行业研究报告题录
制造业--化学原料和化学制品制造业(2022年第26期)
(报告加工时间:2022-09-27 -- 2022-10-09)

行业资讯

境外分析报告

  • 全球肥料和氮化合物行业报告到2026年
    This class includes: Manufacture of fertilizers: Straight or complex nitrogenous, phosphatic or potassic fertilizers Urea, crude natural phosphates and crude natural potassium salts Manufacture of associated nitrogen products: Nitric and sulphonitric acids, ammonia, ammonium chloride, ammonium carbonate, nitrites and nitrates of potassium Manufacture of potting soil with peat as main constituent Manufacture of potting soil mixtures of natural soil, sand, clays and minerals
  • 全球油漆清漆印刷油墨和胶粘剂行业报告到2026年
    Manufacture of paints and varnishes, enamels or lacquers Manufacture of prepared pigments and dyes, opacifiers and colours Manufacture of vitrifiable enamels and glazes and engobes and similar preparations Manufacture of mastics Manufacture of caulking compounds and similar non-refractory filling or surfacing preparations Manufacture of organic composite solvents and thinners Manufacture of prepared paint or varnish removers Manufacture of printing ink
  • 全球水泥石灰和石膏行业报告(到2026年)
    This data equals output data for the following ISIC Rev. 4 code: 2394 Manufacture of Cement, Lime and Plaster This class includes: Manufacture of clinkers and hydraulic cements, including Portland, aluminous cement, slag cement and superphosphate cements Manufacture of quicklime, slaked lime and hydraulic lime Manufacture of plasters of calcined gypsum or calcined sulphate Manufacture of calcined dolomite This class excludes: Manufacture of refractory mortars, concrete etc., see ISIC Code - 2391 Manufacture of articles of cement, see ISIC Code - 2395 Manufacture of articles of plaster, see ISIC Code - 2395 Manufacture of ready-mixed and dry-mix concrete and mortars
  • 全球制药药用化学和植物产品行业报告(到2026年)
    Manufacture of medicinal active substances to be used for their pharmacological properties in the manufacture of medicaments: antibiotics, basic vitamins, salicylic and O-acetylsalicylic acids etc. Processing of blood Manufacture of medicaments: Antisera and other blood fractions Vaccines Diverse medicaments, including homeopathic preparations Manufacture of chemical contraceptive products for external use and hormonal contraceptive medicaments
  • 全球玻璃和玻璃制品行业报告到2026年
    This class includes: Manufacture of flat glass, including wired, coloured or tinted flat glass Manufacture of toughened or laminated flat glass Manufacture of glass in rods or tubes Manufacture of glass paving blocks Manufacture of glass mirrors Manufacture of multiple-walled insulating units of glass Manufacture of bottles and other containers of glass or crystal Manufacture of drinking glasses and other domestic glass or crystal articles Manufacture of glass fibres, including glass wool and non-woven products thereof Manufacture of laboratory, hygienic or pharmaceutical glassware Manufacture of clock or watch glasses, optical glass and optical elements not optically worked Manufacture of glassware used in imitation jewellery Manufacture of glass insulators and glass insulating fittings Manufacture of glass envelopes for lamps Manufacture of glass figurines
  • 全球基础化学品行业报告到2026年
    This data equals output data for the following ISIC Rev. 4 code: 2011 Manufacture of Basic Chemicals This class includes: Manufacture of liquefied or compressed inorganic industrial or medical gases: Elemental gases Liquid or compressed air Refrigerant gases Mixed industrial gases Inert gases such as carbon dioxide Isolating gases Manufacture of dyes and pigments from any source in basic form or as concentrate Manufacture of chemical elements Manufacture of inorganic acids except nitric acid Manufacture of alkalis, lyes and other inorganic bases except ammonia Manufacture of other inorganic compounds Manufacture of basic organic chemicals: Acyclic hydrocarbons, saturated and unsaturated Cyclic hydrocarbons, saturated and unsaturated Acyclic and cyclic alcohols Mono- and polycarboxylic acids, including acetic acid Other oxygen-function compounds, including aldehydes, ketones, quinones and dual or poly oxygen-function compounds Synthetic glycerol Nitrogen-function organic compounds, including amines Fermentation of sugarcane, corn or similar to produce alcohol and esters Other organic compounds, including wood distillation products (e.g. charcoal) etc. Manufacture of distilled water Manufacture of synthetic aromatic products

投资分析报告

  • 玻纤行业:国内价格承压,出口回落,风电、汽车等内需有望回暖-月报2022年8月
    粗纱价格持续下跌,细纱价格历史新低。截止9 月23 日,粗纱方面,无碱玻璃纤维纱均价4483 元/吨,月度涨幅-717 元/吨;中碱玻璃纤维纱均价5450 元/吨,月度涨幅为-450 元/吨;直接纱均价4050 元/吨,月度涨幅为-650 元/吨。
  • 快速增长的电解液优质品种-宙邦转债投资价值分析
    宙邦转债(评级AA、发行规模19.70 亿元)下修条款严格,为“15/30,80%”,债底保护较好,预计目前平价下其上市首日获得的转股溢价率在32%-36%区间内,价格为127-132 元。在配售45%的假设下宙邦转债留给市场的规模为10.84 亿元,测算中签率0.0105%。建议参与打新。公司过去实现了极强的业持不错的增速。
  • 钠离子行业:钠电池技术进步明显,23年开始产业化元年-深度报告
    钠电规模化后具备明显成本优势,近两年技术进步显著,在储能、低端动力领域应用空间较大。锂电池性能优异一直是主导的电池体系,但21年中以来碳酸锂价格飙升,锂电池成本大幅提升,给产业链带来压力,从而企业寻求新材料体系进行突破,钠电池因为天然的成本优势而成为首选,大规模量产后成本有望降低至0.5元/wh(pack),相较于10万/吨碳酸锂下的磷酸铁锂电池仍具成本优势。

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