数据来源：国家统计局 根据国家统计局公布的数据，农产品（主要用于加工）类别下的小麦（国标三等）2025年7月下旬市场 价格为2422.9元/吨，同比下滑1.83%，环比上涨0.01%，纵观近5年同时期其价格，2022年7月下旬达到 最大值，有3074元/吨。 相关报告：智研咨询发布的《2025-2031年中国小麦行业市场运行格局及前景战略分析报告》 ...

Group 1 - The core viewpoint of the article highlights the market price trends of cotton, specifically the price of cotton used for processing, which is projected to be 14,916.3 yuan/ton in late July 2025, reflecting a year-on-year decline of 1.31% but a month-on-month increase of 0.89% [1] - In comparison to the past five years, the price of cotton reached its peak in late July 2023 at 17,841.6 yuan/ton, indicating significant fluctuations in the market [1]

根据国家统计局公布的数据，农产品（主要用于加工）类别下的稻米（粳稻米）2025年7月下旬市场价 格为4042.3元/吨，同比下滑0.73%，环比下滑0.04%，纵观近5年同时期其价格，2024年7月下旬达到最 大值，有4072元/吨。 数据来源：国家统计局 相关报告：智研咨询发布的《2025-2031年中国粮食行业市场行情监测及投资前景分析报告》 ...

相关报告：智研咨询发布的《2025-2031年中国煤炭开采行业供需态势分析及市场运行潜力报告》 数据来源：国家统计局 根据国家统计局公布的数据，煤炭类别下的焦煤（主焦煤）2025年7月下旬市场价格为1375元/吨，同比 下滑27.87%，环比上涨19.57%，纵观近5年同时期其价格，2022年7月下旬达到最大值，有2192.9元/ 吨。 ...

事件：近日，中国工程机械工业协会发布2025 年7 月挖机销售数据。 7 月挖机销售超预期，国内、出口均实现较高增速。工程机械工业协会发布7 月挖机销售数据，2025 年 7 月销售挖掘机17138 台，同比增长25.2%，其中国内销售7306 台，同比增长17.2%（较上月同比增幅扩 大11pct），出口销售9832 台，同比增长31.9%（较上月同比增幅扩大超12pct，单月同比增幅为近两年 最高）。 内销淡季不淡，看好下半年需求继续景气向上。国内市场挖机已于去年逐渐走出底部，今年上半年，国 内挖机共销售65637 台，同比增长22.9%，整体继续向上，从月度趋势看，一季度高增38.3%，4 月份同 比增长16.4%，5 月略下滑1.5%，6 月同比实现转正6.2%，7 月增速进一步扩大至17.2%，淡季不淡，7 月同比增速超预期增长。展望下半年，我们认为随着资金端逐步到位，雅鲁藏布江重大水利工程的开 工，地产、基建端利好政策的推进，以及叠加工程机械更新周期，行业在政策端带来需求好转及更新周 期启动双重利好下，有望继续取得不错表现。 风险提示：国内下游开工情况不及预期；海外市场开拓不及预期等。 知前沿，问 ...

内容概要：减速机属于通用设备，是各类工业传动系统的重要基础部件之一，广泛应用于国民经济各领 域，其下游行业多元化特征较为明显。减速机行业的发展与国家整体经济走势、固定资产投入规模以及 制造业投资水平深度关联。随着我国经济的快速发展和工业化进程的不断推进，减速机作为工业装备的 基础零部件，其市场规模逐步增长。近年来，国内减速机行业龙头企业大力投资引进自动化、数控化、 智能化的制造装备，高度重视研发投入和自主创新，持续推进新产品开发和升级换代，能够适应市场需 求的不断变化。目前我国减速机产品线已基本覆盖了主要减速机类别，明显缩小了与国外企业同类产品 在结构设计、质量控制、功率密度、可靠性和使用寿命等方面的差距，相关产品的国产化率不断提高。 2024年国内减速机产量增长至1532.48万台，需求量达1223.54万台，市场规模约2600亿元；预计2025 年，国内减速机产量增长至1680万台，需求量达1330万台，市场规模将达到2910亿元。 上市企业：国茂股份（603915）、通力科技(301255)、绿的谐波（688017）、双环传动（002472）、中 大力德（002896）、丰立智能（301368)、昊志机 ...

Core Viewpoint - The distribution network is becoming the core of the power system, driven by the national strategy for carbon peak and carbon neutrality, with a significant increase in demand for smart distribution equipment, projected to reach a market size of 86.724 billion yuan in 2024, a year-on-year growth of 24.28% [1][12]. Overview - The distribution network plays a crucial role in receiving and redistributing electricity to various sectors, impacting power supply reliability and quality, and is a vital public infrastructure for economic and social development [2][3]. Market Policy - The development of smart distribution equipment is supported by various national policies aimed at enhancing the safety and efficiency of the power system, including guidelines for rural power grid upgrades and promoting intelligent manufacturing [5][7]. Industry Chain - The upstream of the smart distribution equipment industry includes suppliers of electrical components, metal parts, and electronic components, while the downstream focuses on the power market, particularly in upgrading distribution networks and supporting new energy integration [8]. Current Development - The smart distribution equipment market is rapidly growing due to increasing user demands for power supply quality and reliability, with a projected market size of 86.724 billion yuan in 2024, reflecting a 24.28% increase year-on-year [12][1]. Competitive Landscape - The industry is categorized into three types of participants: large enterprises with significant capital and diversified operations, medium-sized enterprises with focused business areas, and small enterprises with limited market competitiveness [14][16]. Representative Companies - XJ Electric Co., Ltd. is a leading player in the power equipment industry, focusing on high-end technology and products across various sectors, with projected revenues of 17.09 billion yuan in 2024 [16]. - Pinggao Group Co., Ltd. specializes in high and ultra-high voltage equipment, with expected revenues of 12.4 billion yuan in 2024, primarily from its high voltage segment [18]. Development Trends - The trend towards smart distribution network upgrades is expected to accelerate, driven by increased investment in smart grid construction and user demands for improved power supply quality, with a focus on energy efficiency and environmental sustainability [20].

内容概要：输送机械作为行业运输系统的核心组成部分，随着企业智能化、数字化转型，国内企业不断 加大研发投入，推动产品升级换代，提高自主创新能力，并在远程监控、智能化管理、故障预警等方面 取得了显著进展。我国带式输送机行业正处于稳健发展的上升阶段，良好的发展环境为其持续增长提供 了坚实支撑。随着各行业对生产流程智能化、绿色化要求的提升，带式输送机行业在技术创新、产品升 级方面的投入不断加大，能够更好地满足不同领域的个性化需求，进一步拓宽了行业的应用边界。综合 来看，在多重下游领域需求的共同驱动下，我国带式输送机行业保持持续向好的发展态势。据统计， 2024年，我国带式输送产量从2015年的135.65万台增长至231.44万台，需求量从2015年的123.23万台增 长至206.63万台，市场规模从2015年的168.82亿元增长至303.99亿元；预计2025年我国带式输送产量将 增长至240.37万台，需求量将增长至214.87万台，市场规模将增长至321.86亿元。 上市企业：华电重工[601226]、运机集团[001288]、山东矿机[002526] 相关企业：上海科大重工集团有限公司、北方重工集团有限公 ...

内容概况：中国蒽油行业作为煤化工产业链的关键环节，近年来在环保政策趋严、技术迭代加速及下游 需求结构调整的多重作用下，正经历深度转型与结构性分化。2025年上半年，中国蒽油产量为155.23万 吨，同比下降1.25%；蒽油消费量为156.22万吨，同比下降0.26%。 相关上市企业：山西焦化（600740）、永东股份（002753）、安阳钢铁（600569） 相关企业：信诺立兴集团股份有限公司、宝山钢铁股份有限公司、陕西煤业化工集团神木天元化工有限 公司、中国旭阳集团有限公司、山西焦化股份有限公司、浙江吉华集团股份有限公司、浙江闰土股份有 限公司、江苏扬农化工股份有限公司、山东中农联合生物科技股份有限公司、中国联塑集团控股有限公 司、浙江大东南股份有限公司、中国医药集团有限公司、华润医药控股有限公司、万华化学集团股份有 限公司、荣盛石化股份有限公司 关键词：蒽油、蒽油市场规模、蒽油行业现状、蒽油发展趋势 一、行业概述 相关报告：智研咨询发布的《中国蒽油行业市场竞争态势及前景战略研判报告》 三、行业现状 中国蒽油行业作为煤化工产业链的关键环节，近年来在环保政策趋严、技术迭代加速及下游需求结构调 整的多重作用下， ...

Industry Overview - The galvanized steel sheet industry in China has developed into a mature system, characterized by simultaneous growth in scale, intensification, and high-end production [1][8] - In the first five months of 2025, the sales volume of galvanized sheets reached 11 million tons, a year-on-year decline of 2.77%, indicating a significant demand contraction [1][10] - The slowdown in real estate and infrastructure investment has weakened the demand for steel in the construction sector, despite projected growth in infrastructure investment by 8.3% and real estate development investment by 5.4% in 2024 [1][10] Industry Chain - The upstream of the galvanized sheet industry includes raw materials such as steel and zinc, as well as production equipment like furnaces and galvanizing machines [4] - The midstream involves the manufacturing of galvanized sheets, while the downstream applications span construction, home appliances, automotive, and energy storage sectors [4] Current Industry Status - The industry is facing significant pressure from demand contraction, with internal demand not being released, leading to continuous price declines [10] - As of June 2025, the price of galvanized sheets in China was 4,082.5 yuan per ton, down 16.17% year-on-year [10] Key Enterprises' Performance - Major players like Baosteel, Ansteel, and Hebei Steel dominate the high-end market, leveraging technology and capacity to maintain competitive advantages [12] - Baosteel's revenue in 2024 was 322.116 billion yuan, a decrease of 6.50%, while R&D investment increased by 27.95% to 25.044 billion yuan [13] - Ansteel's revenue in 2024 was 105.101 billion yuan, down 9.06%, with R&D investment rising by 39.22% to 3.972 billion yuan [15] Industry Development Trends 1. The product structure is shifting towards high-end materials, with a focus on high-strength, corrosion-resistant, and functionalized products [17] 2. Environmental policies are driving the adoption of green and smart manufacturing, with significant reductions in carbon emissions expected [18][19] 3. The industry is moving towards a dual-driven model of "domestic demand upgrade and international expansion," with new urbanization and electric vehicle production expected to boost demand [20]