Although the raw materials required to manufacture paints and coatings have a relatively smaller margin (approximately 5%), they are extremely important components of the global chemicals industry. The different ingredients used to manufacture paints and coatings include resins, solvents, additives, pigments, and fillers. Resins are the most widely used raw materials as they account for around 49% of the total raw materials by value, followed by pigments and fillers, additives, and solvents. Coating resins are fundamental components of coating raw materials used to formulate paints and coating materials. Also, coating resins are added in small quantities to coating materials to enhance their features during manufacturing, storage, transport, and application.

The considerable growth of the global beltdriven starter generator market is attributable to the unprecedented consumer shift from Internal Combustion Engine (ICE) vehicles to Mild Hybrid Electric Vehicles (MHEVs). The growing awareness of the environmental impact of carbon emissions among consumers has accelerated the demand for technologies that minimize their carbon footprint. Moreover, the rising fuel costs are also encouraging consumers to minimize their fuel usage and focus on adopting solutions that improve fuel efficiency. Thus, all these factors are driving the demand for belt-driven starter generators in the market.

Automatic soap dispensers have become significant products across offices, restaurants, malls, and even homes. People have started using them as bathroom décor resulting in these becoming available in various styles. More developed countries are largely investing in automatic soap dispensers, which is increasing the demand for the same.

The growing importance of personal hygiene and the maintenance of cleanliness in healthcare settings are the largest drivers for the global antiseptic wipes market. The rising awareness regarding the importance of hand hygiene is majorly driving the demand for antiseptic wipes among individuals. Many new hygiene habits are emerging among individuals that were not present before the COVID-19 pandemic. The COVID-19 pandemic is hence seen as a major driver for antiseptic wipes usage.

Active pharmaceutical ingredients are used in finished pharmaceutical products and are intended to furnish pharmaceutical products. These products have a direct effect on the diagnosis, mitigation, cure, treatment, prevention of diseases. They also help in restarting, correcting, or modifying the physiological functions of human beings. Each drug is made up of two core elements – API, the major ingredient, and excipient, the substance other than drugs that support the delivery of medicine in patients. Excipients are chemically inactive compounds such as mineral oil or lactose. APIs are made of several chemical compounds.

近期猪价的快速上涨客观反映出当下生猪供给出现短缺的局面，根据农业农村部产能去化趋势 并结合母猪料的产量来判断，今年四季度和明年一季度商品猪供给量或出现逐季度环比减少的 局面，随着需求的复苏，明年春节前猪价不排除创本轮新高的可能性。当前阶段养殖板块股价 和猪价存在错配，随着养殖板块盈利能力持续改善，养殖板块的投资机会值得积极布局。目前 养殖板块估值水平还有较大的提升空间，重点推荐盈利能力快速改善的龙头企业牧原股份和温 氏股份，同时建议关注傲农生物和唐人神等。

7 月初，央行逆回购投放量降至30 亿，市场普遍将此理解为央行有意警示，提 醒市场流动性趋紧。然而事实却相反。7 月以来流动性整体维持宽松，隔夜利率 （银行间市场隔夜质押式回购，DR001）甚至一度跌破1%。

产业高频月度观察。1）通胀。截至7 月29 日，生猪产能持续去化，猪价上行至29.27 元/公斤；鸡肉、羊肉价格上涨，牛肉价格下跌；蔬菜、水果价格上涨。2）工业。7 月高炉开工率和各产能焦化企业开工率均下行，螺纹钢价格下行，库存减少；铜价下行，库存增加。3）消费。乘用车销售6 月同比增速回升，7 月电影票房回升。4）地产。7 月，30 城商品房成交面积环比下行，百城成交土地面积环比回落。

大厨电、扫地机表现平淡，空调、洗地机、投影仪景气度较高。7月4日-24日，空调、洗衣机、洗地机线上销额、销量增速表现较好，空调线下增速降幅收窄，空调景气度有所回升，洗地机依旧延续高景气。新品类集成灶增速较年初有所好转，洗碗机、扫地机器人景气度略有回落。投影仪整体实现逆势增长，根据奥维云网，2022年1-6月中国家用智能投影销额52.16亿元，同比增长9%，销量311万台，同比增长30%。

疫情之后，海外割草机市场需求呈现旺盛状态，再加上智能技术的进步和应用场景的拓展，智能割草机器人逐渐进入大众的视野。相比于传统割草机，割草机器人具备效率高、操作简易、噪声小、省时省力等优点，未来必将成为行业发展的主流方向。因此本次周报围绕割草机器人展开，探究其未来市场规模以及市场格局，分析所处行业的企业竞争格局，并针对当前市场痛点对未来技术革新方向进行展望。