行业研究报告题录
制造业--有色金属冶炼和压延加工业(2017年第12期)
(报告加工时间:2017-06-05 -- 2017-06-25)

境外分析报告

  • 欧洲铝线材市场报告(2017-2021年)
    Aluminum wire rod is continuously cast from liquid aluminum. The diameter of the rod is reduced by extruding it through a series of dies to obtain a rod with a diameter of 9.5 mm up to 32 mm by roller and drawing processes. Aluminum wire rods are used in various applications, such as in cables and conductors due to their high electrical conductivity, lightweight, and resistance to corrosion.The aluminum wire rods market in Europe is expected to grow at a CAGR of 1.4% during 2016-2021. These wire rods are mainly used in the electric utility segment for power transmission and distribution (T&D) purposes.Aluminum wire rods do not face any major competition from other metals for T&D purposes owing to their cost advantages. The adoption of high-conductivity conductors such as Al-59, which offer enhanced performance, is expected to increase in the market during the forecast period.
  • EMEA地区铜漆包线和裸铜线市场报告(2017-2021年)
    The mining, production, and use of copper have been experiencing a rising trend since 2004 because of the growing global economy. The global market for copper in the metal form (produced from refined copper and recycled scrap) is anticipated to grow at a CAGR of 4.2% through 2019, accounting for 39 million metric tons.Strong gains in building construction expenditures will enhance the consumption ofcopper pipes, tubes, busbars, wire, and other mill products in applications such as heat transformers, switchgear, and others. An increase in infrastructure investment,predominantly in developing countries of EMEA, will further benefit copper suppliers.These investments will be in the modernization of national power grids, which will boost the production of cables and wires. In addition, developments in global production output are expected to boost the use of copper in industrial machinery,domestic appliances, transportation equipment, and other durable goods. The global production of copper is on the upward trend since last 10 years.
  • 欧洲铝焊丝市场报告(2017-2021年)
    Aluminum welding wire is manufactured using a continuous casting process. Prior to this, the alloy is refined to minimize hydrogen, alkali metals, and inclusions. The wire is then drawn where internal soundness is ensured. The wire is tested to ensure surfacequality, feedability, and welding performance.The aluminum welding wires market is expected to grow at a CAGR of 6.6% during theforecast period. The market is driven by the growth in the automotive and transportation segments. Welding wires are required for various applications, such as welding cast components, driveshaft, body frames, and others. In addition, the increase in the demand for aluminum welding wires for repair and maintenance activities across all end-user industries due to the support of various initiatives is also boosting the demand of aluminum wire rods.
  • 全球铝颜料市场报告(2017-2021年)
    In this report, Technavio covers the present scenario and growth prospects of the global aluminum pigment market for 2017-2021. In order to calculate the market size,we considered the revenue generated through sales of aluminum pigment products for applications such as paint and coating, plastic, printing inks, personal care, and others.The base year for the report is 2016. The report also presents the vendor landscape and corresponding detailed profiles of the key five vendors operating in the market.The market numbers have been rounded off in some cases. The parent market is the metallic pigment market. The metallic pigment market consists of the aluminum, zinc,copper, stainless steel, and other metal markets.
  • EMEA地区铜管和钢管市场报告(2017-2021年)
    In this report, Technavio covers the present scenario and growth prospects of the copper pipes and tubes market in Europe, the Middle East, and Africa (EMEA) for 2017-2021. The report also presents the vendor landscape and corresponding detailed profiles of the five key vendors operating in the market. The base year of the report is 2016, and the forecasts are made with respect to the base year. The numbers have been rounded off in some of the instances.To arrive at the market size, we have considered the volume through the sales ofcopper pipes and tubes in key applications in EMEA. The report considers volume through the sales from applications such as heating, ventilating, and air conditioning (HVAC); industrial heat exchanger; plumbing; and electrical and others. Individual market size and forecasts based on applications and geography have been provided with detailed analysis for each segment. Forecasts are based on existing market conditions and the analyst's view on the market.
  • 全球铝导线市场报告(2017-2021年)
    This report covers the present conditions of the global aluminum conductors market and the growth prospects of the market for 2017-2021. We have considered the revenue generated through the sales of aluminum for various types of aluminum conductors including aluminum conductor steel reinforced (ACSR), all aluminum alloy conductor (AAAC), all aluminum conductor (AAC), and others to calculate the marketsize by considering 2016 as the base year.The report details the drivers that are influencing the market growth and describes the challenges faced by the market and the vendors. It also examines the trends that are emerging in the market and are likely to be observed through the forecast period. It also presents the vendor landscape and a corresponding detailed profiling of the fiveprominent vendors operating in the market.

投资分析报告

  • 有色行业:莫悲观,机遇恒存-17年中策略
    PPI 与 CPI 背离,预示宏观需求和流动性处弱势中;但比对美国与主要经济体相对经济实力和利率水平,美元指数处于近 20 年高位,所以我们预期美元指数见顶,对有色金属的价格压制难以再加强;且当前有色多处于供需紧平衡并伴随固定资本支出步入弱周期和供给侧改革坚定执行,供需紧平衡有望延续,2017-2019 年预期价格能够保持相对高位。 
  • 有色金属行业:铝继续关注供给侧改革,锂受益新能源汽车放量预期-跟踪报告
    电解铝产能产量增速迅猛,供给侧结构性改革迫在眉睫。工信部发布了 2017年第 5 批《新能源汽车推广应用推荐车型目录》,有望推动新能源汽车放量,供给持续短缺,锂报价最高 15.5 万/吨,均价 14 万/吨。打黑推进,稀土涨价将持续。兴业矿业银漫矿业投产,绩或超预期。核心关注:锂(天齐锂业、赣锋锂业);铝(云铝股份、中国铝业);兴业矿业;锑(湖南黄金)。
  • 有色金属行业:自下而上,精选品种
    截止2017.5.19,有色金属价格指数呈前高后低走势。LME指数仅上涨2.58%至2775,上期所有色金属指数下降2.03%至2684。截止2017.5.19 ,有色板块整体表现较弱,跌幅为6.2%,排名17 ,涨幅靠后。
  • 有色金属行业:掘金龙头,把握确定性-2017年中期策略
    对于铜、铝、锌冶炼来说,主要品种价格波动来自供给收缩,前期价格上行并未带来供给弹性 。微观层面观察补库存持续,宏观上与投资规划相关,金属价格上行趋势和成本结构变化将持续改善公司盈利;电解铝:推荐中国铝业、神火股份、云铝股份等;铜:推荐铜陵有色,受益江西铜业、云南铜业等;锌:推荐西藏珠峰,受益兴业矿业、锡业股份、驰宏锌锗等。
  • 有色金属行业:《别样的投资世界:亲历非洲、中亚、东南亚有感》-2017年中期有色金属行业投资策略
    西方资金不断退出全球化浪潮,背后实则国别实力较量,政府政策的稳定,在一带一路路径中一定是首当其冲的:西方高福利社会,却缺乏可以质变经济形态的科技革命。
  • 有色金属行业:基本金属迎反弹,关注锂和稀土-跟踪报告
    基本金属周三开始迎来价格反弹,SHFE 锌价周五涨幅超过 2.75%,供给收紧和库存下降或将支撑持续反弹。关注电解铝供给侧结构性改革进展。锂供给持续短缺,电池级碳酸锂均价 14 万/吨。
  • 有色金属行业:新能源汽车产量单月突破5万,关注锂和钴-行业跟踪
    受市场对经济担忧影响,基本金属板块股票经历了大幅杀估值的过程。悲观情绪已经在股价上充分体现,市场预期一旦发生改变,基本金属将会迎来反弹。据中汽协 12 日发布 5 月份新能源汽车产销量分别为 51447 辆和45300 辆,同比分别增加 38.2%和 28.4%,环比上月分别增加 37.9%和 31.8%。

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