风电光伏等新能源发电成本快速下降，经济性大幅提升。据IRENA统计，过去十年，受政策支持与产业发展推动，以太阳能和风能为代表的可再生能源发电价格逐步降到与化石燃料相当的水平，可再生能源在电力系统中装机规模越来越大。其中：光伏：装机成本从2010年的4731美元/kW降至2020年的883美元/kW，降幅达81%；新投产项目的LCOE从0.381美元/千瓦时降至0.057美元/千瓦时，降幅达85%；全球装机规模从178GW上升到699GW。风电：陆上风电新投产项目的LCOE从2010年的0.10美元/kWh降至0.05/kWh，降幅达50%；海上风电新投产项目的LCOE从2010年的0.162美元/千瓦时降低到2020年的0.084美元/千瓦时，降幅高达48%。

春节前一周（2022.01.21-2022.01.28），基础化工板块已发可转债中横河转债、金禾转债、嘉澳转债分别上涨了22.68%、9.72%、9.66%，同德转债、天铁转债、万顺转2 下跌了10.56%、7.78%、6.90%。

Isophytol is clear colorless liquid. It is also known as 3, 7, 11, 15-Tetramethyl-1-hexadecen-3-ol. It is used in perfumery, food flavors, aromatic, cosmetic, soap detergent and fragrance Industry. Huge demand for personal care products specially in skincare and hair care as well as a sharp increase in the growth of medicated personal care and vitamin supplements containing Vitamin E and K, have significantly boosted the overall Isophytol market growth and are expected to add to the market share primarily in the coming years.

中触媒（688267.SH）是国内特种催化剂龙头，欧六等标准落地带动公司移动源脱硝分子筛业绩爆发，公司在研项目储备丰富，后续增长动力强劲。公司2020年实现营业收入4.06 亿元，归母净利润0.92 亿元。截至1 月24 日，可比公司对应2020 年平均PE（LYR）为60.64 倍。

12 月社零数据低迷、年初以来各地零星疫情使市场对 1 季度消费充满悲观情绪，促使高估值个股继续回调，而低估值个股亦受到担忧情绪影响出现回落。春节前后，预计各地防疫仍处从严状态，短期内美妆/医美/超市等缺少基本面亮点和催化剂，预计将呈现震荡或小幅回调状态；珠宝子板块因节日因素、黄金饰品销售良好等原因，春节前后表现或优于其他子板块。

发展氢能是中国21 世纪能源战略的重要一环，也是实现“3060”双碳目标的必经之路，“十四五”规划明确了中国氢能的发展方向和战略目标，政策继续加码预期会推动氢能渗透率持续提升。回顾中国新能源的发展史，我们认为氢能目前所处的时间点类似于2010 年锂电爆发的前夜，未来中国有望在氢能领域继续复制锂电产业链成功的路径，踏上清洁能源革命的新台阶。

Soaps that are available in liquid form and are generally used for washing utensils; cleaning body parts such as hands, beard, and face; and scrubbing dirty surfaces are known as liquid soaps. These are available in different types as well as sizes that cater to the requirement of the customers. For the purpose of analysis, the liquid soap market is segmented into product type, type, application, Distribution channel, and region. The report covers a detailed analysis of the trends and future estimations, and offers a thorough study of the global market. This report further highlights the key areas of investment. It analyzes government regulations and policies to provide information on the current market trends in different regions and suggests the future growth opportunities. The report covers the overall net value of different products of liquid soap category consumed by various consumers across the globe. The study highlights Porter’s five forces analysis to determine the factors affecting the market growth. These factors include raw material prices, intense competition, end users, manufacturers, and suppliers. To understand the market, drivers, restraints, and opportunities are explained in the report. In addition, the study features the strategies adopted by key market players to maintain their foothold in the market. Furthermore, it highlights the competitive landscape of the key players to increase their market share and sustain intense competition in the industry.

With changing consumer demand and stringent regulatory policies for an eco-friendly product, the companies are developing novel masterbatches that enable distinguishing different types of polymers with the NIR sorting. Such masterbatches are compatible with a wide range of resins such as polyolefins High-density polyethylene (HDPE), Low-density polyethylene (LDPE), Polypropylene (PP), Polyethylene terephthalate (PET), Polystyrene (PS), and Polyamide (PA). In addition, near-infrared detectable masterbatches can significantly lower the carbon footprint. With NIR detectable masterbatch, black and dark-colored plastic products can be accurately sorted and recycled. NIR detectable masterbatch are predominantly used in home decor, personal care, food and beverage industries, and a wide range of packaging industries. Some of the major players in NIR detectable masterbatch include Clariant, Gabriel Chemie, Ampacet, and Sukano.