化妆品行业规模整体增长确定性强，从产业链角度看，品牌端为核心投资标的， 同时监管趋严，上游龙头企业有望受益；随着线上多样化运营，代运营企业也 迎来机遇。

Consumers' focus has grown toward the food's source, quality, and nutritional value in recent years. This is reflected through the spurring sales of organic products and requests and preferences from consumers to either avoid or reduce the use of additives in processed food products. As a result, labels such as "free-from" are used on the packaging for products that have been reformulated to taste like homemade recipes, minus adultered ingredients.

The ultimate goal of all oil and gas operators across the globe is to extract hydrocarbon as cost effective as possible. In order to achieve this goal, their entire system should be automated and error free starting from the extraction process to the delivery and transportation of oil and gas to buyers, which can be achieved by implementation of hydrocarbons accounting solutions.

The ultimate goal of all oil and gas operators across the globe is to extract hydrocarbon as cost effective as possible. In order to achieve this goal, their entire system should be automated and error free starting from the extraction process to the delivery and transportation of oil and gas to buyers, which can be achieved by implementation of hydrocarbons accounting solutions.

With the increase in awareness regarding the harmful effects posed by synthetic chemicals, consumers are now abstaining from using chemical-infused products. In many instances, it has been found that toxic chemicals are being used in low-quality products, hence causing life-threatening problems in some cases. This led to an increase in awareness among consumers across the globe, resulting in an increase in the demand for natural products. The organic and bio-based beauty boom is part of the recent shift in consumer awareness about wellness, health, and the environment. Moreover, due to a growing number of social media influencers and beauty blogs, awareness, and availability of information regarding toxin-free ingredients have significantly risen.

Pressure-sensitive adhesives are an interesting product category with the potential to create a new generation of self-adhesives with a wide range of exceptional features. These adhesives are aggressively and persistently sticky in their dry state at room temperature and firmly attach to a comprehensive range of surfaces with the help of finger or hand pressure. Currently, acrylic self-adhesive polymers are manufactured using a wide range of acrylic ester monomers with a low proportion of monomers bearing pendant functional groups. Solvent-borne, water-borne, and solvent-free acrylic pressure-sensitive adhesives are the three most popular varieties of acrylic pressure-sensitive adhesives.

Death is an inevitable aspect that has constantly been witnessed in every corner of the world. It can be classified as natural, accident, suicide, homicide, undetermined, and pending (decided by the medical examiner and coroners). Most deaths occur naturally, which include aging or diseases. Apart from natural death, environmental disasters, unintentional injuries, crimes, self-harm, and others have contributed to the death process. Unintentional injuries accounted for the most causes of unnatural deaths.

Over the last few years, environmental regulations and the importance of developing sustainable products have created a huge demand for low and zero VOC adhesives. In the adhesive industry, VOCs are used as thinners that work with resin to bind materials. From OEM equipment manufacturers to book binding to DIY activities, consumers seek environment-friendly products. Therefore, it becomes important for adhesive manufacturers to deliver adhesive solutions with lower environmental impact.

全球钾资源分布不均，价格达到历史高位。2021年全球钾盐供应5000万吨K2O，2021年全球钾肥产量为4600万吨K2O，同比增长4.5%。全球钾肥生产、供应高度集中，只有14个国家生产钾肥，其中加拿大、俄罗斯、白俄罗斯产量占比分别为30%、20%、17%；全球海外前七大钾肥生产企业产能占比高达83%。2020年以来，全球疫情导致各国对粮食安全重视程度显著提升，加之海运费不断上涨等影响，推动钾肥需求、价格逐步走高，加之近期欧盟、美国对白俄罗斯钾肥制裁、俄乌战争冲突影响，使得全球钾肥市场达到了10年的历史高价位。

2015 年以来，以宇通、福田等为代表的车企纷纷着手燃料电池汽车的研发和销售。目前国内氢能车累计销量近9000 辆，2022 年随着氢能补贴政策继续发力，有望带动产业链继续放量。具体关注三条投资主线：1）国内氢能重卡放量带动，建议关注美锦能源、亿华通等；2）有望加快推进核心技术和材料国产化的环节，关注东岳集团、贵研铂业等；3）积极通过参股巴拉德入局燃料电池行业的企业，建议关注大洋电机、潍柴动力等。