根据百川盈孚，截至2023年12月底国内大丝束碳纤维不含税市场均价为6.6万元/吨，小丝束T300(12K)、T300(24/25K)、T700(12K) 分别为7.5、6.8、12.8万元/吨。根据我们测算，大丝束碳纤维单吨营业成本约为7.4万元/吨（现金成本约为6.4万元/吨），小丝束碳纤维单吨营业成本约为9.0万元/吨（现金成本约为8.0万元/吨）。目前市场价格下，大丝束和低端小丝束碳纤维面临亏损压力，碳纤维价格逐步探底。此外，根据百川盈孚，截至2023年12月底，T300(12K) 、T300(24/25K)原丝不含税价分别为3.4、3.2万元/吨，目前尚有相对可观的盈利空间。

全球甜味剂产品的发展围绕“功能性”与“性价比”不断迭代升级。未来高附加值的功能性代糖将呈现分化发展趋势：一方面新型代糖由于不可替代的 “功能性”，将逐渐打开市场，随着国内市场逐步放开将呈现出“基数小、增速快“的特点；另一方面成熟产品将受益于减糖趋势，“性价比”优势愈加突出，市场渗透率将继续提升，仍将保持较高的市场需求。

Coalescing agents are chemical additives that are added to paint and coating formulas to help scattered particles merge or coalesce and improve the creation of films. They facilitate better paint application, drying, and the formation of a cohesive, smooth layer by lowering the minimum film-forming temperature. Coalescing agents are essential for preserving paint performance and quality while lowering emissions of volatile organic compounds (VOCs).

Carbon tetrachloride is a sweet-smelling colorless liquid also known as tetra chloromethane and carbon tet. Carbon tetrachloride molecules consist of one carbon atom that is surrounded by four chloride atoms. Carbon tetrachloride is a non-polar compound, which is a very good solvent that readily dissolves other non-polar compounds like oil, fat, and iodine. Carbon tetrachloride is extensively used as a fire extinguisher, refrigerant, and as a cleaning agent.

Thermal barrier coatings are specialized materials used on surfaces that are subjected to high temperatures, such as the parts of automobile engines, industrial boilers, and gas turbine engines. By protecting against intense heat, these coatings improve the performance and longevity of components. By acting as insulating layers, they lessen heat transfer and help keep things from being too hot. In industries where temperature control, corrosion resistance, and longer equipment lifespan are essential, thermal barrier coatings are essential.

Subsea desalination refers to the process of extracting and purifying seawater to produce freshwater in offshore or subsea environments. It involves using specialized equipment and technologies designed to operate in deep-sea conditions. The seawater is treated to remove salt and impurities, and the resulting freshwater is then used for various applications, such as supplying drinking water to offshore facilities, supporting marine life, or providing water for oil and gas operations in remote areas.

Styrene butadiene (SB) latex is an emulsion polymer made from the emulsion polymerization of styrene and butadiene. SB latex is used in various applications, including paper, fiber, carpet, and glass fiber processing, adhesives, paints and coatings, mortar additives, foams and mattresses.

2023 年 12 月 29 日，工业和信息化部、国家发展改革委、科技部、自然资源部、生态环境部、农业农村部、应急管理部、中国科学院等八部门联合发布了《推进磷资源高效高值利用实施方案》。方案中指出磷矿是战略性非金属矿产资源。磷化学品关乎粮食安全、生命健康、新能源及新能源汽车等重要产业链供 应链安全稳定。本方案提出意在实现磷资源高效高值利用，增强全产业链竞争优势。

“煤化工产业潜力巨大、大有前途。公司充分发挥央企科技创新主力军作用，坚持‘科技研发+特色实业’一体化发展，加快打造高端化学品和先进材料供应商。”中国化学相关负责人直言。 从解决人民群众“吃饭穿衣”问题，到建造我国 90%的化工项目、70%的石油化工项目、30%的炼油项目，筑起我国化工产业发展根基，中国化学已成长为我国工业工程领域资质最为齐全、功能最为完备、业务链最为完整、知识技术密集的国有大型建设集团。

“以往钛白粉企业调价多数是国内外市场同步进行，但本轮调价目前主要针对海外市场，还比较少见。”对于 12 月份以来国内钛白粉企业陆续传出的调价函，颜钛钛行业分析师杨逊称。 进入 12 月后，龙佰集团率先掀起本轮调价潮。自 2024 年1 月1 日起，国际价格上调 100 美元/吨，另一家龙头企业中核钛白紧随其后发函跟涨。随后鲁北化工、湖南创大玉兔国内价格上调 500 元/吨。