Driven by new technologies and innovations, the medical device industry has become one of the biggest markets in healthcare. According to the US’s National Center for Biotechnology Information, medical devices and implant numbers have grown to the extent that there are over 1,700 types of devices and 50,000 approved medical devices in the US alone. Over the past decade, this extraordinary growth has led to the development of state-of-the-art health and medical instruments, ranging from simple tongue depressors and bedpans to complex programmable pacemakers with microchip technology and laser surgical devices.

Mineral oil is often a liquid by-product of refining crude oil to produce gasoline and other petroleum products. It is a colorless, odorless, light combination of higher alkanes from a mineral source, notably a petroleum distillate. Mineral oil is a chemical product sold over the counter that is manufactured from naturally occurring crude petroleum oil. Mineral oils are odorless, tasteless, colorless, and transparent liquids. They are also water-insoluble.

Establishments described in this report are primarily participating in the vitamins market. A vitamin is an organic molecule that is an essential micronutrient which an organism needs in small quantities for the proper functioning of its metabolism. Essential nutrients cannot be synthesized in the organism, either at all or not in sufficient quantities, and therefore must be obtained through the diet.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for sodium silicate by geography and historical trend. The scope of the report extends to sizing of the sodium silicate market and global market trends with market data for 2020 as the base year, 2021 and 2021 as the estimate years and forecast for 2023 with projection of CAGR from 2023 to 2028. Product shipments include the total value of all products produced and shipped by all producers. For selected products, this can represent value of receipts, value of production, or value of work done. Market data is provided in U.S. dollar value at global and regional levels, as well as local currencies for all countries.

展望下半年，国内外需求或将继续复苏，需密切关注俄乌冲突带来的全球化工品市场波动。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，尤其看好现阶段农化及优秀一体化龙头公司。2022 年上半年，受到俄乌冲突等影响，全球大宗商品价格大幅上涨。国内化工PPI 指数高位运行，截止2022 年5 月27 日，重点跟踪的化工产品中2022年年内均价较2021 年均价上涨的产品占71%，上游油气、农化等子行业处于高景气周期中。

综述了2021年国内外丙烯腈生产技术情况；分析预测了我国丙烯腈市场、价格、进出口等情况，并提出发展趋势建议。

韩国化妆品行业在经历90 年代初期激烈竞争后，21 世纪初格局优化，本土龙头凭效率及差异化实现份额提升。80-90s韩国化妆品市场快速增长，同时开放进口，本土龙头面临内外夹击。21 世纪初，在亚洲金融危机造成部分中小企业出清下，以及本土化妆品公司以快速洞察、反应消费者需求为核心，通过产品创新、原料及品牌概念差异化以及渠道跟进等策略打造强势本土品牌，实现份额提升。爱茉莉太平洋份额由90 年代初不到20%提升至2008 年的36%，2006-2008 年爱茉莉太平洋、LG 生活健康市场份额分别提升1.3、2.2pct，显著好于同期外资品牌，此后持续巩固双寡头领先地位。

Q2 美护板块企稳回升，预计基金持仓比有所回升。2022Q1 美护板块指数下跌14.26%，跌幅与大盘接近；二季度以来，美护板块指数呈现上涨，表现超出大盘。受监管政策趋严、板块轮动等影响，Q1 化妆品和医美板块基金持股比例波动。随着Q2 行业进入旺季，且疫情逐步得到控制，同时结合Q2 板块指数表现，预计持仓比有所回升。

传统能源存在发展路径依赖和历史消费惯性，能源结构转型急不得也等 不得。我国传统能源的基本格局是“多煤少油缺气”，世界上大多数发展 中经济体的能源供应也高度依赖化石能源，而能源供给的稳定性是经济 建设和工业发展的命脉。作为推动经济社会发展的重要引擎，传统能源 的战略意义仍然需要清晰的定位和认识，在分析和构建能源体系和产销 循环时，不能单纯以结果为导向，只看数据变化，而不顾“能源安全” 大局。事实上，任何产业转型都需要立足国情。最优能源结构的梳理改 造是一项广泛而深刻的系统性变革，这既需要在目标上坚定不移，也要 在策略上稳中求进，兼顾加法和减法。