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%。

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。

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。

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.

EVA是第四大乙烯系列聚合物，技术壁垒限制高端产品产能投建与转产：EVA 的主要生产工艺包括釜式法和管式法，VA（醋酸乙烯酯单体）含量大、可应用于光伏领域的高端EVA 产品只能通过釜式法生产。釜式法装置投资额度大、技术壁垒高，据我们测算，20 万吨EVA 釜式法装置的总投资额为42.5 亿元，远高于管式法的26.1 亿元。虽然技术的相似性使得部分LDPE 装置可兼产EVA，但转产的高难度以及对装置产生的负面影响限制转产量。

PX：市场整体向好。成本端，寒潮来袭，美国最大产油州德克萨斯州部分油井与炼油厂关闭，国际油价上升，PX 市场重心随之上扬。PTA：价格上涨市场震荡向上。成本端，春节期间国际原油价格上涨，PTA 市场重心上移。供应端，海南逸盛 210 万吨/年 PTA 装置春节期间提前进入检修；福建百宏年前投产的剩余产能，现已稳定运行。涤纶长丝：市场震荡上扬。成本端，因德州极寒天气和美国新版财政刺激方案取得积极进展，双原料涨幅上涨动力十足。整体来看，节后下游工厂仍未全面复工，长丝产销率放量有限，主要为原材料价格支撑长丝利润大幅回升。

Industrial flooring is a chemical substance that is applied on floor. When dry, these chemical substances turn into hard substances, thereby providing walking surface. Industrial floor offers resistance to abrasion, water, and chemicals. They are waterproof, anti-vibration, and anti-static. In addition, these offer attractive finish to the floor and bare concrete. Industrial flooring is available in various options related to colors, material, and styles, thus increasing their adoption in warehouses, offices, hotels, and houses. They are used across aviation & transportation, manufacturing industries, healthcare facilities, and others. The report on the global industrial flooring market presents a detailed analysis of the trends, future estimations, and thorough study of the market depending on thickness, material, end user industry, and region. The report provides details about the various types of industrial flooring available in the market, which include light duty, medium duty, and heavy duty. The material covered in the study include epoxy, polyaspartic, polyurethane, anhydrite, and others. chemical, food & beverages, healthcare, transportation & aviation, and others are the major end-user industry in the industrial flooring market.

Hybrid fabrics is multilayer laminate that consists of more than one type of structural fiber. The hybrid fabrics consist of multiple fabrics including carbon/glass, glass/aramid, and carbon/aramid. The selection of hybrid fabrics solely depends on the specific application, such as for aerospace & defense and carbon/aramid fabrics are preferred for high temperature applications. The report focuses on hybrid fabrics and its major applications, including aerospace & defense, automotive, and wind energy. It analyzes the current market trends of hybrid fabrics 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 fabric types of hybrid fabrics such as carbon/glass, glass/aramid, and carbon/aramid is also included, along with the quantitative data in terms of both value and volume.

Heat transfer fluids (HTFs) are gases or liquids specifically manufactured for the purpose of transmitting heat from one system to another. These fluids are manufactured from highly refined petroleum, synthetically formulated hydrocarbons or siloxanes (silicone). They provide high temperatures at very low system pressures and also offer safety, low maintenance, and extended operating lifetimes as major benefits. The report mainly emphasizes on heat transfer fluids and their types, which include mineral oil, synthetic fluids, glycols, and others. The report also analyzes the current trends and future opportunities in several end-use industries such as chemical, oil & gas, food & beverages, pharmaceuticals, renewable energy, automotive, HVAC & refrigeration, and others.