Barnes Reports' Global Manufacturing & Makets report series provide estimates of the size and characteristics of the largest equipment, materials and consumables by manufacturing industries in the largest 140 global countries. These estimates are produced by a proprietary economic model that is based on a number of sources and factors:

Nuclear decommissioning is dismantling a nuclear facility, so it no longer requires radiation protection measures. The presence of radioactive material necessitates potentially hazardous, expensive, time-consuming processes and presents environmental risks that must be addressed to ensure radioactive materials are either transported elsewhere for storage or stored on-site safely. The high risk of accidents and lessons from historic events can boost the demand in the nuclear decommissioning market. Furthermore, the increasing pressure from environmental groups due to public concerns related to nuclear reactor operations and hazards from radioactive wastes may increase the demand in the nuclear-decommissioning market.

Powder-actuated tools are used in attaching materials to a solid base, such as concrete, steel, or masonry. The powder-actuated tools market is growing at a CAGR of 2.19%. The growth is supported due to growth and development in the end-user industries such as construction and manufacturing.

Nanofiltration (NF) membrane is basically a membrane filtration-based process or liquid-separation technology that uses nanometer-sized through-pores. NF membranes have pore sizes of 1-10 nanometers, which is smaller than membranes used in microfiltration and ultrafiltration but larger than RO. NF provides a high rejection of multivalent ions, such as calcium, and a low rejection of monovalent ions, such as chloride. The nanofiltration technology is used to recycle wastewater due to the high flux rates and lower energy consumption than RO technology. In addition, NF is often employed in the manufacturing process for pharmaceuticals, textiles, dairy products, and bakeries.

Home fragrances can create a pleasant atmosphere as well as mask odors. Scented candles; reed diffusers; room sprays; essential oils & wax melts; incense sticks & cones; and other products, such as potpourris, sacks & sachets, and scented ceramics, are types of home fragrances. These products are available in various colors, designs, and types, which can enhance the aesthetic of homes. Furthermore, the popularity of aromatherapy increases the demand for home fragrance products. Essential oils offer a comprehensive range of medicinal and therapeutic properties to help relieve headaches, aching joints, and stress and enhance skin conditions. Candles are the most common tools for aromatherapy. Lighting a candle is one of the easiest ways to scent a room and create a relaxing environment.

Pour point depressants are essential to improve the performance of lubricants. Pour point depressant additives are primarily added to the lubricants to make the mineral base oil function at low temperatures, even without the formation of heavy wax, and to enable the oil to flow easily. Pour point depressant additives are used in engine oil or equipment operating in cold temperatures. Polymethacrylates, alkylated wax phenol, and alkylated wax naphthalene are the most commonly used additives. The fundamental purpose of using pour point depressants in a lubricant formulation is to enhance the characteristic properties imparted by the main components of the additive material. Pour point depressants have three basic functions.

2022 年以来基础化工行业景气下行，收入、利润增速回落。2022 年，中信基础化工行业实现营业收入26699.52 亿元，同比增长 21.14%，实现净利润 2404.58 亿元，同比增长3.89%。2022 年基 础化工行业的收入、利润仍保持增长，但与三季报业绩相比，行业 增速较2022 年前三季出现明显回落。2023 年第一季度，基础化工 行业的收入同比环比均有所下滑，但营业利润与净利润环比均出现 回升，显示行业的盈利出现边际改善。

2023年4月，化妆品线上销售呈现弱复苏态势，淘系平台增速由负转正。2023年4月，淘系平台化妆品（护肤+彩妆，下同）GMV同比+4%，其中护肤同比+0.46%，彩妆同比+14%；京东化妆品GMV同比-5%，其中护肤同比-5%，彩妆同比-4%；拼多多化妆品GMV同比-16%，其中护肤同比-28%，彩妆同比+13%；苏宁平台GMV同比-80%，跌幅收窄，其中护肤同比-84%，彩妆同比-50%。4月重点品牌淘系平台数据：贝泰妮旗下薇诺娜/薇诺娜宝贝GMV分别同比-16%/+32%，珀莱雅旗下珀莱雅/彩棠分别同比+6%/+114%,华熙生物旗下润百颜/夸迪/米蓓尔/BM肌活分别同比-5%/-70%/-34%/-31%，丸美股份旗下丸美/恋火分别同比+31%/+117%。颜值时代下，美妆需求从“可选”变“必选”，美妆消费群体扩大、人均消费额提升与消费升级仍是行业快速增长的重要驱动力，维持行业“强于大市”投资评级，建议关注美妆优质标的。

2022全年受国际地缘政治及国内疫情反复和地产链下行的影响，外需偏弱、内需不稳，化工行业景气渐弱，截至2023年5月6日，中国化工产品价格指数（CCPI）报收4547点，较2022年初的5230点下降13.06%，近五年历史百分位为42.32%。随着今年稳增长政策的出台，疫情影响逐步出清，地产/纺服/汽车/食饮等终端需求渐改善，复苏初现。同时，2023Q1化工行业资本开支增速放缓，供需格局有望逐步改善，行业有望开启向上周期。重点关注大炼化、聚氨酯、氟化工等目前处于低估值，业绩逐步企稳的行业，重点关注万华化学、卫星化学、宝丰能源、荣盛石化、龙佰集团、巨化股份、金禾实业、万润股份等在经济复苏中业绩弹性较大的企业。