Manufacture of machine tools for working metals and other materials (wood, bone, stone, hard rubber, hard plastics, cold glass etc.), including those using a laser beam, ultrasonic waves, plasma arc, magnetic pulse etc. Manufacture of machine tools for turning, drilling, milling, shaping, planing, boring, grinding etc. Manufacture of stamping or pressing machine tools Manufacture of punch presses, hydraulic presses, hydraulic brakes, drop hammers, forging machines etc. Manufacture of draw-benches, thread rollers or machines for working wires Manufacture of stationary machines for nailing, stapling, glueing or otherwise assembling wood, cork, bone, hard rubber or plastics etc.

Operation of blast furnaces, steel converters, rolling and finishing mills Production of pig iron and spiegeleisen in pigs, blocks or other primary forms Production of ferro-alloys Production of ferrous products by direct reduction of iron and other spongy ferrous products Production of iron of exceptional purity by electrolysis or other chemical processes Production of granular iron and iron powder Production of steel in ingots or other primary forms

Casting of semi-finished products of aluminium, magnesium, titanium, zinc etc. Casting of light metal castings Casting of heavy metal castings Casting of precious metal castings Die-casting of non-ferrous metal castings

Casting of semi-finished iron products Casting of grey iron castings Casting of spheroidal graphite iron castings Casting of malleable cast-iron products Casting of semi-finished steel products Casting of steel castings

本周澳锂矿商PLS 第十次（年内第七次）锂精矿拍卖最终成交价为离岸价7100 美元/吨（SC5.5，以黑德兰港离岸价为基础），算入运费、加工费、增值税等事项后，此次拍卖锂矿折合成电池级碳酸锂的成本约54 万元/吨。本次拍卖的矿石将于11 月中旬实现发货交付，考虑物流与加工周期后，以该批锂精矿生产的锂盐预计将于2023 年2-3 月进入市场进行销售。考虑到这批锂精矿生产锂盐的成本价已等同于目前国内电池级碳酸锂的销售价格，这意味着在供需紧张锂盐生产商仍将获取一定利润的情况下，锂盐价格至明年一季度仍将有极强的上涨动力。

国内企业纷纷布局钠电池，跑马圈地。（1）宁德时代于2021 年发布第一代钠离子电池，预计在2023 年实现产业化；（2）华阳股份深度绑定中科海钠，并切入负极、电解液、电芯pack 等，打造全产业链模式，规划的全球首批量产1GWh 钠离子电芯生产线正式投产；（3）传艺科技转型进军钠离子电池，投资50 亿元建设10GWh 钠离子电池生产线及相应产能的正负极材料产线，其中一期2GWh，二期8GWh。

赤峰黄金：“周期+成长”。公司稳步推进国际化战略，目前在加纳、老挝和科特迪瓦均有资源布局，并与沙特、老挝的相关企业进行合作探矿项目，我们认为公司具备高成长性，矿产金产量有望发生质变，迎来“周期”+“成长”的双击。老挝Sepon 矿区稀土的发现也为公司注入活力，有望成为业务第二增长极。