2021 年以来，中国人形机器人政策重心由技术开始转向产业化。2012 年以来我 国政策持续推动人形机器人发展，并且从 2021 年开始，中国人形机器人政策重心由技术开始转向产业化。2023 年 10 月，工信部印发《人形机器人创新发展指导意见》，规划到 2025 年人形机器人创新体系初步建立，培育 2-3 家有全球影响力的企业，打造 2-3 个产业发展集聚区；到 2027 年，人形机器人技术创新能力显著提升，形成安全可靠的产业链供应链体系等。

Glass tableware are tableware products such as dishes or dishware made up of glass used for setting a table or serving food and dining. Glass tableware includes general glassware items such as storage ware and bakeware. They are for household purposes as well as those used in the hotel/food catering industry.

Fuel additives are compounds that are designed to improve the quality and efficiency of fuels. Fuel additives are added to improve performance, flowability, corrosion resistance, clean burning, and many other properties.

The global agricultural sector is currently facing many challenges. According to the UN, the world population will likely exceed nine billion by 2050. This population growth may overburden the agricultural industry, which is already experiencing an output loss due to a lack of laborers and the shrinkage of agricultural fields caused by rising urbanization. According to the Food and Agriculture Organization, 70% of the global population is expected to live in cities by 2050. Due to the global loss of arable land, farmers now need to utilize fertilizers to increase crop yields

Ethylene propylene diene monomer, or EPDM, is a synthetic rubber widely embraced across industries. Originating in the early 1960s, EPDM, crafted from ethylene, propylene, and diene monomers, boasts remarkable versatility and durability. Unlike its natural counterpart, which can degrade under sunlight and ozone exposure, turning brittle with time, EPDM is engineered to endure harsh conditions, ensuring a significantly extended lifespan.

Efficacy to offer exceptional durability, strong adhesiveness, and chemical resistivity have made epoxy resin an essential ingredient in various commercial and industrial applications. These resins exhibit exceptional adhesion to various materials, making them referred to their high-performance insulating properties also drive their use in the insulation of electrical and electronic components. In addition, epoxy compounds protect against dust and moisture, enhancing the longevity of electronic parts. The growing focus on reducing carbon footprints has increased the demand for lightweight composites, further fostering the adoption of epoxy-based composites.

The elastomeric membrane is a liquid applied as a coating based on urethane prepolymers that are cured by reactions with atmospheric moisture to give a continuous film, which is rubbery and elastic. The elastomeric membrane is a waterproof roofing material that can withstand high temperatures and ensure excellent durability of the roofing material.

1月制冷剂价格价差上行，含氟聚合物价格保持低位运行。截至2024年1月27日，根据百川盈孚数据，三代制冷剂R32、R125、R134a产品 价格分别为43500元/吨、43000元/吨和44000元/吨，较12月底分别上涨1.16%、2.38%、3.53%。R22价格为33000元/吨，较上月环比持 平。受产能快速提升、需求增速下滑影响，2024年我国PTFE、PVDF、HFP价格均保持低位运行。

2024 年 9 月下旬以来，国内政策密集释放，一揽子增量政策以及已出台的存量政策效应逐步显现。2024 年我国经济总量达到 134.9 万亿元，首次突破 130 万亿元，比上年增长 5%。尤其是四季度 GDP 增速为 5.4%，四季度实际 GDP 当季增速高于 Wind 一致预期 0.3 个百分点，政策对经济提升效果明显。伴随着市场信心改善，资本市场和房地产市场活跃度显著上升，广义基建投资及制造业投资保持高增，在以旧换新等政策推动下，耐用品消费增速加快，宏观经济逐步回暖。

1、行业估值指标、景气度指标：化工行业综合景气指数；工业增加值 2、价格指标：PPI\PPIRM\CCPI、价格价差（化工品价格走势及最新历史分位） 3、供给端指标：产能利用率、能耗、固定资产投资、存货、在建工程情况 4、进出口指标：进出口价值贡献度拆分 5、下游行业运行指标：PMI、地产、家电、汽车、纺服。