[化学原料和化学制品制造业] [2018-07-01]
当前的环保风暴将对我国化工行业未来 10 年甚至更长时间的发展产生深远影响,环保监管以及供给收缩成为化工行业投资的主要逻辑。随着很多化工子行业散乱差的格局得到大幅改善,竞争格局越来越清晰,细分行业龙头未来的竞争优势越来越突出,市占率和盈利能力将不断提升。所以细分行业龙头是未来关注重点。
[化学原料和化学制品制造业] [2018-07-01]
预计 2018 年油价大概率在 60-75 美元/桶区间震荡向上,全面进入中油价时代:欧佩克减产和新增需求的影响仍然大于北美地区扩产,而北美页岩油在当前油价缺乏扩产动力,预计全球原油供需基本面将会持续收紧,油价大概率保持长期震荡向上的趋势,同时由于下游需求大概率在大炼化装置 2019 年集中投后爆发,而短期来看北美页岩油的弹性将限制油价过度上涨。围绕油价我们重点看好具有上下游一体化的石油石化工司、天然气和煤化工板块,推荐中国石化、华鲁恒升和鲁西化工。
[化学原料和化学制品制造业] [2018-07-01]
绝对的环保并不存在。化工企业不可能实现“零排放”,如果对排放“零容忍”就不可能正常进行化工生产。我国目前还不可能放弃化工行业。化工行业的发展和环保必须求得平衡点。东部地区化工企业即便处理了废气、废水,也只是将废物转化为固态形式,而固废即便焚烧,最终依然会产生废渣,还是需要填满处理,无论从环保角度还是土地的经济价值角度出发,东部人口稠密地区都不再会允许新设填埋场。而跨省向西部运输不仅增加成本,也将受到越来越严格的限制。
[化学原料和化学制品制造业] [2018-07-01]
今年 4 月以来,江苏省多个化工园内污染问题接连遭曝光,导致盐城市响水生态化工园部分停产、灌云化工园及灌南县化工园区所有企业一律停车整顿;受此影响,数家江苏上市公司发布公告称其子公司“根据政府相关部门对园区及园区内所有化工企业全面停产排查整治环保问题的要求而临时停产”,所涉及行业包括农药、染料、磷化工等。
[化学纤维制造业,化学原料和化学制品制造业] [2018-06-30]
Injection molding is one of the most preferred processes to manufacture essential components, which are to be used in original equipment manufacturing (OEM) for a wide range of industries. Currently, injection molding is used to manufacture almost all types of plastic part components, including polypropylene and polypropylene composites. The applications covered in this study include transportation, electricals & electronics, packaging, aerospace & defense, and others.
[化学原料和化学制品制造业] [2018-06-29]
介绍了甲基异丁基酮(MIBK)合成的主要生产技术情况,重点比较了异丙醇法、丙酮三步法及丙酮一步法的技术特点;分析了MIBK 国内外市场情况,包括产能、消费结构、供需关系、进出口以及发展前景等,提出我国MIBK 产业发展的建议。
[化学原料和化学制品制造业,仪器仪表制造业] [2018-06-29]
A compound semiconductor is composed of elements from two or more dissimilar groups of the periodic table. These elements can form binary, ternary, and quaternary alloys. The electrical conductivity of a semiconductor lies between that of a conductor such as copper or aluminum and an insulator such as rubber or glass. These semiconductors are ideal for high-speed signal processing, and operate at a lower voltage, can emit & sense light, and generate microwaves.
[化学原料和化学制品制造业] [2018-06-28]
The report on global functional coil coating market exclusively focuses on different types of products and materials of functional coil coatings available in the market. Functional coil coating is a process, which involves the cleaning and application of coating on the surface of the metal to enhance its aesthetics.
[化学纤维制造业,化学原料和化学制品制造业] [2018-06-28]
The polypropylene & high-impact polystyrene market for injection molding has witnessed significant growth over the past few years owing to its adoption in several end use applications. This is specifically due to its faster production and ability to manufacture high volumes. Along with this, unique advancement in injection molding such as computer aided engineering (CAE), as well as innovative experiments to analyze processing, automation in processing, and recycling of plastics foster the growth of this market. The report on polypropylene & highimpact polystyrene market for injection molding exclusively focuses on different types of end-user applications in the market. It further provides information on the current market trends in different geographies and suggests the future growth opportunities. In addition, the report covers the overall value of different types of materials such as polypropylene & high-impact polystyrene that are used in injection molding.
[化学原料和化学制品制造业] [2018-06-27]
With estimated net revenues of USD 119.6bn in 2017, Brazil’s chemical sector was the eighth largest in the world and the leader in Latin America. Compared to 2016, the industry’s turnover rose by 9.5% y/y, as the uptick in economic activity propelled the domestic demand for chemicals from the main industrial consumers – the agriculture, automotive and durable goods sectors. However, the country remains highly dependent on imports of chemical products, as local production is not able to entirely meet domestic demand. Since 1991, the trade deficit in chemicals has increased nearly 15 times, reaching USD 23.4bn in 2017. A major factor for this negative development can be attributed to poor investment in R&D and modernisation of production capacity that has led to a steady loss of competitiveness of domestic chemical products.