Roselle, known as Hibiscus sabdariffa L., is an annual crop used in food, animal feed, nutraceuticals, cosmeceuticals, and pharmaceuticals. It is used in producing jelly, jam, juice, wine, syrup, gelatin, cake, ice cream, and others. The product has anti-inflammatory and exfoliating properties, due to which it is becoming a vital raw material for organic and natural cosmetics.

PMMA is a synthetic resin produced by the polymerization of methyl methacrylate. It is a clear acrylic material that is replacing glass products in different end-user industries, such as construction. PMMA is a linear thermoplastic polymer that possesses high mechanical strength and is scratch-resistant.

Polytetrafluoroethylene (PTFE) is a synthetic fluoropolymer that is known for its exceptional non-stick and high-temperature-resistant properties. PTFE, often referred to as Teflon (a popular brand name), is used in various applications. PTFE finds diverse applications across various industries, including manufacturing, electronics, automotive, and cookware. Its myriad uses encompass lubricants, seals, gaskets, insulation materials, and non-stick coatings, making it an essential component in many products and processes that require low friction, chemical resistance, and high thermal stability.

Phenolic resins or phenol formaldehyde resins are synthetic polymers, which are obtained by the polymerization of formaldehyde and phenol. These are generally characterized by resistance to acids, water, and organic solvents. These are used especially in molded and laminated products, adhesives, and coatings.

A cosmetic emulsifier is an ingredient used in the formulation of skincare, haircare, and other cosmetics products to create stable emulsions. Emulsions are widely used in the cosmetics industry because they enable the combination of both water-soluble and oil-soluble ingredients into a single product, resulting in various types of cosmetic formulations, such as creams, lotions, serums, and moisturizers.

排名高低方面，有色、化工、农业、煤炭、机械等居前。截至 2023 年 12 月 25 日的综合得分排名靠前的行业有：有色、化工、农业、煤炭、机械等。综合得分排名靠后的行业有：地产、商贸、传媒、计算机、建筑等。边际变化方面，电新、银行、钢铁、有色、公用、汽车等排名上升。边际变化有时比排名结果更有信号意义，一般建议重点关注排名较高且边际改善的行业。本期打分表中电新、银行、钢铁、有色、公用、汽车等行业排名提高较多；另一方面，传媒、商贸、医药、军工、电子等行业排名下降较多。

工业制造信息简报

聚碳酸酯（PC）是具有优异性能的工程塑料，2015 年以来快速国产化，大量企业进入 PC 产业，2022 年以前产能保持快速增长，但始终维持大量进口状态，2019-2021 年进口量都在 150 万吨以上。2023 年以来 PC 行业的供需格局出现若干积极向好变化：（1）PC 供应端产能增速回归理性；（2）国内产业链企业普遍 完成了一体化配套和新产品开发，产业竞争力增强；进口替代过程显著加速，进口替代叠加反向出口有望带动百万吨量级的国内产量；（3）2022 年以来 PC 价格有较大幅度下跌，与其他竞争性材料相比性价比大幅提升；（4）PC 在终端下游，尤其是消费电子的新应用层出不穷，拉动了下游消费保持较快增长。

2023 年以来，基础化工行业走势较为疲软，景气度相对不高。一方面，上游油价仍在高位，使得产业链利润仍偏向上游。另一方面，国内的宏 观经济、房地产、建筑等行业仍处于弱复苏阶段，对基础化工行业的需求拉动较为有限。在这样的背景下，我们再次将目光投向海外，在国际供应链转移的大趋势中寻找投资机会。