[计算机、通信和其他电子设备制造业] [2023-08-01]
[计算机、通信和其他电子设备制造业] [2023-07-31]
[化学原料和化学制品制造业] [2023-07-27]
Material Type: Sodium chlorate (Basis - 100%, NaClO3) Industry: Other basic inorganic chemical manufacturing The Material 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 Material from other similar Material. The Material descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each Material is categorized. The U.S. Census manufacturing industry descriptions for Material are listed below
[化学原料和化学制品制造业] [2023-07-27]
Material Type: Sodium sulfite (Basis - 100%, Na2SO3) Industry: Other basic inorganic chemical manufacturing The Material 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 Material from other similar Material. The Material descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each Material is categorized. The U.S. Census manufacturing industry descriptions for Material are listed below
[综合] [2023-07-27]
[汽车制造业] [2023-07-26]
6月重卡产批同环比超预期增长，企业小幅去库，出口量连续五月维持2万以上水平：1）产量：6月重卡行业月度整体产量为8.15万辆，同环比分别+49.4%/+10.5%；2）批发：6月重卡批发量为8.65万辆，同环比分别+56.9%/+11.7%；3）上险：6月重卡终端销量为4.92万辆，同环比分别-3.2%/-2.8%。综合产批零表现来看6月季节性因素导致环比小幅上涨，但低基数作用下同比依然大幅增长；4）出口：6月重卡行业出口2.55万辆，环比+5.9%；2023年1~6月重卡行业累计出口13.85万辆，同比+89.0%。5）库存：6月重卡行业企业库存为-5011辆，整体去库；渠道库存为11777辆，整体补库。展望7月，考虑季节性变化规律，我们预计重卡行业批发销量为6.5万辆左右，同环比分+43.7%/-24.8%。
[黑色金属冶炼和压延加工业] [2023-07-26]
[电力、热力、燃气及水生产和供应业] [2023-07-26]
[水利、环境和公共设施管理业] [2023-07-26]
[电力、热力、燃气及水生产和供应业,金属制品业] [2023-07-26]
根据中国海关总署数据，6月我国碳酸鲤进口量1.28万吨，同比减少54.96%，环比增长 26.49%，其中90.63%来自于智利:1-6月，中国碳酸合计进口量7.32万吨，同比增长2.60%月度平均进口量1.83万吨，高于2022年月度平均1.13万吨的进口水平，高出61.90%，其中89.08%来自于智利。智利海关数据显示，6月智利望盐出口给中国约10551.77吨，环比下降19.48%，同比上升17.83%，占智利总出口量的比例为57.96%，环比下降3.35pct。2023年1-6月，智利共出口鲤盐11.04万吨，同比减少1.92%，其中出口给中国的量为6.47万吨，同比减少2.35%，占比58.62%，较2022年同期减少0.26pct。
据乘联会 7月10日发布，6月新能源乘用车批发销量达到 76.1万辆，同比增长33.4%，环比增长 12.1%，其中纯电动批发销量52.8万辆，同比增长17.0%，环比增长9.0%:插电混动销量23.3万辆，同比增长95.7%，环比增长20.1%，新能源车厂商批发渗透率31%，较2022年6月份的21%的渗透率提升10pct，6月车企销量上升明显，下游需求量有所上升。展望后市，新能源车即将进入“金九银十”消费旺季，材料厂或将进入旺季补库阶段，支撑望价短期高位运行。在此推荐大家关注上下游一体化企业，推荐关注提前实现鲤精矿收入。
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