从需求结构来看，2020 年我国碳纤维下游需求主要来源于风电叶片以及体育休闲，需求量分别为2、1.46 万吨。从需求增速来看，碳碳复材、风电叶片及压力容器这三个领域的需求增速排在前列，同比增速分别为150%、44.93%、33.33%。“碳中和”顶层设计政策落地，清洁能源发展力度加码，风电、氢能、光伏均迎来发展机遇，将是我国碳纤维需求高速成长的主要驱动力。

随着国防建设对于装备作战性能要求的提升，以及国外在高精尖领域对国内封锁的现状，装备作为基础的材料，在性能提升、独立自主等方面的需求日益迫切。部分新材料因具备良好的力学特性及耐高温、耐蚀性能或某种特定的环境适应性，成为航空航天、动力、能源、化工、机械、冶金、电子信息等国民经济关键领域发展的物质基础和国防现代化的重要支撑。

This study analyzes the global market for plastic, glass, aluminum, rubber and paper-based primary pharmaceutical packaging materials that include bottles, blister and strip packs, ampoules and vials, prefilled syringes, cartridges, tubes, canisters, caps and closures, and sachets. •These products are greatly valued in the pharmaceutical industry for storing and dispensing oral drugs, drops and sprays, topical medicines and suppositories, and injectables.

Bone grafts are used in surgical procedures for bone replacement and repair of bone fractures. These are helpful in spinal fusion surgeries ensuring new bone formation. There are several types of bone grafts available in the market. These include allograft, autograft, and artificial graft. This report constitutes information about allografts, bone grafts substitutes, and cell-based matrices. Platelet concentrations and cost of autografts are excluded in this report. The bone grafts & substitutes market has witnessed remarkable growth and developments since last few years, owing to increase in incidences of musculoskeletal disorders and other bone & joint related disorders.

我们通过玻纤及碳纤维的需求/供给/竞争格局比较，发现碳纤维正复制玻纤的产业化历史：1）玻纤长期寡头垄断格局源于资金和技术等壁垒，而碳纤维壁垒更高，具备强者恒强基础；2）中国巨石万吨池窑线打破规模化阻碍，碳纤维进口受阻带来国产化机遇，规模化进程加速；3）下游需求高度重叠，碳纤维应用扩张及对玻纤渗透加速。

虽然我们强调对22 年竣工需求并不悲观，但同时我们承认中长期竣工需求逐阶减弱乃至下滑已是必然趋势，故而竣工产业链的向上估值弹性受到压制。不过，对于浮法玻璃而言，短期供需错配所带来业绩弹性的影响因子较估值更为重要。

A floor sealer is a chemical solution that is applied to the surface of various types of floors covering materials to preserve them from stains and damage. A seal is a substance that prevents staining agents from penetrating flooring by soaking into and sealing the pores found naturally in highly absorbent materials. A finish is a substance that coats the surface of the floor with an invisible protective layer that serves as a stain-resistant barrier. Floor sealers can be used in several ways: Initial Use Sealers: They are chemical substance that are applied to a newly built floor instantly. They are commonly used for porous materials such as cork, brick, sandstone, and other natural stone materials that are prone to deep set-in stains.

今年以来，玻璃纤维及制品行业呈现量价齐涨的高景气发展走势。今年前8个月，玻璃纤维及制品行业实现主营业务收入同比增长29.50%，利润总额同比增长106.56%，行业整体利润水平持续提升。

In the modern era, it has become clear that environmental surfaces can easily be contaminated with infectious and disease-causing agents, and hence, disinfection plays a vital role in minimizing or reducing the chances of spreading infections. Disinfection is a process that includes physical or chemical means to control or destroy the harmful microorganisms that cause infectious diseases. The process of disinfection can be categorized into three levels in terms of the efficacy of disinfection. The chemical disinfectants are mainly categorized as per their chemical properties. These have different modes of action to destroy microbes, which include denaturing lipids or proteins, rupturing the cell wall, alkylation, or oxidation.