本周行情回顾。本周，Wind 新材料指数收报4975.36 点，环比下跌3.69%。其中 涨幅前五的公司有晨光新材（+37.57%）、东岳硅材（+36.84%）、合盛硅业 （+16.01%）、宏柏新材（+10.28%）、硅宝科技（+8.81%）；跌幅前五的公司分别 为瑞联新材（-15.09%）、阳谷华泰（-14.88%）、江化微（-12.57%）、长鸿高科（- 12.13%）、金宏气体（-11.41%）。六个子行业中，申万三级行业半导体材料指数收 报10506.31 点，环比上涨1.68%；申万三级行业显示器件指数收报1421.84 点， 环比下跌2.73%；中信三级行业有机硅指数收报11103.79 点，环比上涨12.25%； 中信三级行业碳纤维指数收报4800.94 点，环比下跌4.92%；中信三级行业锂电 指数收报5819.86 点，环比下跌0.28%；Wind 概念可降解塑料指数收报2119.64 点，环比下跌1.65%。

发改委印发《2021年上半年各地区能耗双控目标完成情况晴雨表》，广 西、云南等9省（区）为能耗一级预警，能耗强度降低任务严峻。多地限 电等能耗管控持续，水泥、铝、钢铁等大宗商品仍面临供给收缩压力。 

婴童日化专业性强，消费升级下快速增长：婴幼童（0~11 岁）皮肤娇嫩，尤其是0~3 岁婴幼儿，日化产品具专业性。20 年我国市场规模284 亿元，其中护肤/洗漱/湿巾/洗护发/尿布疹占比39%/29%/20%/7%/4%；15~20 年行业复合增13.2%，主要为人均消费水平提升（15~20 年复合增12.9%）。

根据百川资讯，江浙地区四氯乙烯报价从8 月20 日的7400 元/吨快速上涨至15000 元/吨，R125 价格从8 月15 日的25000 元/吨上涨至当前的40000 元/吨，甚至存在50000 元/吨的报价。

维持覆盖公司盈利预测和目标价不变。在全球经济复苏背景下，我们预计化 工行业维持较高景气度，未来龙头公司仍具备较好的成长性，继续看好化工 龙头企业万华化学、华鲁恒升、扬农化工、华峰化学、新和成、合盛硅业和 新宙邦。 

2019年，长江经济带工业经济运行总体平稳、稳中有进，工业生产稳步发展，工业投资增速回落，经济效益持续下滑，工业资产平稳增长。分行业看，长江经济带计算机、通信和其他电子设备制造业稳中有进，化学原料和化学制品制造业差异化发展，电气机械和器材制造业良性发展，汽车制造业平稳发展。2020年是全面建成小康社会和“十三五”规划收官之年，面对错综复杂的国际国内形势，长江经济带要在传统产业优化升级、先进制造业集群打造、先进制造业和现代服务业融合发展等方面精准施策，努力推动工业经济平稳健康发展。

中国约2.5亿人存在脱发问题，其中90后占比上升，超越80后，脱发现象呈现年轻化趋势；90后脱发原因中，超50%认为熬夜、压力过大是他们脱发的主要原因，其次，也有内分泌失调、缺乏运动等自身原因。                                

The global pepper sprays market is segmented on the basis of product, distribution channel, and region. By product, it is categorized into fogger, stream, gel, and others. By distribution channel, it is divided into specialty shops and online stores. Region-wise, it is analyzed across North America (the U.S., Canada, and Mexico), Europe (Germany, France, Italy, Spain, the UK, Russia, and Rest of Europe), Asia-Pacific (China, India, South Korea, Indonesia, the Philippines, Thailand, and Rest of Asia-Pacific), and Rest of the World (South Africa, Egypt, Saudi Arabia, and other countries).

Polyamides are found naturally in wool and silk, as well as synthetically in nylon, polyamide 6, and aramid, among other materials. Wear resistance, strong mechanical qualities, low gas permeability, and chemical resistance are the characteristics of artificial polyamides. Bio-based polyamides are gaining popularity due to its eco-friendly nature.

The global polyethylene films market is segmented on the basis of technology, type, material, application, and region. By technology, the market is classified into blow film extrusion and cast film extrusion. Depending upon type, the market is classified into stretch films and shrink films. Based on material, the market is divided in low-density polyethylene (LDPE), high-density polyethylene (HDPE), and linear low-density polyethylene (LDPE). Depending on application, it is segregated into food & beverage, agriculture, construction, household, and others. Region wise, it is analyzed across North America, Europe, Asia- Pacific, and LAMEA.