3 月21 日,化工新材料指数收1025 点,较此前的1030 点下跌0.42%,跑赢同期创业板指的下跌3.09%。
  • PVC糊树脂行业:PVC糊树脂价格超预期,需求拉动景气有望持续
    聚氯乙烯(PVC)是由氯乙烯单体(VCM)聚合而成的一种常用热塑性塑料,2020 年国内PVC 产能2712 万吨/年,产量约2281 万吨,开工率在82%左右。PVC 糊树脂分为大盘料与手套料,受到疫情带动的PVC 手套需求,2020 年三季度糊树脂手套料价格由8500 元/吨大幅上涨至25000 元/吨,截至2021 年1月底,手套料市场报价仍在24160 元/吨左右,超出市场预期。第一,我们认为PVC 糊树脂手套料下游市场需求饱满,2021 年上半年新增产能只有7 万吨,供需依旧紧平衡。第二,我们认为糊树脂手套料成本占比低,下游对于原材料涨价接受度较高,手套料景气度有望持续。

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