行业研究报告题录
制造业--化学原料和化学制品制造业(2025年第6期)
(报告加工时间:2025-03-17 -- 2025-03-23)

境外分析报告

  • 全球氯化钙 (cacl2) 市场报告(2025-2029年)
    Calcium chloride (Cacl2) is crystalline, flaky, white, and highly soluble in water. It is an anhydrous compound that is hygroscopic. Owing to its water absorbent properties, it is used to dry gases by passing them through it. In oil and gas industry applications, calcium chloride is used to melt ice on roads, to control dust, as a preservative in foods, and in brine for refrigeration.
  • 全球着色剂市场报告(2025-2029年)
    Colorants are pigments, dyes, and other substances that are added or applied to different products to change their color. Colorants are used in various applications such as food, printing, and packaging.
  • 全球漂白剂市场报告(2025-2029年)
    Bleach is any chemical product used in the industrial or household sectors to remove the color from fabrics or fibers or to clean or kill germs from food handling equipment or food.
  • 全球蜡烛市场报告(2025-2029年)
    A candle is a block or cylinder of wax with an embedded wick. When ignited, it provides light and, in some cases, a fragrance. Within the home decoration and home textiles (HDHT), candles are frequently categorized as home accessories.
  • 全球化学机械平坦化 (CMP) 设备市场报告(2025-2029年)
    Chemical mechanical planarization (CMP) equipment usually refers to chemical mechanical planarization equipment. It is a process used in semiconductor manufacturing to flatten and smooth surfaces on wafers. CMP involves the use of a slurry containing abrasive chemicals and polishing agents, along with a polishing pad, to remove or polish away irregularities on the surface of the wafer. This process is crucial for creating the precise and flat surfaces needed for the fabrication of integrated circuits (ICs).
  • 全球碳酸钙 (caco3) 市场报告(2025-2029年)
    Calcium carbonate comprising GCC and PCC is the highest value-added product in the limestone value chain. The market for calcium carbonated is focused on a few end-user segments (paper, paints, and plastics). Both GCC and PCC are widely used in the plastics industry as filler minerals
  • 全球氮化硼市场报告(2025-2029年)
    Boron nitride is a thermally stable, chemically inert material composed of boron and nitrogen atoms. It exists in various forms, including hexagonal boron nitride (h-BN), cubic boron nitride (c-BN), and amorphous forms. Known for its excellent thermal conductivity, electrical insulation, and lubricating properties, boron nitride is widely used in electronics, aerospace, automotive, and industrial applications. Its high-temperature resistance and eco-friendly nature make it a versatile material for advanced technologies.

投资分析报告

  • 基础化工行业:国际油价持续回落,农药、制冷剂等价格上涨-华安证券
    基础化工行业:国际油价持续回落,农药、制冷剂等价格上涨
  • 基础化工行业:平安电工,全球云母绝缘材料龙头,持续开拓新能源业务-新材料专题研究(11)-海通证券
    基础化工行业:平安电工,全球云母绝缘材料龙头,持续开拓新能源业务
  • 终端去库叠加需求旺季,原药价格见底回暖
    农药原药经过2021年的高景气周期,自2022年以来开始下行,2025年3月9日,中农立华原药价格指数报72.32点,处于历史低位,其中,杀虫剂原药价格指数触底回升。从跟踪的主要的农药原药价格来看,除草剂中烯草酮、二甲戊灵价格有所回升,杀虫剂中功夫菊酯、氯氰菊酯、阿维菌素、甲维盐、毒死蜱、氯虫苯甲酰胺价格回暖,杀菌剂中多菌灵、百菌清价格回升。
  • 新疆煤化工大发展背景下的投资机会
    新疆煤化工迎来大发展战略机遇期,拟完成投资规模超 5000 亿元。新疆是我国重要的煤炭资源富集区,煤炭预测资源量高达 2.19 万亿吨,占全国预测资源总量的近 40%,新疆已被确定为五大国家综合能源基地之一,是我国煤炭生产力西移的重要承接区和战略性储备区。近年来国家和自治区层面的多项相关政策 出台,新疆被定位为国家大型煤电、煤化工基地,国家赋予新疆打造“三基地一 通道”的重要战略定位。根据不完全统计,目前新疆地区拟在建煤制油项目规模 达 500 万吨,规划投资 1083 亿元;拟在建煤制天然气项目规模达 300 亿方,规划投资 2234 亿元;拟在建煤制烯烃项目 870 万吨,规划投资 2017 亿元。“十四五”收官期间及“十五五”期间,随着产业政策的进一步落实,相关投资规模有望进一步扩大。

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