钠电规模化后具备明显成本优势，近两年技术进步显著，在储能、低端动力领域应用空间较大。锂电池性能优异一直是主导的电池体系，但21年中以来碳酸锂价格飙升，锂电池成本大幅提升，给产业链带来压力，从而企业寻求新材料体系进行突破，钠电池因为天然的成本优势而成为首选，大规模量产后成本有望降低至0.5元/wh（pack），相较于10万/吨碳酸锂下的磷酸铁锂电池仍具成本优势。

This class includes: Manufacture of flat glass, including wired, coloured or tinted flat glass Manufacture of toughened or laminated flat glass Manufacture of glass in rods or tubes Manufacture of glass paving blocks Manufacture of glass mirrors Manufacture of multiple-walled insulating units of glass Manufacture of bottles and other containers of glass or crystal Manufacture of drinking glasses and other domestic glass or crystal articles Manufacture of glass fibres, including glass wool and non-woven products thereof Manufacture of laboratory, hygienic or pharmaceutical glassware Manufacture of clock or watch glasses, optical glass and optical elements not optically worked Manufacture of glassware used in imitation jewellery Manufacture of glass insulators and glass insulating fittings Manufacture of glass envelopes for lamps Manufacture of glass figurines

This class includes: Manufacture of fertilizers: Straight or complex nitrogenous, phosphatic or potassic fertilizers Urea, crude natural phosphates and crude natural potassium salts Manufacture of associated nitrogen products: Nitric and sulphonitric acids, ammonia, ammonium chloride, ammonium carbonate, nitrites and nitrates of potassium Manufacture of potting soil with peat as main constituent Manufacture of potting soil mixtures of natural soil, sand, clays and minerals

This data equals output data for the following ISIC Rev. 4 code: 2394 Manufacture of Cement, Lime and Plaster This class includes: Manufacture of clinkers and hydraulic cements, including Portland, aluminous cement, slag cement and superphosphate cements Manufacture of quicklime, slaked lime and hydraulic lime Manufacture of plasters of calcined gypsum or calcined sulphate Manufacture of calcined dolomite This class excludes: Manufacture of refractory mortars, concrete etc., see ISIC Code - 2391 Manufacture of articles of cement, see ISIC Code - 2395 Manufacture of articles of plaster, see ISIC Code - 2395 Manufacture of ready-mixed and dry-mix concrete and mortars

This data equals output data for the following ISIC Rev. 4 code: 2011 Manufacture of Basic Chemicals This class includes: Manufacture of liquefied or compressed inorganic industrial or medical gases: Elemental gases Liquid or compressed air Refrigerant gases Mixed industrial gases Inert gases such as carbon dioxide Isolating gases Manufacture of dyes and pigments from any source in basic form or as concentrate Manufacture of chemical elements Manufacture of inorganic acids except nitric acid Manufacture of alkalis, lyes and other inorganic bases except ammonia Manufacture of other inorganic compounds Manufacture of basic organic chemicals: Acyclic hydrocarbons, saturated and unsaturated Cyclic hydrocarbons, saturated and unsaturated Acyclic and cyclic alcohols Mono- and polycarboxylic acids, including acetic acid Other oxygen-function compounds, including aldehydes, ketones, quinones and dual or poly oxygen-function compounds Synthetic glycerol Nitrogen-function organic compounds, including amines Fermentation of sugarcane, corn or similar to produce alcohol and esters Other organic compounds, including wood distillation products (e.g. charcoal) etc. Manufacture of distilled water Manufacture of synthetic aromatic products

Over the past years, cleaning products have become part and parcel of a consumer’s life. Consumer awareness is also growing every year, which is why manufacturers are focusing on elevating the quality of cleaning products with the best possible environmental conditions. Today's consumer is not just concerned about maintaining hygiene or cleanliness at a personal level but also keen on reducing the chances of infections in his/her surroundings. So, to fulfill the hygiene needs at home as well as at commercial places, different ingredients are used in cleaning products.

需求方面：疫情仍是最大变量，投资、消费需求持续较差，新能源相关需求高位。出口方面：2021 年海外疫情防控政策放松，海外景气恢复，出口强势复苏；2022 年H1 通胀压力下，产品出口存下行压力，且结构分化明显，下游产品出口放缓。

权益市场回顾：近一月（2022.08.12-2022.09.09），国内部分地区高温限电、 疫情以及经济预期偏弱影响下，权益市场整体下行，截至9 月9 日，沪深300 指数收跌2.32%。化工行业方面，“北溪-1 号”完全停止输气且重启时间未知， 欧洲天然气供给不足，价格大幅上行。叠加莱茵河水位降至低位水平，欧洲化 工厂商产品和原材料运输困难，以及缺乏冷却水，导致欧洲化工工厂生产困难， 利好我国化工品出口。基础化工板块在近一周已止跌回升，受国际能源价格波 动，天然气、原油、煤炭等资源股行情较好。8 月12 日-9 月9 日，申万一级基 础化工指数下跌3.14%，相对沪深300 指数下降0.82 个百分点；石油石化指 数上涨3.51%，相对沪深300 指数上涨5.83 个百分点。

美妆医美行业7 月和8 月受618 大促提前消费影响有所波动，其中7 月化 妆品零售额同比上升0.7%，环比增速下降。7、8 月化妆品线上消费整体波 动，8 月环比改善。看好疫情防控精准化及需求端恢复后化妆品消费复苏。