On September 10, the Ministry of Land and Resources (MLR) revealed on its website that it decided to carry out a research on the support capability of main mineral resources in China for national economy and social development by 2020, 2025 and 2030.

2013年上半年铜价逐级回落，预计下半年铜价走势仍受各不确定因素限制，难有强势反弹出现。全球铜消费低速增长，产量增长稳定，市场出现一定供应过剩。

三季度，伴随着国家稳增长的政策措施逐渐显示成效，积极因素正在蓄积，宏观经济保持稳定增长。同时，经济运行的外部环境也有所改善。全球经济整体发展势头良好，美国、日本经济呈回升态势，欧元区也见明显好转。在此背景下，生产资料流通规模增速连续两月趋稳回升，市场需求回暖，企业效益改善，社会库存下降，价格持续回升，供需矛盾进一步缓解。综合来看，三季度生产资料行业保持平稳向好发展态势。预计四季度乃至明年，生产资料行业保持企稳回升态势仍具备一定的基础和条件。

本报告关注点：2013年1-9月有色金属上市公司综述情况；2013年3季度有色金属上市公司综述情况；投资建议：建议关注稀土个股的阶段性投资机会；云南锗业、天齐锂业、赣锋锂业等小金属个股以及业绩增长确定的亚太科技、利源铝业等深加工个股。

今年以来，国内经济运行平稳，有色金属行业保持平稳较快增长，但长期以来行业发展面临成本上升压力、环境保护、产能过剩等问题，有色金属价格持续低迷，有色金属加工企业经营困难。四季度，随着国家“稳增长”调控政策作用逐步显现，治理产能过剩力度加大，但短期内难以改变供需过剩格局，预计有色金属价格将继续震荡下行。

今年1-9月精铅和精锌产量共计为732.3万吨，占全国十种有色金属产量的24.7%，占比已连续两年下降2个百分点。铅锌精矿产量为650.7万吨，占全国六种主要精矿产量的81.2%，与2012年持平。 以上数据表明：铅锌行业在调结构、转方式的过程中，实施的资源战略已经取得一定成效，资源自给率有所提高。

2013年3季度，我国有色金属冶炼生产平稳运行，随着工业经济的企稳、企业开工率的回升，有色金属产量增速较上年同期显著加快。前三季度，全国十种有色金属产量累计2969万吨，同比增长9.8%，增速较上年同期加快2.7个百分点。其中，铜铝等冶炼新增产能集中释放，电解铝、精炼铜产量增长明显。

Chinese Copper Manufacturers Expand Overseas; Rising Nonferrous Metals Share Co., Ltd. Plans a Private Placement to Purchase the Group's RE Assets; Electricity Rate Sees Transitional Adjustment, Aluminum Industry Optimizes its Power Cost; 600,000 tonnes of High Precision Aluminum Alloy Processing Project Landed on Jiayuguan; Guangxi Nanguo Copper's 150,000 t/a Copper Smelting Project was Approval by the MEP; CNIA Suggested that Secondary Lead Enterprises should Continue to Implement Appropriate Simultaneous Levy-refund Policy; CPI Seeking to Break International Monopoly over Bauxite Mine Resources through an Overseas Arrangement; SHFE Promotes Listing of Nonferrous Metal Index Futures.

10 月份，生产资料行业运行继续保持回暖态势。企业预期良好，效益改善。上游产品价格有所回落，生产增速继续保持稳中有升。市场需求继续趋好，业务活动较为活跃，商品周转效率有所提升，业务规模呈现趋稳回升发展态势。进入三季度以来，“稳增长、调结构”政策效果显现，经济活动链条上的采购、生产等各环节均出现明显积极变化，经济运行已进入平稳增长区间。

Currently, the Global Lithium market is witnessing a significant growth rate. In 2012, East Asia led the market, and China was the major contributor to the market. East Asia accounted for the highest consumption of lithium with a market share of 60 percent. It was followed by Europe, with a market share of 24 percent. North America was the third largest consumer of lithium, accounting for 9 percent of the market. The Global Lithium market is expected to grow at a CAGR of 9.74 percent during the period 2012-2016.

The efficacy and versatility of waterjet machines have resulted in a sustained demand for these devices in the global market. The Global Waterjet Machine market is currently growing at a steady pace, mainly because of the increasing adoption of waterjet machines across the globe. In terms of geography, the Americas dominates the market, followed by the EMEA region. Overall, the market is expected to grow at a CAGR of 9.3 percent during the period 2014-2018.

Chile is one of the leading mining countries in Lation America. Also, globally it is the leading producer of copper. In 2011, the country was the world's leading producer of copper and accounted for about 32.% of the world copper production from mine and also was the leading producer for rhenium which accounted for 51.0% of the world's rhenium mine production. The country was also a major producer of gold, molybdenum, rhenium, zinc and silver.

A metallocene catalyst is a substance used to accelerate the rate of many polymer reactions. Metallocene catalysts permit the production of polyolefins with higher strength and performance characteristics. Metallocene polymers and resins are a bit more difficult to process than conventional ziegler-natta-based polymers. However, the market for metallocene polymers is growing at a healthy rate when compared with the traditional polymers market.The Global Metallocene market is expected to experience a huge growth during the period 2012-2016. The market was dominated by the APAC region and accounted for 40-44 percent of the market share in 2012. It was followed by the EMEA region and the Americas, which accounted for 28-32 percent and 26-30 percent of the market share, respectively. The Global Metallocene market is expected to grow at a CAGR of 6.89 percent during the period 2012-2016.

In broad terms, packaging refers to the technology of enclosing a product for the purpose of storage, distribution, sale, and use. Flexible packaging is a non-rigid method of packaging. Packaging products are made of flexible or easy-yielding materials which can easily change shape based on the nature of the product being packaged. Flexible packaging materials include plastic, aluminum, and paper. These materials undergo a detailed conversion process such as printing, lamination, coating, and extrusion to develop different types of flexible packaging products such as plastic bags and pouches, lidding films, foil bags, and sachets. Packaging these days is not only used to protect a product from spoilage, but it has also become important in improving the overall esthetic appeal of the product, providing essential information about the product, maintaining the freshness of food and beverages, and providing convenience for consumers in terms of handling/carrying the product.