龙头稳健新股活跃， 建议发掘新股投资机会。本周发布巨子生物（02367.HK）深度报告，公司营销渠道布局能力强，研发能力为产品核心原料保驾护航，同时叠加基于重组胶原蛋白成分的功效型护肤、医用敷料和肌肤焕活市场的贝塔催化，建议关注并及时布局。春节前促销活动基本结束，据EC dataway 数据，珀莱雅品牌取得淘系、抖音双平台护肤榜排行大捷，力压雅诗兰黛等国际知名品牌，勇夺护肤榜第二。华熙生物、贝泰妮旗下品牌总体稳健。

价值白马进入中长期配置区间。龙头公司在壁垒、竞争力上已经久经考验，核心竞争力强，未来成长性突出。前期上游能源价格波动侵蚀产业链利润，导致龙头白马目前估值和预期处于底部区域。我们预计2023 年龙头公司盈利有望逐渐改善。建议关注：万华化学、卫星化学、华鲁恒升、荣盛石化、东方盛虹等。

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 architectural coatings by geography and historical trend. The scope of the report extends to sizing of the architectural 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.

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 aquatic herbicides by geography and historical trend. The scope of the report extends to sizing of the aquatic herbicides 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 antimicrobial powder coatings by geography and historical trend. The scope of the report extends to sizing of the antimicrobial powder 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.

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 antimicrobial plastics by geography and historical trend. The scope of the report extends to sizing of the antimicrobial plastics 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 anti-slip additives by geography and historical trend. The scope of the report extends to sizing of the anti-slip additives 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 anti-reflective coatings by geography and historical trend. The scope of the report extends to sizing of the antireflective 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.

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 anti-icing coating by geography and historical trend. The scope of the report extends to sizing of the anti-icing coating 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 anti-graffiti coatings by geography and historical trend. The scope of the report extends to sizing of the anti-graffiti 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.