产能风险预警机制等推动供给增长放缓，3 季度将现行业盈利拐点：在产能风险预警机制、当前低利润率等因素约束下，我们预计2023/24 年平均有效日熔量将同比增长47%/26%至8.6/10.8 万吨，增速相比2022 年明显放缓，均和需求增速基本一致。由于需求环比快速增长而供给增加较少，以及纯碱价格大跌推动成本下降，3 季度将为行业盈利拐点，下半年毛利率将环比大幅提升。我们预计一线企业毛利率2023/24 年将同比基本持平，二线企业则有望提高。

Thermal interface materials ( are materials used to dissipate and improve the transfer of heat out of electronics devices Generally, they are placed between the heat generating chip and/or component and the heat spreading substrate or dissipating device

Nanofiltration (NF) membrane is basically a membrane filtration-based process or liquid-separation technology that uses nanometer-sized through-pores. NF membranes have pore sizes of 1-10 nanometers, which is smaller than membranes used in microfiltration and ultrafiltration but larger than RO. NF provides a high rejection of multivalent ions, such as calcium, and a low rejection of monovalent ions, such as chloride. The nanofiltration technology is used to recycle wastewater due to the high flux rates and lower energy consumption than RO technology. In addition, NF is often employed in the manufacturing process for pharmaceuticals, textiles, dairy products, and bakeries.

Hair wigs and toupées are used to conceal hair thinning, pattern baldness, bald spots, and hair loss along the hairline. They are used to cover either the entire head or partial portions. On the contrary, hair extensions are used to increase the volume and/or length of the hair. Hair wigs and extensions can be made by using human hair or synthetic fibers that resemble human hair. Currently, the demand for multi-colored and themed wigs for events such as Halloween and cosplays is high.

Nanofiltration (NF) membrane is basically a membrane filtration-based process or liquid-separation technology that uses nanometer-sized through-pores. NF membranes have pore sizes of 1-10 nanometers, which is smaller than membranes used in microfiltration and ultrafiltration but larger than RO. NF provides a high rejection of multivalent ions, such as calcium, and a low rejection of monovalent ions, such as chloride. The nanofiltration technology is used to recycle wastewater due to the high flux rates and lower energy consumption than RO technology. In addition, NF is often employed in the manufacturing process for pharmaceuticals, textiles, dairy products, and bakeries.

Biocatalysts are natural substances used for increasing the speed of chemical reactions. They include enzymes produced from biological sources. Enzymes are produced from fungi, bacteria, animals, plants, and yeast. Biocatalysts are used in different industries for a variety of purposes. The demand for global biocatalysts is increasing due to rising awareness toward health and changing government policies. As the demand for biocatalysts is increasing, companies must increase the supply of raw materials for producing enzymes in bulk. Only biobased substances are used to make enzymes; therefore, companies are engaged in extensive research & development for enzyme development.

Breast implants are medical devices implanted under the breast tissue to enlarge breast size or replace breast tissues that have been removed due to cancer, trauma, or failure to develop symmetrically due to a severe abnormality in the breast (reconstruction). They are also used in revision surgeries, which seek to correct or improve the result of an original surgery. There are two types of breast implants approved for sale: saline-filled and silicone gel-filled. Both types have a silicone outer shell. They vary in size, shell thickness, shell surface texture, and shape (contour).

截至3月30日，2mm光伏玻璃价格18.5元/平方米，3.2mm光伏玻璃价格为25.5元/平方米，较上周无变化。厂商库存天数23.39天，环比减少6.89%。本周国内光伏玻璃市场整体成交良好，库存继续下降。国内2022年光伏新增装机量达到87.41GW，同比+59.3%；其中22年12月新增装机21.7GW，环比+190.5%。硅料价格开始回落，叠加政策推动，光伏装机需求23年有望持续改善。供给端，本周光伏玻璃日熔量83580t/d，环比持平。

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 portland cement by geography and historical trend. The scope of the report extends to sizing of the portland cement 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 automotive wrap film by geography and historical trend. The scope of the report extends to sizing of the automotive wrap film 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.