[建筑业,金属制品业,非金属矿物制品业] [2019-01-25]
[金属制品业] [2019-01-19]
市场对二片罐企业能否实现议价能力改善有所担心，而我们认为二片罐行业在供给稳定、需求小幅增长的情况下逐渐达到供求均衡，行业整合正在稳步推进，产能利用率提升及龙头份额提升将带来议价能力及盈利状况改善，首次覆盖给予行业增持评级。
[金属制品业,化学原料和化学制品制造业] [2018-12-22]
The market study for silicone is segmented on the basis of product, application and region. In terms of product, the silicone industry is segmented into four levels including fluids, gels, resin, elastomers and other products. Furthermore, we have drilled down the silicone fluids product segment into modified and straight ones. The market study for silicone elastomers is further segmented into high temperature vulcanized (HTV), Room temperature vulcanized (RTV) and liquid silicone rubber (LSR). We have covered the silicone based products including, wax, caulks and emulsions under the other product segments. We have covered the quantitative analysis on silicone market in major applications including, electrical & electronics, transportation, construction, personal care & pharmaceuticals, and textile industries. Furthermore, we have covered the use of silicone in food & beverage, oil & gas, chemicals, and consumer goods sectors only.
[金属制品业,有色金属冶炼和压延加工业] [2018-12-20]
Extensive research and development of innovative product applications in various end-use industries is a major feature of the global aluminum casting industry. Aluminum casting represents the perfect example of an evolving, dynamic industry. Aluminum casted products have gained significant importance across various end-use industries in the recent years owing to their strength, malleability, and light weight. Increasing establishment of emission regulations for automotive sector is further propelling the product demand.
[石油加工、炼焦和核燃料加工业,食品制造业,铁路、船舶、航空航天和其他运输设备制造业,制造业,文教、工美、体育和娱乐用品制造业,金属制品业,其他制造业,黑色金属冶炼和压延加工业,废弃资源综合利用业,化学原料和化学制品制造业,皮革、毛皮、羽毛及其制品和制鞋业,电气机械和器材制造业,印刷和记录媒介复制业,计算机、通信和其他电子设备制造业,造纸和纸制品业,纺织业,烟草制品业,汽车制造业,木材加工和木、竹、藤、棕、草制品业,农副食品加工业,有色金属冶炼和压延加工业,通用设备制造业,仪器仪表制造业,医药制造业,橡胶和塑料制品业,专用设备制造业,金属制品、机械和设备修理业,非金属矿物制品业,酒、饮料和精制茶制造业,纺织服装、服饰业,家具制造业,化学纤维制造业] [2018-12-01]
补贴退坡环境下，市场对锂电设备行业的疑虑：在政策支持与财政补贴下，我国新能源汽车销量由2011 年的8159 辆增加到2017 年的77.7 万辆，六年的CAGR 高达114%。动力电池作为新能源汽车的核心部件，出货量由2012 年的1.2GWh 增加到2017 年的44.5GWh，锂电供应商和锂电设备商纷纷受益。站在当前的时间点，市场对于锂电设备行业的持续性发展有以下几点疑虑：(1)补贴退坡后新能源汽车的行业景气度是否能得到延续？(2)补贴退坡与锂电池价格下降的压力向锂电设备商环节传导，是否会影响锂电设备商的利润及现金流？(3)锂电行业产能过剩，设备商的成长持续性从何而来？
[金属制品业,有色金属冶炼和压延加工业] [2018-11-12]
The Polish metal processing sector is the 8th biggest in Europe and the 18th biggest in the world. It constitutes 0.5% of the country’s GDP and its exports account for 9.4% of the country’s total exports. The sector is dominated by the production of pig iron, crude steel and basic steel products, which were responsible for 93% of the total basic metal volume produced in 2016. The sector employs over 60,000 people or around 0.41% of the country’s total employment. The biggest trading partner is Germany with a share of over 25% in both imports and exports of metals. The metal processing sector is dominated by one big player ArcelorMittal Poland, which achieved 28% of the total country’s sales in 2016.
[金属制品业] [2018-10-26]
工率68.37%环比上期降0.28%，电炉产能利用率为76.09%较上周增0.15%。钢材社会库存减少37 万吨，钢厂库存减少31 万吨，合计减少68 万吨。上周主流建材贸易商平均成交量为20.45 万吨，环比下降10%，同比上升18 %，成交持续保持高位。上周继续延续十一假期结束后的高供给+高需求+低库存绝对值+持续去库的组合。
[金属制品业] [2018-10-26]
2018年钢价先跌后涨，总体呈高位震荡态势。1月份受之前钢铁行业高利润回调影响，钢价持续下跌。2月份贸易商针对“金三银四”需求进行投机性囤货，终端库存快速上涨，钢价回暖。3月份由于库存累积远高于前三年同期水平，与预期背离引发市场恐慌情绪，钢价暴跌至近期低位。三月下旬，限工压制的下游需求开始显现，叠加四月环保限产，厂社库存快速去化，钢价开始持续反弹；4月赶工需求结束后预期终端需求无法覆盖供给提升，钢价小幅回落。5月房地产新开工数据处于绝对高位表示需求存在韧性，库存仍持续下降，钢材价格持续上升。
[金属制品业] [2018-10-26]
9 月Myspic 钢价指数下跌0.83%。Myspic 长材和扁平材价格指数月涨跌幅分别为0.20%和-2.10%。9 月28 日，螺纹期货主力合约收盘价3944元/吨，月涨跌幅-3.48%；螺纹现货4550 元/吨，月涨跌幅2.48%。热卷期货主力合约收盘5145 元/吨，月涨跌持平；热卷现货4090 元/吨，月涨跌幅0.12%。
[金属制品业] [2018-10-19]
三季度钢价维持高位，分产品呈现长强板弱格局。根据Myspic 价格指数，三季度平均综合指数159，环比二季度上涨5.43%，其中长材环比上涨7.52%，扁平材环比上涨2.97%，三季度显示出明显的长强板弱局势。
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