Ultra-thin glass is a very thin glass with thickness range below 1mm. It offers different features making it one of the preferred materials of choice over plastics, metals, and silicon. This study provides information on the usage of ultra-thin glass in various end-use industries. The study is segmented on the basis of thickness (<0.1mm, 0.1mm-0.5mm, and 0.5mm-1.0mm), end-use industry (consumer electronics, automotive & transportation, etc.), and region (North America. Europe, Asia-Pacific, and LAMEA). The study mostly deals with the usage of ultra-thin glass mainly in consumer electronics, automotive & transportation, medical & healthcare, and others. The study also includes in-depth information of the major players in the market.

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.

2019、2020 年受到中美贸易战、全球疫情的影响，棉价下跌。棉花现货价格从16700元/吨一路下跌到10450 元/吨左右，累计下跌6300 点，跌幅在37%。

美妆消费不断升级且不可逆，消费者从基础化妆品升级为功能属性更强的专业化妆品，赛道红利凸显。国货品牌从研发、渠道、营销多角度突围。

供需格局改善，行业步入上行周期，短期而言油价上涨是行业短期驱动因素， 炼化、PDH、涤纶、煤化工等子行业受益程度较高，美国极端天气或加剧原 油及部分化工品供应紧张，中期而言产品自身供需将决定涨幅及持续性，长 期而言龙头企业凭借自身在规模、管理、工艺、产业链一体化等方面优势体 现出较强竞争力，在行业低谷仍可实现可观盈利和内生发展，其份额有望持 续提升，进而带动行业走向一体化和集中。

当前全球磷肥需求主要的驱动因素在于后疫情时代全球农作物 价格明显上涨，农民作物种植积极性有提升，进而提升农肥施用 需求。磷肥作为粮食及经济作物必备肥料，需求明显回升。分区 域来看，印度、巴西、东欧等地将成为磷肥全球需求增长的主要 来源。我们判断全球磷肥需求将在21 年有明显复苏，并在未来 几年内维持相对稳定增长。

据美国国家气象局报道，近日Uri 暴风雪席卷美国各地，美国超73%地区被 雪覆盖，1.5 亿美国人收到冬季风暴警告，德克萨斯州已进入紧急状态。在恶 劣天气影响下，据CNBC 报道，美国已停产超400 万桶/日原油产能，接近 全美原油产量40%，此外，亦有多个化工装置宣布不可抗力停产。我们认为 暴风雪过后美国化工装置重启或慢于需求恢复速度，部分化工品供需错配有 望进一步加剧，MDI/TDI、醋酸、尿素、聚烯烃、乙二醇等相关产品有望受益。

国有资本强力加持，军工行业百花齐放局面再现。基本面持续向好，行业景气度仍将持续。中国普天拟并入中电科，军工国企改革将加速进行。兼顾估值与成长，继续买入稀缺和优质成长标的。

2020年疫情严重冲击油价，4月一度跌至谷底，5月随着OPEC+正式实施减产重心上移，6月进入窄幅震荡阶段，11-12月反弹。