Manufacture of metal frameworks or skeletons for construction and parts thereof (towers, masts, trusses, bridges etc.) Manufacture of industrial frameworks in metal (frameworks for blast furnaces, lifting and handling equipment etc.) Manufacture of prefabricated buildings mainly of metal: Site huts, modular exhibition elements etc. Manufacture of metal doors, windows and their frames, shutters and gates Metal room partitions for floor attachment

This data equals output data for the following ISIC Rev. 4 code: 2410 Manufacture of Basic Iron and Steel This class includes: 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 Remelting of scrap ingots of iron or steel Production of semi-finished products of steel Manufacture of hot-rolled and cold-rolled flat-rolled products of steel Manufacture of hot-rolled bars and rods of steel Manufacture of hot-rolled open sections of steel Manufacture of steel bars and solid sections of steel by cold drawing, grinding or turning Manufacture of open sections by progressive cold forming on a roll mill or folding on a press of flat-rolled products of steel Manufacture of wire of steel by cold drawing or stretching Manufacture of sheet piling of steel and welded open sections of steel Manufacture of railway track materials (unassembled rails) of steel Manufacture of seamless tubes, pipes and hollow profiles of steel, by hot rolling, hot extrusion or hot drawing, or by cold drawing or cold rolling Manufacture of welded tubes and pipes of steel, by cold or hot forming and welding, delivered as welded or further processed by cold drawing or cold rolling or manufactured by hot forming, welding and reducing Manufacture of tube fittings of steel, such as: Flat flanges and flanges with forged collars Butt-welded fittings

This class includes: 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

This class includes: Manufacture of domestic cutlery such as knives, forks, spoons etc. Manufacture of other articles of cutlery: Cleavers and choppers Razors and razor blades Scissors and hair clippers Manufacture of knives and cutting blades for machines or for mechanical appliances Manufacture of hand tools such as pliers, screwdrivers etc. Manufacture of non-power-driven agricultural hand tools Manufacture of saws and saw blades, including circular saw blades and chainsaw blades Manufacture of interchangeable tools for hand tools, whether or not power-operated, or for machine tools: drills, punches, milling cutters etc. Manufacture of press tools Manufacture of blacksmiths' tools: forges, anvils etc. Manufacture of moulding boxes and moulds (except ingot moulds) Manufacture of vices, clamps Manufacture of padlocks, locks, keys, hinges and the like, hardware for buildings, furniture, vehicles etc. Manufacture of cutlasses, swords, bayonets etc. This class excludes: Manufacture of hollowware (pots, kettles etc.), dinnerware (bowls, platters etc.) or flatware (plates, saucers etc.), see ISIC Code - 2599 Manufacture of power-driven hand tools, see ISIC Code - 2818 Manufacture of ingot moulds, see ISIC Code - 2823 Manufacture of cutlery of precious metal, see ISIC Code - 3211

This data equals output data for the following ISIC Rev. 4 code: 2432 Casting of Non-Ferrous Metals This class includes: 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

Production of basic precious metals: Production and refining of unwrought or wrought precious metals: gold, silver, platinum etc. from ore and scrap Production of precious metal alloys Production of precious metal semi-products Production of silver rolled onto base metals Production of gold rolled onto base metals or silver Production of platinum and platinum group metals rolled onto gold, silver or base metals Production of aluminium from alumina Production of aluminium from electrolytic refining of aluminium waste and scrap Production of aluminium alloys Semi-manufacturing of aluminium

This class includes: Forging, pressing, stamping and roll-forming of metal Powder metallurgy: production of metal objects directly from metal powders by heat treatment (sintering) or under pressure

22H1 龙头厂商业绩高增验证行业高景气：受益于培育钻石和工业金刚石产销两旺，头部HTHP 法制造商业绩大幅提升。2022H1，中兵红箭实现归母净利润7.02 亿元，同比增长114.61%；力量钻石实现归母净利润2.39 亿元，同比增长121.39%；黄河旋风实现归母净利润0.70 亿元，同比增长192.22%。

根据SMM的统计数据，截至2020 年欧洲电解铝冶炼能耗强度为15,499 千瓦时/吨，位列全球电解铝成本曲线高位，叠加欧洲能源危机持续发酵，能源价格上涨，海外冶炼厂面临的成本压力进一步提升。目前欧洲减产产能累计约153.8万吨，占欧洲地区电解铝建成产能的15%左右。如果能源价格持续维持高位或者进一步上升，欧洲电解铝产能存在进一步扩大停产范围的风险。

PET 铜箔较传统铜箔工艺与资本开支存较大差异，门槛较高。传统铜箔核心设备包括阴极辊、生箔机组等，其核心工艺包括溶铜、生铜、后处理等，而PET 铜箔核心工艺一般包括两步即磁控溅射镀膜+水电镀工艺。

基本面上，短期锂供需继续紧张，锂价维持高位走势，且精矿端更为确定。

上游锂资源供应情况是决定锂价未来走势的关键所在。上下游生产周期错配是锂需求爆发下供给难以快速响应的根本原因，紧缺格局下资源端仍是未来锂价走势的重要变量。本文遍历了全球在产、在建及规划中的80 余个锂资源项目，对各大洲锂项目资源禀赋、产能产量、生产建设成本、销售情况进行了全面梳理，从供给量及成本角度把握锂价未来趋势。当前来看，供需缺口叠加成本支撑上移，锂价仍有一定上行空间。