This report presents a detailed analysis of the trends, future estimations, and thorough study of the global die casting machines market based on type, material, end-user, and region. The market segmentation on the basis of type includes hot-chamber die casting machine, cold-chamber die casting machine, and gravity die-casting machine. By material, it is segmented into zinc, magnesium, aluminum, and others. Others includes copper, brass, lead, tin, and other alloys. In terms of end-user, it is divided into transportation, mechanical & manufacturing equipment, building & construction, and others. Others include medical device, telecom, electrical, and furniture industry. The report also highlights regional trends for North America, Europe, Asia-Pacific (APAC), and LAMEA (Latin America, the Middle East, and Africa). It further provides insights on the drivers, restraints, and opportunities to understand the dynamics and potential of the die casting machines market. Furthermore, the report provides information about the strategies adopted by the key players to sustain the competition and increase their market shares. Buhler AG, Dynacast International, Inc., Norican Global A/S, and Toshiba Machine Co., Ltd. are some of the major players discussed in the report.

2020年前5个月，我国共生产钢材31946.1万吨，其中5月份日均粗钢产量达298万吨/天，再创历史新高，钢价仍低于去年同期 7.9%。整体上看，上半年钢铁板块在28个细分子行业最终排名倒数第8，截至6月18日，钢铁板块整体跑输大盘2.37个百分点。

5 月基建投资延续回升，当月同比 10.8%。5 月新增专项债 1.14 万亿， 积极财政持续发力，推动基建投资持续回升。-5 月基础设施建设投资累计 同比-3.31%，前值-8.78%；不含电力的基础设施建设投资累计同比-6.3%， 前值-11.8%。测算 5 月份基建投资当月增速则回升转正至 10.8%，不含电 力基础设施投资当月同比增速回升转正至 8.4%。

春节之后，全球疫情爆发。冶炼厂因工艺问题仍连续生产，而下游加工企业则基本处于停滞阶段。开工率的错配导致工业金 属累库严重，短期内供大于求。同时OPEC+会议未达成减产协议引发原油暴跌，进一步加大对经济的冲击，全球出现流动性 危机。1月20日-3月23日，工业金属价格整体下跌21%。

受业绩拖累，20 年以来钢铁、采掘行业表现不佳。我们预计 20H2 钢价呈 现震荡行情、煤炭景气度或回升：1）钢铁供需两旺，供给端实际产能或扩 张，需求端基建投资走强、汽车产销恢复或带动钢材、特钢需求，故钢价 或呈震荡行情，维持“增持”评级；2）用电需求持续恢复，而水电或同比 下行、进口煤政策趋严，动力煤供需状态改善，叠加港口、电厂库存低于 去年，我们对动力煤价不悲观；焦炭主产区去产能、限产频发，焦炭价格 或上行，维持“中性”评级。个股层面建议选择受益于行业景气回升龙头， 推荐宝钢股份、陕西煤业，关注中国神华（未覆盖）。