行业研究报告题录
制造业--化学原料和化学制品制造业(2021年第4期)
(报告加工时间:2021-02-01 -- 2021-02-21)

境外分析报告

  • 全球电子陶瓷市场报告(2020-2027年)
    Electronic ceramics, or electroceramics, are materials are extracted from various rocks and are available in powder form and various other formulations. They include piezoceramics, dielectric ceramics, ferroelectric ceramics, and conducting ceramics. For the purpose of analysis, the report segments the global electronic ceramics market based on the material used, application, end users. The report provides details about the various materials available in the market, which include alumina, zirconia, silica, and others. The applications covered in the study include capacitors, data storage devices, optoelectronic devices, actuators & sensors, power distribution devices, and others. The end users of electronic ceramics are electronics, automobile, medical, aerospace & defense, and others. The report outlines the details about the revenue generated by the sale of electronic ceramics across North America, Europe, Asia-Pacific, and LAMEA.
  • 全球面膜市场前景预测(2020-2025年)
    The skincare industry is booming across the globe. Skincare products, such as facial masks and body scrubs, play a big role in self-care routines. Recently, the industry started to change as skincare products have surged in popularity, with interest in natural and organic ingredients and a thriving community on social media. The skincare industry is growing faster than the makeup industry. Women contribute a high share in the skincare industry and are adding anti-aging products to their skincare regimens as they get older. For instance, in 2019, it was witnessed that around 64% of skincare products users across the globe were calculated to be women. In addition, men are showing interest in skincare products, and in turn, companies are launching new lines targeted at them. The beauty industry is shaped by the everchanging customer demands. Along with the diversified medium of social media, beauty users pick up popular trends from anywhere across the world and follow it. With this increasing demand, companies provide innovative products that satisfy such customers. Skincare is the biggest segment in the beauty industry, with its global sales expected to cross $135 billion by 2020.
  • 全球银纳米颗粒市场报告(2020-2027年)
    silver nanoparticles are one of the most commonly used nanomaterials because of their high electrical conductivity, optical properties, and anti-microbial properties. The biological activity of silver nanoparticles depends on factors such as particle composition, size distribution, surface chemistry, size; shape, coating/capping, particle morphology, dissolution rate, agglomeration, efficiency of ion release, and particle reactivity in solution.The report focuses on types of synthesis method such as wet chemistry, ion implantation, and biological synthesis. Moreover, the market is also studied based on the shape of silver nanoparticles such as sphere, platelet, rods, colloidal silver particles, and others. The applications covered in the study include healthcare and life sciences, textiles, electronics and IT, food and beverage, pharmaceuticals, cosmetics, water treatment, and others. Furthermore, the study evaluates the current market trends and suggests future growth opportunities by analyzing government regulations & policies.

投资分析报告

  • 石油化工行业:业绩有望周期改善,基金持仓大幅提升-1月动态报告
    2020 年我国原油需求同比增长5.71%,对外依存度再创历史新高整体来看,2020 年我国加工原油6.74 亿吨,同比增长3.44%;产量1.95亿吨,连续两年正增长,同比增加2.04%;进口原油5.42 亿吨,同比增长7.25%;原油表观消费量7.36 亿吨,同比增长5.71%;对外依存度达到73.5%,较上年增长0.95 个百分点,再创历史新高。
  • 化工行业:2020年Q4化工板块基金重仓分析,基础化工板块基金重仓环比同比双提升,重回上升通道
    2020 年Q4 基础化工板块、石油化工板块基金重仓占比较2020 年Q3 均有所提升,重仓占比回归至近十年中游偏低水平。拆分来看,2020 年Q4主动管理型公募基金重仓持股中基础化工重仓市值占比3.76%(季度环比+0.55pct),石油化工重仓持股市值占比0.89%(季度环比+0.56pct,剔除两桶油)。二者重仓占比分别处于2009 年以来约44%与31%的历史分位,长期来看仍有一定向历史中位回归的上升空间。
  • 化工行业:化工板块超额收益有望继续,看好四条主线
    上周基础化工板块上涨5.7%,沪深300 指数上涨2.0%,基础化工板块跑赢大盘3.6 个百分点,涨跌幅居于所有板块第5 位。基础化工(中信)板块P/E(TTM,整体法,剔除负值)为36.55,P/E(2021E)为28.39。从基础化工板块与沪深300 的估值之比来看,目前这一比值为2.21,高于一年来的均值2.19。
  • 化工行业:年初至今化工涨幅第一,氨基酸大幅上涨
    最新景气指数15.91,上周景气指数18.75,本周(0118-0122),基础化工指数(中信)涨5.67%,上证涨1.13%。油价震荡上涨,周五布油收盘价55.41 美元/桶,环比上周涨0.31 美元/桶;美国原油钻机数量继续回升,当周原油钻机数289 部,环比增2 口,前值增12 口。
  • 基础化工行业:强者更强的局面不可逆转-深度研究
    化工行业强者更强的局面不可逆转。推荐油价端资产、纺服链原料、低供给弹性的大宗品、具备竞争优势的差异化品种以及刚需且底部未复苏的子赛道。
  • 化工行业:C端看中外轮胎龙头,消费属性凸显!
    乘用车胎为主,C 端消费占比八成。消费品与工业品和大宗商品的最大不同,主要体现在两点,一个是消费群体,一个是议价能力。轮胎一致以来,都被作为汽车零配件、工业品来看待,但从轮胎的需求结构来看,轮胎从使用场景上分,分为商用车轮胎(包括全钢胎和非公路胎)和乘用车胎。从数量上来看,乘用车胎数量占90%,商用车胎数量占10%,从金额上来看,乘用车占约60%,商用车占40%。无论是从数量上还是金额上,乘用车胎都占据了轮胎消费市场更大的份额。
  • 化工行业:维生素价格持续走高,醋酸,氨纶启动涨价-报告
    基础化工板块较上周上涨5.12%,沪深300 指数较上周上涨2.05%。基础化工板块跑赢大盘3.07 个百分点,涨幅居于所有板块第4 位。据申万分类,基础化工子行业涨幅较大的有:涤纶18.58%,无机盐12.34%,磷肥10.46%,氨纶10.3%,粘胶9.7%。
  • 化工行业:60万吨可降解塑料项目落户恒力,12月铁锂电池装机量占比近3成
    上周化工新材料指数跑输创业板指,截至2021 年1 月23 日,化工新材料指数收1181 点,较此前的1111 点上涨6.26%,跑输同期创业板指的上涨8.68%。
  • 化工行业:化工板块2020Q4持仓分析,配置比例提升,增配顺周期成长龙头-专题报告
    2020Q4 末基金持仓化学品和油气石化比例分别为2.7%和0.8%,分别较2020Q3 环比提升0.2 pct 和0.5 pct,基金持仓化学品比例在长江一级行业排名第11 位。顺周期视角下,全球经济均稳步修复,下游需求回暖,原油价格逐步回升,油气石化和化学品盈利回升确定性较大,板块涨幅居前,持仓均环比回升。

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