This data equals output data for the following ISIC Rev. 4 code: 2592 Treatment and Coating of Metals; Machining This class includes: Plating, anodizing etc. of metals Heat treatment of metals Deburring, sandblasting, tumbling, cleaning of metals Colouring and engraving of metals Non-metallic coating of metals: Plasticizing, enamelling, lacquering etc. Hardening, buffing of metals Boring, turning, milling, eroding, planing, lapping, broaching, levelling, sawing, grinding, sharpening, polishing, welding, splicing etc. of metalwork pieces Cutting of and writing on metals by means of laser beams

上周五大品种钢材总库存维持降库趋势，淡季表观消费量继续震荡趋弱。我们认为基建、制造业端需求仍有支撑，下半年钢铁需求仍有回升空间，届时板块机会将进一步扩散。

展望2023H2：全球双碳目标仍然明确，但是中国和欧洲电动车补贴退坡之下需求或将承压，重视储能、固态电池、4680 电池等新技术、高增长领域的投资机会。

展望2023 年：材料自主可控是矢志不渝的长期战略，光伏、电动车、AI 机器人等新兴产业领域迅速发展带来结构性机会。