美国针对韩、台、泰、越半钢胎“双反”终裁税率落地。以史为鉴：“双反”短期会冲击出口，但长期影响趋弱。此次“双反”预计冲击有限，短暂扰动不改成长大势。美国商务部发布针对进口自韩、台、泰、越半钢胎的“双反”终裁税率，整体 税率基本维持初裁结果。终裁结果落地有望消除此次“双反”带来的不确定因 素，我们认为税率水平对国内头部轮胎企东南亚工厂的生产经营影响有限。

展望下半年，国内外需求将继续复苏。而中长期维度，碳中和背景下的产业升级与集中度提升将是未来几年行业发展的主基调。我们维持行业强于大市评级，尤其看好优秀龙头企业长期发展。

PVC 产品供需紧张，价格已经突破 5 年新高。PVC 产能仍将维持供需紧张态势，景气周期有望持续。PVC 上下游产业链一体化公司从中受益。我国主要以电石法 PVC 产 能为主，而国际上主要以油头乙烯法 PVC 产能为主，所以石油价格将 对 PVC 产品产生重要影响。

The graphite coatings market is segmented on the basis of application, end use, and region. By application, the market is classified into lubrication, anti-seize agent, release agent, and other. Depending on end use, it is segregated into automotive, displays & sensors, metal coating, and others. Region wise, it is analyzed across North America, Europe, Asia-Pacific, and LAMEA. The report covers the strategies adopted by key players in the market to sustain the competitive environment and increase their market share. The key players operating the global market include Imerys Graphite & Carbon, Asbury Carbons, Mersen, Elcora Advanced Materials Corp., Triton Minerals, CONDAT Corporation, Whitford, Van Sickle Paint Mfg. Company, Final Advanced Materials, and BECHEM. In addition, the market drivers, restraints, and opportunities are explained in the report.

Coatings are applied to a variety of surfaces using different application techniques. Coatings are useful for color retention, water-proofing, water-shedding, rust and corrosion, self-cleaning, and anti-microbial properties. The benefits of coatings on surfaces include aesthetic and physical appeal derived from the coating materials. To protect buildings from stains, watermarks, and discoloration, end-users apply decorative coatings. The coatings industry is highly structured, and decorative coatings are used by various end-users, such as residential and non-residential sectors. Growing populations and rapid urbanization are driving the construction of new houses and commercial offices, and government initiatives favor infrastructure and industrial development, which is driving the decorative coatings market. The growing awareness of eco-friendliness is raising the demand for low-VOC products. The coating market is fragmented with a large number of players available in the market in almost all regions of the world. There are also several regional manufacturers. Around 10-12 established multinational manufacturers have expanded their operations to countries such as India and China. The major segment in decorative coating includes exterior wall paints, interior wall paints, wood finishes, and enamel. The demand for decorative coating comes from the household, construction, residential and non-residential, industrial, and infrastructure industries.

The antimicrobial coating industry is a billion-dollar sector and is growing rapidly. Antimicrobial coatings are applications of chemical agents applied on several surfaces to inhibit the growth of microbes. Microorganisms cannot be seen using the naked eye, and it becomes very difficult for an individual to know whether bad or good microbes contaminate a surface. Hence, antimicrobial coatings are used to inhibit the growth of microbial breeding on a surface. Antimicrobial coatings protect against microbes and protect surfaces from degradation as they cause no discoloration, leech, or affect the final look of the surface.

Synthesis gas, referred to as syngas, is a fuel gas composed mostly of carbon monoxide, hydrogen, and a certain amount of carbon dioxide. Syngas is the result of gasification and the major application of syngas is electricity generation. It serves as an ideal choice for processing of liquid and gaseous fuel. Power generation companies are turning to a number of alternatives, including syngas. Furthermore, rise in environmental issues and implementation of government policies to encourage use of renewable fuels boost the market growth.

Organic dye is a color substance which chemically bonds with the substrate unlike pigments. The chemical structure of organic dye is made of carbon atoms and large number of carbon chains. For the purpose of analysis, the report segments the global organic dyes market based on product type, application, and region. The study focuses on the various types of organic dyes available in the market such as acid, basic, reactive, disperse, direct, sulfur, and others. The applications covered in the study include plastic, paints & coatings, printing inks, and textile. Furthermore, it outlines the details about the revenue generated through the same of organic dyes across various regions such as North America, Europe, Asia-Pacific, and LAMEA.

 中国化工品价格指数（ CCPI）： 本周 CCPI较上周上涨 0.4%，较上月同期上涨 0.2%，年内涨幅为 22.8%，较去年同期上涨 51.5%。