国内氟化工龙头如东岳集团、巨化股份、联创股份等已经新建锂电级PVDF 产线，或者可以在改进设备参数后用工业级PVDF 产线转产锂电级PVDF，同时，将充分受益本轮锂电级PVDF 景气周期。

碳中和政策推动能源转型，锂电池及光伏产业发展空间广阔。自2020年中国宣布致力于2030年前实现碳达峰，2060年前实现碳中和的战略目标，一系列碳中和政策出台，推动各行业走向低碳化。实现碳中和战略目标的关键之一为能源系统的转型，由煤炭、石油等化石能源体系转向可再生新能源体系。

Wind 新材料行业指数本周跑输上证综指1.50 个百分点。本周（20210719-20210723，下同）Wind 新材料行业指数上涨0.82%，跑赢上证综指1.50 个百分点，跑赢创业板指3.73 个百分点；截止至2021.7.23，近一年Wind 新材料行业指数累计上涨42.82%，跑赢上证综指32.04 个百分点，跑赢创业板指18.88 个百分点。

Water-borne coatings are based on emulsifying the binders, pigments, and additives with water. Water-borne coatings used water as a solvent to disperse the resins, which are added to create the coatings. They contain up to 80% of water as the solvent and offer a variety of applications, including automobiles, furniture, plastic, wood, and concrete, among others. There are a large number of players in the market, and approximately 10-12 vendors have expanded their business activities in APAC by acquiring or merging with other small vendors in the region. Water-borne coatings provide decorative as well as protective features. The major driving force for water-borne coatings is that they are environmentfriendly and contain less volatile organic compound (VOC) content. Hence, they are widely adopted in various end-user industries. There are various types of waterborne coatings available in the market.

The Hydrogen Free Diamond Like Carbon Coatings DLC market is expected to grow strongly with the growth in the automotive industry, also increasing demand for high temperature coatings is providing huge opportunities for the DLC manufactures. The demand for hydrogen-free DLC is largely used by number of end-use industries due to its rigidity and wear resistance when compared to DLC that is combined with hydrogen. In the automotive sector hydrogen-free, DLC coating combines appropriately with the engine oil, which results in forming strong ultra-thin film when special oil additives are applied. Low friction factor and advanced abrasion resistance are increasing the demand for the DLC market. Manufactures in biomedical and automotive industry are aiming to use hydrogen-free DLC for effective working. Additionally, innovative technologies such as pulsed laser deposition and plasma enhanced CVD are expected to trigger the market for DLC

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.