统计分属于 4 个子行业的 12 家上市公司，2022 年前三季度行业合计收入、归母净利润同比+8.77%、-30.44%；其中 Q3 单季度收入、归母净利润分别同比+11.40%、-57.45%。子行业中前三季度仅美妆品牌商收入及利润端同比增长，分别+14.12%、+13.02%，其他子行业代运营公司、制造商公司以及个护公司收入和利润端同比均为下滑。22Q3 美妆品牌商收入、归母净利润同比+12.18%、+26.59%、增速环比 Q2 均有改善，且净利率提升；制造商公司、代运营公司以及个护公司收入同比增速均转正，利润端仍有承压。

氟化工是我国具有特色资源的优势产业，产业水平在国际上具有较高的地位。近年来我国氟化工产业形成了无机氟化工、氟碳化学品、含氟聚合物及含氟精细化学品四大类氟化工产品体系和完整门类。其中，含氟聚合物的起源和发展始终是同其在现代工业特别是尖端武器为代表的军工业和以航空航天为代表的高科技密切联系在一起的，有无强大的含氟聚合物工业常被看作国家现代产业、现代科技、现代国防的重要标志之一。伴随未来几年在高性能、高附加值氟产品等应用领域的不断深入，我国氟化工产业快速发展的势头有望延续。我们看好产业链完整、基础设施配套齐全、规模领先以及工艺技术先进的氟化工龙头企业：巨化股份、东岳集团、三美股份、永和股份、昊华科技及上游萤石资源巨头金石资源等公司。

三季度成本端支撑减弱，需求疲软，板块业绩环比下行。受美联储大幅加息的影响，国际原油价格三季度明显下行。原油价格的下行使得化工品成本端支撑减弱，化工品价格整体呈下跌趋势。

Transformer oils are used as dielectric fluids and act as a coolant for transformers, switchgear, starters, regulators, and more. The performance of transformers mainly depends upon the quality and type of transformer oil. Transformers are important equipment that is used for the transmission & distribution of electricity. Additionally, various industries require different types of transformers to get the desired voltage and current that is essential for the optimum performance of machinery installed in plants. The agricultural sector also uses transformers for various tools and irrigation equipment, such as electrical pumps and motors.

Silicone lubricants are used for the lubrication of metal and nonmetal surfaces. They are also suitable for rubber, polyvinyl, wood, and other materials. These lubricants also perform well in extreme weather conditions, which include scorching temperatures or freezing conditions. Silicone lubricants are great water repellents and hence protect from rust. However, with technological advances, the lubricant market offers extended benefits, such as reducing the interval for changing oil, increasing equipment life, emitting low carbon, and reducing equipment maintenance costs. The silicone lubricant market has undergone significant changes due to recent developments, evolving needs, and preferences of customers.

Phosphoramidites are modified chemical nucleosides used in oligonucleotide synthesis. Nucleoside phosphoramidites were first discovered in 1981. Before phosphoramidite discovery, deoxyribonucleic acid (DNA) synthesis methodologies were bounded in quality, length, and yield due to inefficacious reactions that produced mutated or truncated oligonucleotides. In addition, due to the inefficient use of extra protecting groups attached to each nucleotide, intermediates catalyzing the synthesis process became highly unstable, predisposing the growing oligonucleotide to damage.

Lubricant additives are fundamental components of lubricant raw materials, which are used for the formulation of lubricant products. They are added in small quantities in a base oil to enhance its features for manufacturing, storage, transport, and application. Additives in a lubricant formulation are over 5% by weight. The fundamental purpose of using additives in a lubricant formulation is to enhance its characteristic properties imparted by the main components of the additive material. Lubricant additives have three basic functions

Grease is used for the lubrication of any mechanical system. The main purpose of grease is to reduce friction between moving parts, which will increase mechanical systems’ efficiency and output. Grease also reduces machine parts’ wear.

Industrial lubricants protect machines and equipment from wear and tear, reduce downtime, increase service intervals, and lower maintenance costs. Industrial lubricants are made from base oils and additives. The global industrial lubricants market is classified into four product types: industrial oil, metalworking fluid, process oil, and grease.