行业研究报告题录
制造业--有色金属冶炼和压延加工业(2018年第15期)
(报告加工时间:2018-07-23 -- 2018-07-29)

境外分析报告

  • 全球硅锗材料器件市场报告分析预测(2017-2021年)
    The market dynamics section of the report examines the diverse factors which govern the demand and supply of devices and materials in the silicon germanium material & devices market. This analysis will provide an in-depth understanding of the direction in which the market is headed and the impact of various factors on the same. This section covers the market dynamics – namely the drivers, restraints, and the opportunities in the silicon germanium market, listing and analyzing several factors that positively and negatively affect the market.
  • 金属注射成型市场分析和分段预测到2025年
    The metal injection molding market was valued at USD 2,162.6 million in 2015 and is expected to reach USD 6,522.4 million by 2025, growing at a CAGR of 11.9% from 2016 to 2025. The metal injection molding technique is preferred as it can manufacture a large quantity of components with accurate mechanical properties at a low cost. The process avoids expensive secondary operations, maintains high product tolerance levels, and provides excellent surface finishes. The demand for consumer products is projected to grow at the highest CAGR from 2016 to 2025. The growing demand for accessories, electronics, lighting cables, mobile phones, and sporting products is expected to boost the demand for metal injection molding process in the consumer products segment.

投资分析报告

  • 有色金属行业:制裁古巴影响钴矿,库存低位沪锌反弹
    6 月动力电池装机量同比增 12%,锂价下滑,长江钴微跌至 52.5 万元/吨, MB 钴折人民币约 62.75-66.13 万元/吨,美国制裁古巴或推动钴价上涨;铜矿罢工一触即发,价格有望反弹;库存低位,沪锌反弹 3.13%;6 月中国电解铝产能利用率 86%;1-5 月全球镍市供应缺口为 6.96 万吨;美国经济复苏强劲,加息预期加强,金价短期承压;电解锰继续涨价 4.66%。核心关注:锂钴(寒锐钴业、华友钴业、天齐锂业、赣锋锂业、盛屯矿业、威华股份),铜(紫金矿业、西部矿业、洛阳钼业等),稀土(盛和资源),铅锌(驰宏锌锗),锡(锡业股份、兴业矿业)。 
  • 有色行业:基本金属重心下移_继续关注锂钴相关标的-最新观点
    Escondida 下降将迎来最后谈判日期,如若不成,罢工可能性将大幅提升。近期铜矿企业收到意外干扰较多。铜精矿持货商挺价积极性开始明显增强。预计近期 TC 将会有所僵持,近期 TC 走势需要聚焦劳资谈判进展。4-6月传统消费旺季,铜库存去化不顺畅。
  • 有色金属行业:新能源补库,带来钴锂投资机会-2018年中期投资策略
    随着补贴政策调整,下半年高续航里程的新能源汽车有望不断放量;根据历史情况,新能源中游会在需求高峰前进行补库,三季度排产增加的同时,有望进行补库,从而拉动锂和钴的需求。钴的供给较为刚性,国内严查环保可能造成钴盐产量下降,供需缺口再次拉大,从而带动钴价上涨。锂资源逐步放量,根据西澳主要锂矿公司的公告情况,18 年西澳主要放量地区的几个主力矿山放量时间出现调整,实际产量可能低于此前预期,三季度补库需求可能同样带来锂价的反弹。 

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