Talc is a naturally occurring mineral mined from the earth, composed of magnesium, silicon, oxygen, and hydrogen. It is a soft mineral and a basic silicate of magnesium. Talc is considered a raw material due to properties such as lamellarity, softness, whiteness, fragrance retention, luster, and chemical purity. The other commercial properties of talc are chemical inertness, low abrasion, high thermal conductivity, low electrical conductivity stability, and high oil and grease adsorption. Talc is a versatile mineral used in many industrial applications owing to its unique surface chemistry and lamellar properties. Cosmetics, pharmaceuticals, paints & coatings, ceramics, construction, and pulp & paper are the key industries where talc is used.

高温天气全国供电紧张，云南黄磷企业开工率下降，产品报价大幅跳涨。国内黄磷供需格局好转，有望带动下游产品价格上涨。草甘膦供需格局紧张，黄磷成本端推动，看好未来 1-2 年行业景气度。

Toothpaste is a gel or paste used along with a toothbrush to maintain oral hygiene and clean the teeth. Toothpaste contains chemicals or ingredients that help in the removal of food and dental plaque from teeth. It also assists in suppressing halitosis. Furthermore, it aids in the prevention of tooth decay and gum disease. Salts and herbs are now extensively used in commercial toothpaste. For the purpose of analysis, the global toothpaste market report is segmented on the basis of product type, end user, distribution channel, and region. It highlights various types of toothpaste available in the market, which include conventional toothpaste, herbal toothpaste, and whitening & sensitive toothpaste. Furthermore, the report includes revenue generated from the sales of toothpaste across North America, Europe, Asia-Pacific, and LAMEA.

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.

Green hydrogen is made from regenerative energy sources through water electrolysis. With the help of electric current, water is divided into oxygen and hydrogen in an electrolyzer and grey hydrogen derived from fossil fuels is differentiated (such as natural gas). Hydrogen is safe for atmosphere and can be stored and converted into electricity or heat as required. Green hydrogen is a major component of energy equation and hydrogen is regarded as a primary potential renewable energy resource. It is one of the most important circular carbon economy (CCE) approaches as it is generated using solar energy. It is generated using renewable energy sources as compared to carbon-based energy found in natural gas and other fossil fuels.

7 月20 日，工信部发布修订后的《水泥玻璃行业产能置换实施办法》（以下简称“2021 年修订稿”），与2020 年12 月发布的征求意见稿相比，主要是将汽车玻璃项目重新纳入产能置换，提升了限制类水泥熟料的产能置换比例，并维持新建光伏压延玻璃可不制定产能置换方案的要求。

PVDF: 第二大含氟聚合物材料，行业迎来高景气。PVDF 主要是指聚偏二氟乙烯均聚物或者聚偏二氟乙烯与其他少量含氟乙烯基单体的共聚物，是目前含氟塑料中产量名列第二位的产品。PVDF 树脂兼具氟树脂和通用树脂的特性，除具有良好的耐化学腐蚀性、耐高温性、耐氧化性、耐候性、耐射线辐射性能外，还具有压电性、介电性、热电性等特殊性能。PVDF 应用主要集中应用在涂料、锂电、光伏、石油化工等领域。

上周基础化工板块上涨2.05%,沪深300指数上涨O.5O'，基础化工板块跑 赢大盘1.55个百分点，涨跌幅居于所有板块第11位。 

2021年2季度，化工行业相关政策密集出台，保障行业平稳运行。一是中化集团与中国化工实施重组，中国中化正式揭牌成立，这是我国唯一以化工为主业的中央企业，为打造世界一流的综合性化工企业迈出关键一步。二是“工业互联网+危化安全生产”试点建设方案提出，力争通过3年时间构建“工业互联网+危化安全生产”初步框架，并在“十四五”期间全面推广。三是《化工园区认定条件和管理办法(试行)》公开征求意见，以规范化工园区建设，提升化工园区本质安全和绿色发展水平。四是治污减碳中央预算管理办法出台，重点支持污水和垃圾处理、节能减碳、资源节约与高效利用、环境污染治理等四个方向。五是强化危废监管利用改革方案印发，要求到2022年底，危险废物监管体制机制进一步完善，建立安全监管与环境监管联动机制。六是我国将开展大宗固体废弃物综合利用示范，到2025年建设50个大宗固废综合利用示范基地。七是化工园区“十四五”发展指南正式发布，提出了“十四五”行业发展的总体思路、发展目标、主要任务和工作重点，制定了2035年发展远景目标。

在碳达峰、碳中和的目标驱动下，氢能源地位逐步提升，国企的产业参与比例正逐步提升。在氢能政策渐趋明朗以及国资的积极布局下，氢能行业格局或迎来新变化，产业化节奏有望提速。我们继续推荐在行业中各子产业链环节具备先发优势及技术优势的公司。