农药：农药核心矛盾点是海外库存消化节奏和国内新产能的持续投放。在出口端压制下农药景气度经过近一年的消化，部分产品已回落到历史价格分位50%水平。考虑到下游需求偏刚性叠加经历了春耕对库存的消化，下半年海外采购有望逐步回暖，带动农药价格回稳。考虑到上游原药价格回落，价格周期性偏小的植物生长调节剂有望受益，建议关注国光股份；同时建议关注海外自主登记、海外渠道建设加速布局的跨国农药巨头润丰股份。

百货&跨境电商&零售：行业风口渐起，零售百货龙头业绩高增。①重庆百货：预计Q2 收入同比增长65 ~75%， 归母净利润同比增长40~45%。②华凯易佰：预计Q2 收入同比增长40~50%，归母净利润同比增长200~220%。③小商品城：预计Q2 收入同比增长20~30%，归母净利润同比增长45~55%。④孩子王：预计Q2 收入同比增长5~15%，归母净利润同比增长25~30%。⑤明月镜片：预计Q2 收入同比增长30~40%，归母净利润同比增长20~30%。⑥博士眼镜：预计Q2 收入同比增长20~30%，归母净利润同比增长110~120%。

根据Evaluate Medtech预测，2024年全球医疗器械市场规模达5945亿美元；体外诊断领域约占13.4%，为占比最大的细分赛道，国内市场亦是如此。其中，规模大、增速快、格局佳的化学发光免疫分析子行业备受关注。根据菲鹏生物招股书数据，预测2020年中国化学发光免疫分析市场规模为284.4亿元，未来5年和10年的CAGR分别为17.34%、13.78%，均高于中国体外诊断市场规模的可比数据17.07%、12.29%，以及全球体外诊断市场规模的可比数据6.92%、6.13%。

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.

Manufacture of refractory mortars, concretes etc. Manufacture of refractory ceramic goods: Heat-insulating ceramic goods of siliceous fossil meals Refractory bricks, blocks and tiles etc. Retorts, crucibles, muffles, nozzles, tubes, pipes etc. Manufacture of refractory articles containing magnesite, dolomite or chromite

2023 年5 月份中信基础化工行业指数下跌4.68%，在30 个中信一级 行业中排名第17 位。子行业中，涤纶、民爆用品和轮胎行业表现居 前。主要产品中，5 月份化工品价格延续调整，涨跌情况弱于上期。 上涨品种中，碳酸锂、氢氧化锂、锰酸锂、高温煤焦油和蒽油涨幅居 前。6 月份的投资建议关注氟化工和轮胎行业。

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive coolant by geography and historical trend. The scope of the report extends to sizing of the automotive coolant market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive specialty coatings by geography and historical trend. The scope of the report extends to sizing of the automotive specialty coatings market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

Growing interest in ready-mixed concrete produced in the materials industry are expected to drive the market. Industry - Materials The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for ready-mixed concrete by geography and historical trend. The scope of the report extends to sizing of the readymixed concrete market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

Industry

welder's leather aprons Manufacture of work wear Manufacture of other outerwear made of woven, knitted or crocheted fabric, non-wovens etc. for men, women and children: Coats, suits, ensembles, jackets, trousers, skirts etc. Manufacture of underwear and nightwear made of woven, knitted or crocheted fabric, lace etc. for men, women and children: Shirts, T-shirts, underpants, briefs, pyjamas, nightdresses, dressing gowns, blouses, slips, brassieres, corsets etc. Manufacture of babies' garments, tracksuits, ski suits, swimwear etc.