UV curable coatings are based on UV curing technology that makes use of ultraviolet light to initiate the reaction. UV-based coating formulations can be applied to a variety of substrates such as paper, wood, metal, and plastic. The technology requires very less space and lesser curing time than conventional technologies. In many cases, the amount of heat generated while curing is also less; therefore, heat-sensitive substrates can also be coated. These UV coatings come in a variety of types such as 100% solids, water-based, solvent-based, pigmented, clear, and various gloss formulations.

Silicone sealants are employed to seal objects/surfaces that may be exposed to extreme environments, weathering, temperature, or movement for a prolonged period. Sealants are effective solutions that are elastic, flexible, durable, and reliable. Hence, they can be put to application in harsh conditions, ranging from construction, space, electronics, automotive, medical, and packaging. Silicone sealants are composed of silicone as a primary ingredient. The other essential components that provide silicone sealant their inherent properties are polymers, plasticizers, active reinforcing fillers, passive non-reinforcing fillers, cross linkers, and special additives. Silicone sealants based on their specific application can be readily modified using biobased materials. Through the addition of specific additives and fillers, they can be imparted enhanced electrical/thermal conductivity, resistance to fluctuation temperatures, and optical clarity, among others.

国内MDI、TDI、蛋氨酸、维生素生产商将受益。莱茵河水位下降导致航运受到制约，货物运输可能由陆路代替，MDI 和 TDI 的成本会有所增加，叠加天然气价格上涨也使得 MDI 与 TDI 的生产成本上升。另外，科思创位于德国的30万吨/年TDI 装置因氯气泄露发生不可抗力，预计 11 月 30 日后方可恢复供应。短期欧洲 TDI 供需失衡将加剧。

据天天化工网8 月12 日消息，科思创位于德国的30 万吨/年TDI 装置因氯气泄露发生不可抗力，预计11 月30 日后方可恢复供应。同时，近日国内外多套装置处于停车状态，巴斯夫位于德国的30 万吨/年TDI 装置于4 月底停车检修，目前尚未重启；烟台巨力8 万吨/年TDI 装置仍处停车状态；甘肃银光10 万吨/年TDI 装置重启时间待定；万华匈牙利25 万吨/年TDI 装置于7 月15 日开始陆续检修，预计检修35 天。目前，全球TDI 年产能达349.5 万吨，处于停车状态的产能合计103 万吨/年，占全球TDI 总产能的比例达29.5%，全球TDI 供给端收缩明显。

EVA是光伏需求最短板，看好未来2-3年EVA景气度。EVA装置建设周期在3年左右，2024年底之前仅有天利高新、古雷石化、宝丰能源合计75万吨装置投产。2022-2024年按照250/350/420GW新增装机测算，对于EVA需求分别为137/186/219万吨，在全球能源短缺背景下，需求端仍有较大超预期可能性。2025年全球光伏料需求量可达200万吨以上，高端光伏料供需紧张格局进一步加剧，我们认为2年内EVA行业仍然处于高景气周期，看好EVA价格未来中长期的继续上涨。

Medical grade tubing is a product designed for a number of applications that enable clinicians to perform several tasks, which normally include disposable applications such as medical catheters, IV sets, irrigation, drainage, and intravenous (IV) delivery. The applications are considered for medical applications such as abrasion protection, drug delivery, bulk disposable tubing, catheters, special applications, and other applications such as arthroscopy, endoscopy, and laparoscopy.

Automotive lubricants are fluidic substances with the primary function of decreasing friction between surfaces of automotive parts that come into contact. Also, automotive lubricants reduce energy wastage caused by friction and are highly effective in cleaning, cooling, and protecting metal components from corrosion and rust, and many other challenges associated with the engine, equipment, and machinery operations. For example, automotive engine oil used in cars and heavyduty and other vehicles is formulated for specific use in automotive engines. A good quality engine oil is critical for the proper operation of an automotive engine as it prevents damage and extends its service life.

The extraction of nucleic acids is the starting point in any molecular biology study and is thus considered a crucial process. The first crude extraction of DNA was performed by Friedrich Miescher, a Swiss physician, in 1869. He accidentally purified DNA from the nucleus while investigating proteins from leukocytes and found that the substance's property was fundamentally different from proteins and hence coined the term nuclein. DNA can be extracted from diverse sources, such as fineneedle aspirates of body fluids and biopsy samples; dried blood spots, buccal swabs, and fingerprints; soil, plant, and animal tissue forensic samples; and insects, protozoa, bacteria, and yeast.

重组胶原蛋白龙头厂家，高增长高利润率。公司成立于 2000年，是国内 基于重组胶原蛋白活性成分的专业皮肤护肤领域的领军者，旗下拥有可复 美、可丽金等八大品牌。根据Frost&Sullivan，公司2021 年以10.6%市 场份额成为国内第二大专业皮肤护理产品公司，19-21 年为国内最大胶原 蛋白专业皮肤护理公司。公司实际控制人为范代娣、严建亚夫妇，上市前 通过信托机构持有公司60.06%股份，股权结构较为集中。2021 年公司收 入、归母净利润分别为15.52/8.28 亿元，19-21 年复合增速分别为 27.39%、22.46%，收入业绩维持较快增长，公司2021 年归母净利率为 53.3%，净利率较高。目前，公司主要拥有可复美、可丽金两大专业皮肤 护理品牌贡献收入，21 年收入分别为8.98/5.26 亿元。

公司自2010年以来深耕负极包覆材料行业，当前拥有负极包覆材料核定产能2万吨/年，碳纤维可纺沥青核定产能5000吨/年。公 司当前已获得同意创业板上市批复，在新能源转型背景下，随着新增3万吨/年的产能投产，公司盈利能力将持续提升。2022年一 季度，公司预计实现营收1.48~1.58亿元，归母净利润2800~3100万元。我们预计公司2022-2024年实现营收6.82、8.40、9.83亿元， 净利润1.58、2.05、2.71亿元。