The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

Barnes Reports' Global Manufacturing & Makets report series provide estimates of the size and characteristics of the largest equipment, materials and consumables by manufacturing industries in the largest 140 global countries. These estimates are produced by a proprietary economic model that is based on a number of sources and factors

周内上证综指下跌 2.17%，32 个长江行业分类有 1 个行业上涨；其中金属材料及矿业 (长江)下跌 2.39%，排名第 12 位（12/32），跑输上证综指 0.22 个百分点。在全部长江 行业中，环保（+1.33%）、油气石化（-0.06%）、农产品（-0.10%）排名前三。周内金 属材料及矿业中有色金属类细分子行业以下跌为主。其中，基本有色金属板块下跌 0.91%，能源金属板块下跌 4.36%，贵金属板块上涨 4.50%，稀土磁材板块下跌 6.33%， 海外有色龙头方面，周内嘉能可（LSE）上涨 2.43%，五矿资源（SEHK）上涨 4.38%。。

上周贵金属及工业金属价格继续下跌，稀土价格持续回暖，能源金属价格跌幅收窄。随着美联储后续加息空间不断压缩，我们判断金价下调的空间有限。全球铜供应扰动有抬头趋势，铝产品低库存对铝价形成支撑。推荐紫金矿业、山东黄金、中金黄金、洛阳铜业、金诚信、西部矿业、云铝股份、中国铝业。建议关注五矿资源和锡业股份。我们预计短期内稀土供应维持稳定，稀土价格反弹趋势明确，建议关注北方稀土、盛和资源、广晨有色、宁波韵升。

澳洲鲤矿在 2023 年第二季度产销量增幅显著，销售价格虽然环比下滑，但仍处于相对高位。考虑到澳矿供应增长缓慢且鲤精矿成本显著上升，我们预计澳洲鲤矿价格下跌过程缓慢，或能支撑国内盐价格在 20 万元/吨附近出现阶段性企稳行情。

Equipment Type: Raceways and wire ways, including fittings, metal Industry: Wiring device manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

Equipment Type: Electrical metallic tubing Industry: Wiring device manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

Equipment Type: Flexible nonmetallic conduit Industry: Wiring device manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

Equipment Type: Flexible steel and aluminum conduit Industry: Wiring device manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

电解铝行业库存处于十年低位:低库存给子铝价强支撑，下行风险可控周期底部的格局已经初步显现，截止到 2023 年6月底，期货所合计为 58.52万吨; 社会库存自2023年3月2日触及 126.9 万吨新高后拐头向下，去库趋势开启，截止到6月底，相较于最高点库存下降 74.7 万吨，降幅 58.87%。