The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for aluminum foil packaging by geography and historical trend. The scope of the report extends to sizing of the aluminum foil packaging market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for aluminum composite panels by geography and historical trend. The scope of the report extends to sizing of the aluminum composite panels market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

渗透率提升/国产化替代逻辑持续兑现，企业横纵向拓展有望驱动业绩预期上修。高温合金在我国已发展近60 年，但行业发展仍处于成长期。近年来我国高温合金行业在下游需求的带动下高速发展，市场面临着较大的需求增长空间。但是，目前我国相关高温合金产品尚不能满足航空航天的需求、大量依赖进口。因此，我们判断高温合金产品渗透率提升及高温合金品类（变形）国产化率提升将会继续成为带动企业利润增厚的主要支撑。

23Q1 大众点评珠宝门店数量延续下降，但头部珠宝品牌门店市占率延续提升，疫情加速行业集中度提升：据国金数据Lab，23Q1 大众点评珠宝门店数量环比降5%、同比降21%，降幅较疫情前扩大主要为受疫情影响，降幅较疫情期间大或为大众点评数据相对滞后。头部品牌门店市占率看仍延续提升态势，23Q1 老凤祥/周大福/周大生/老庙黄金/潮宏基门店市占率环比提升0.3PCT/0.2PCT/0.0PCT/0.1PCT/0.1PCT，同比提升1.3PCT/1.3PCT/0.2PCT/0.4PCT/0.2PCT。

美国坚韧的就业数据预示着加息周期将接近终点。由于市场对美联储加息的预期稳定，基本金属价格预计将不会受到金融因素的抑制。我们预计国内基本金属的消费需求在即将到来的旺季有望受到刺激政策的提振。铝库存的减少预计将持续至下个月，铝加工企业的产能利用率将是主要关注点。铝消费需求略低于市场预期，且铝加工企业的产能利用率回升缓慢。铜价的波动将再度由基本面因素驱动且国内消费需求将支撑铜价。国内铜消费旺季即将到来，且来自地产、电网的消费需求稳定增长。