Equipment Type: Solid state motor controllers (all voltages) Industry: Electrical equipment 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: Residential-type incandescent portable floor lamps, complete w/ shade Industry: Lighting fixture 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: Residential-type electric lighting fixtures (excluding portable), including parts Industry: Lighting fixture 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: Residential-type fluorescent portable lamps Industry: Lighting fixture 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: Thermoset insulated power cable (excluding underground) Industry: Communication and energy wire and cable 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:

国内生产：6月，全国原煤产量3.9亿吨，同比增长2.5%，增速较月收窄1.72pct，日均产量1300万吨，环比增加57万吨/天，涨幅 4.6%。1-6月份，全国累计原煤产量23亿吨，同比增长4.4%，增幅较前5月收窄 0.4pct。2）进口方面：6月，国内煤炭进口量 3987万吨，环比增长0.7%，同比增长110.1%。3）总供应量：6月，供给合计4.3亿吨，环比增长1.17%。6月供应量小幅回升的原因：一方面，终端需求改善，国内煤价在6月中旬后筑底反弹，市场情绪修复，下游采购积极，煤矿出货顺畅，生产积极性有所提升；另一方面，进口煤维持较好利润，在国内价格反弹的情况下，沿海电厂偏好进口补充。展望后市，供应端存在扰动：1）安监升级常态化，制约供给弹性；2）夏季高温持续，煤矿高开工率难以为继；3）海外库存下降带动煤价反弹，海内外煤炭价差收窄使得进口煤利润下降，预计旺季进口将环比下滑。

6月铁路投资强劲，电力投资维持高增。2023年1-6月狭义基建投资同比增长 7.20%；2023年1-6月广义基建投资同比增长10.71%。单月来看，6月单月广义基建同比增速 12.34%，狭义基建同比增速6.42%。增速较快主要体现在电力、热力、燃气及水的生产和供应业，以及交通运输、仓储和邮政业，二者分别累计同比增加 27.0%/11.0%。预计今年基建投资仍将延续高增，从结构上看，电力投资增速较高，交通运输业增速反弹，其中6月铁路投资增速明显提升。

家电：6月内外需皆呈现一定回暖迹象。内需方面，6月家电实现零售额 1137亿元，同比+4.5%，高于5月的+0.1%；排除22年基数影响，21-23年两年复合增速来看，6 月达+1.4%，高于5月的-7.4%。外需方面，6月家用电器出口金额达74.79亿美元，同比+3.9%，增速较5月的+0.7%小幅上行。化妆品：6月零售额两年复合增速继续回暖，龙头23H1业绩表现优异。社零方面，6 月化妆品实现零售额451亿元，同比+4.8%，低于5月的+11.7%；排除22年基数影响，21-23年两年复合增速来看，6月达+9.0%，高于5月的+1.8%，为连续2个月回升。龙头业绩方面，珀莱雅、上海家化预计 23H1归母净利润同比分别+55%~+65%+81%~+100%，业绩超预期。煤炭：动力煤旺季日耗提升，焦煤市场采购情绪有所回温。动力煤方面，伴随旺季来临，7月13日，二十五省的电厂日耗643.3万吨/天，环周+56.2万吨/天。焦煤方面，受焦炭第二轮提涨影响，炼焦煤市场情绪有所回温，下游焦企高位开工，为维持刚需适当增加采购。