Optimistic about CDMO

With the increasing difficulty of drug research and development, the extension of the research and development cycle, and the decline of the return on investment, CDMO has gradually become the optimal solution for the research and development of pharmaceutical companies. Driven by cost, efficiency, innovation,...

Global Wind Power Continues to Rise, And It Is Time to Replace Foreign Wind Power Bearings

In general, wind power meets the requirements of human sustainable development, with distinctive characteristics of the times and trends. With the rapid development of the global wind power industry, the related parts market has also risen. As one of the core components of the wind power field, the bearing wil...

The Outside Has Been Optimistic About the Aerogel Market, And Domestic Companies Are Becoming Increasingly Powerful

Silica aerogel is a porous solid material whose dispersion medium is gas. It is the lightest solid material currently used in engineering. Compared with traditional thermal insulation materials, the thickness of aerogel materials is one-half to one-fifth of traditional thermal insulation materials under the sa...

The Global UPS Market Is Growing Steadily, But the Development of Local Companies Is Not Stable

UPS intelligence includes automatic identification and control of system operating status, system fault self-diagnosis, automatic battery detection and management, intelligent internal information detection and display, etc., which are mainly realized through system control software. With the development of co...

With the Continuous Growth of the Global FPC Market, The Output Value of China's FPC Is Different from the Actual Output Value

Compared with traditional vehicles, new energy vehicles are equipped with more electronic devices, and the vehicle functions are more abundant. In the context of the rapid development of new energy vehicles, the degree of intelligence of vehicles is increasing. Lighting systems, display systems, power systems,...

Foreign ADAS Products Are Not Satisfied and Domestic ADAS Is Expected to Emerge Suddenly

People's expectations for car driving are rising, which drives the rapid development of the ADAS industry. As overseas ADAS shows certain geographical limitations, domestic ADAS is expected to emerge suddenly. Although the autonomous driving technology is not mature at this stage, breakthroughs in informatizat...

Sanitation Industry II: Marketization of Sanitation Services Is Deepened, And Intelligent Sanitation Systems Build A Moat

With the development of China's social economy and the increasing living standards of the people, the output of domestic waste per capita will also continue to increase, driving the increase in environmental sanitation requirements in terms of garbage collection, cleaning, and transportation.

Sanitation Industry I: New Energy Sanitation Vehicles Usher in A Good Opportunity for Development

Environmental sanitation is a topic that will never be avoided in the development of human society. The role of the sanitation industry is highlighted in the increasingly serious environmental protection problems.

Low PUE Requires More Investment, And to Improve Production Factors Is the Best Choice for Most Players

With the continuous emergence and accelerated breakthroughs of a new generation of information technology represented by 5G and cloud computing, the scale of IDC has been pushed to a climax, thus, the problem of IDC high energy consumption caused by this has become increasingly prominent.

Foreign Adiponitrile Production Capacity Shrinks, While Domestic Nylon 66 Speeds Up

At present, since the downstream demand is recovering and the production capacity of the international leader adiponitrile is shrinking, the price of nylon 66 remains high. Domestically, the adiponitrile speeds up, and the domestic nylon 66 industry will soon break through international restrictions. Besides, ...

Industrial Hemp II: Provenance Is the Cornerstone, And Purification Technology Builds A Moat

With the maturity of the CBD industry chain, supporting services other than breeding, planting, processing and extraction, and derivative applications are playing an important role.

Industrial Hemp I: Due to Wide Applications and Loosened Policies, The Future Market Is Broad

With the functions of calming, soothing, repairing, and medicinal value of CBD, the consumer application of industrial hemp is expected to emerge in medical rehabilitation, functional health care, and industrial materials. The multi-faceted application market provides multiple development windows for industria...

Copper Industry II: The Growth of the Copper Market Is Guaranteed, And Domestic Copper Companies Need to Be Stronger

Domestic copper companies are large but not strong, with overcapacity, serious product homogeneity, and the lack of high-level, high-value-added professional teams, resulting in a disadvantaged position in international competition. Therefore, only when domestic enterprises develop to a high level, high added ...

Copper Industry I: Copper Sources Are Full of Variables, While Copper Prices Are Expected to Rise

Copper is an important industrial metal, and its consumption is closely related to economic growth. The development of strategic emerging industries such as the new generation of electronic information industry, new energy vehicles, high-end equipment manufacturing, energy conservation, and environmental prote...

As Both Technology and Production Capacity Achieve Breakthrough, The Downstream Boom Is Good for Domestic Manufacturers

With the breakthrough of m-cresol technology and the expansion of production capacity, the self-sufficiency of m-cresol China is expected to be further improved. With increasing barriers to entry of m-cresol and stricter environmental protection, the supply of raw materials will be tightened. We believe that t...

The Tension Between Supply and Demand in the Fluorite Market Has Intensified and Prices Are Expected to Rise

With the rise of emerging fields, the global fluorite consumer market is expected to hit another peak. However, as some domestic production capacity has eliminated, the supply of fluorite has been reduced and fluorite prices are expected to increase. Of course, in the current complex international environment,...

The Supply and Demand of the Flame Retardants Market Is Tighter, Which Is Good for the Development of Phosphorus Flame Retardants

80% of the world's flame retardants production capacity comes from China, and now many domestic companies have been shut down, reducing the global production capacity by 30%, which will have a greater impact on the market structure and the industry structure will be further concentrated.

The Field of Superalloys Is in A Good Time for Development

The problem of process technology lagging behind production equipment is more prominent, so upgrading technology and technological innovation is the key to domestic special steel companies to enhance their core competitiveness. In the past two years, the R&D investment of local enterprises has continued to...

China Will Dominate the Global High-Generation Market, And the LCD Industry Structure Will Be Further Optimized

With the abortion of the production capacity of Korean factories, the integration of existing production capacity is accelerating, the industry concentration will become higher and higher, and the industry's competitive landscape will continue to be optimized.

Reflective Materials: Infrastructure and New Energy Vehicles Are Important Growth Points

The upstream of the material industry chain is raw materials, mainly including PET, PVC, titanium dioxide. And the midstream is a supplier of various reflective films. There are mainly two types of glass beads and micro prisms in the market. The downstream is for various market applications, divided into plann...

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