央视网消息：首艘国产大型邮轮开启商业运营，新能源汽车领跑全球，"嫦娥六号"实现月背采样返回……"十四五"时期，一个 个从无到有的突破挺起了中国制造的脊梁。 从"规模第一"到"质量突围"，中国制造正逐渐改写世界产业发展的新格局。 折叠屏、曲面屏、伸缩屏，如今在中国，每天，超过一百万块这样科技感十足的屏幕被生产出来。在屏幕开合的一瞬间，连接 处142个超精密零件同时启动，保证屏幕在20万次开合后仍然痕迹如初。而这一块屏幕背后就藏着18000多项专利。 从比纸还软的钢，到比钻石还硬的"玻璃"，从一次3小时直达太空的"闪送"，到一条有望能钻透地壳的船，"十四五"时期，中国 制造正不断突破想象力的边界。 "十四五"规划《纲要》中提出要深入实施制造强国战略，推动制造业高端化智能化绿色化。 这是全球最大的工程机械生产线，一块钢板进入，经过200多台机器人自动加工，直接出现了一台泵车，这就是代表着全球最 先进制造水平的灯塔工厂。过去五年里，我国灯塔工厂数量增长了6倍，位居世界之首，覆盖了"十四五"期间规划的所有战略性新 兴产业。与此同时，6000多家绿色工厂深入纺织、钢铁、化工等传统的高耗能行业。 从更"强"的工厂车间走出来 ...

Group 1 - The core viewpoint is that during the "14th Five-Year Plan" period, China's manufacturing is transitioning from "scale first" to "quality breakthrough," contributing over 30% to global manufacturing growth [1][7] - China's manufacturing industry has seen an increase in value added by 8 trillion yuan, equivalent to the economic total of a medium-sized country [7] - The number of "lighthouse factories" has increased sixfold in the past five years, leading the world in advanced manufacturing capabilities [5] Group 2 - Daily production of over one million advanced screens, featuring 142 precision components, demonstrates China's innovation in manufacturing technology [3] - The "14th Five-Year Plan" emphasizes the implementation of a strong manufacturing strategy, promoting high-end, intelligent, and green manufacturing [3] - Shenzhen Huaqiangbei, known as China's electronics hub, has shifted from basic components to higher value-added products like drones and smartwatches, doubling per capita consumption [7]

Group 1 - The core viewpoint is that during the "14th Five-Year Plan" period, Chinese manufacturing is transitioning from "scale first" to "quality breakthrough," reshaping the global industrial development landscape [1] - Over 1 million advanced screens, including foldable and curved screens, are produced daily in China, supported by over 18,000 patents [1] - The "14th Five-Year Plan" emphasizes the implementation of a strong manufacturing strategy, promoting high-end, intelligent, and green manufacturing [1] Group 2 - China's manufacturing sector has seen an increase in value added by 8 trillion yuan over the past five years, equivalent to the economic output of a medium-sized country, contributing over 30% to global manufacturing growth [2] - In Shenzhen's Huaqiangbei, a significant shift has occurred from basic components to higher value-added products like drones and smartwatches, with per capita spending doubling [2] - The number of "lighthouse factories" in China has increased sixfold in the past five years, leading the world in automated manufacturing capabilities [1]

Report Summary 1. Report Industry Investment Rating - Not provided in the given report 2. Core Viewpoints - On July 14, the JM2509 contract of coking coal closed at 920.0, up 1.15%. The market should be treated with a bias towards a bullish oscillation. For coke, the J2509 contract closed at 1525.0, up 1.09%, and it should also be treated with a bias towards a bullish oscillation [2]. 3. Summary by Relevant Catalogs 3.1 Futures Market - JM主力合约收盘价 was 920.00 yuan/ton, up 7.00 yuan; J主力合约收盘价 was 1525.00 yuan/ton, up 5.50 yuan [2]. - JM期货合约持仓量 was 807,762.00 hands, up 15,898.00 hands; J期货合约持仓量 was 55,759.00 hands, up 285.00 hands [2]. - The net position of the top 20 JM contracts was -61,570.00 hands, down 13,485.00 hands; that of J was -4,034.00 hands, down 351.00 hands [2]. - The JM1 - 9 monthly contract spread was 43.50 yuan/ton, up 10.50 yuan; the J1 - 9 monthly contract spread was 44.00 yuan/ton, up 15.50 yuan [2]. - The coking coal warehouse receipts were 1,400.00 sheets, up 1,200.00 sheets; the coke warehouse receipts were 90.00 sheets, unchanged [2]. 3.2 Spot Market - The price of Ganqimao Meng 5 raw coal was 757.00 yuan/ton, unchanged; the price of Tangshan quasi - first - grade metallurgical coke was 1390.00 yuan/ton, unchanged [2]. - The price of Russian main coking coal forward spot (CFR) was 118.00 US dollars/wet ton, unchanged; the price of Rizhao Port quasi - first - grade metallurgical coke was 1220.00 yuan/ton, unchanged [2]. - The price of Australian imported main coking coal at Jingtang Port was 1330.00 yuan/ton, up 60.00 yuan; the price of first - grade metallurgical coke at Tianjin Port was 1320.00 yuan/ton, unchanged [2]. - The price of Shanxi - produced main coking coal at Jingtang Port was 1350.00 yuan/ton, unchanged; the price of quasi - first - grade metallurgical coke at Tianjin Port was 1220.00 yuan/ton, unchanged [2]. - The price of medium - sulfur main coking coal in Lingshi, Jinzhong, Shanxi was 930.00 yuan/ton, unchanged; the J主力合约基差 was - 135.00 yuan/ton, down 5.50 yuan [2]. - The ex - factory price of coking coal produced in Wuhai, Inner Mongolia was 960.00 yuan/ton, unchanged; the JM主力合约基差 was 10.00 yuan/ton, down 7.00 yuan [2]. 3.3 Upstream Situation - The raw coal inventory of 110 coal washing plants was 300.77 million tons, down 11.40 million tons; the clean coal inventory was 197.07 million tons, down 17.91 million tons [2]. - The operating rate of 110 coal washing plants was 62.33%, up 2.61 percentage points; the raw coal output was 40,328.40 million tons, up 1,397.80 million tons [2]. - The import volume of coal and lignite was 3,303.70 million tons, down 300.30 million tons; the daily average output of raw coal from 523 coking coal mines was 191.80 thousand tons, up 3.80 thousand tons [2]. - The inventory of imported coking coal at 16 ports was 553.79 million tons, up 29.08 million tons; the total inventory of coking coal of independent coking enterprises was 892.35 million tons, up 44.17 million tons [2]. - The inventory of coking coal of 247 steel mills nationwide was 782.93 million tons, down 6.67 million tons; the inventory of coke of 247 sample steel mills was 637.80 million tons, up 0.31 million tons [2]. - The available days of coking coal of independent coking enterprises were 12.48 days, down 0.03 days; the available days of coke of 247 sample steel mills were 11.64 days, up 0.12 days [2]. 3.4 Industry Situation - The import volume of coking coal was 738.69 million tons, down 150.65 million tons; the export volume of coke and semi - coke was 68.00 million tons, up 13.00 million tons [2]. - The output of coking coal was 4,070.27 million tons, up 144.11 million tons; the capacity utilization rate of independent coking enterprises was 72.87%, down 0.30 percentage points [2]. - The profit per ton of coke of independent coking plants was - 63.00 yuan/ton, down 11.00 yuan/ton; the output of coke was 4,237.60 million tons, up 77.60 million tons [2]. 3.5 Downstream Situation - The blast furnace operating rate of 247 steel mills nationwide was 83.44%, down 0.40 percentage points; the blast furnace iron - making capacity utilization rate of 247 steel mills was 90.27%, down 0.58 percentage points [2]. - The crude steel output was 8,654.50 million tons, up 52.60 million tons [2]. 3.6 Industry News - The vice - president of the China Iron and Steel Association, Wang Yingsheng, said that the total steel output in China has reached its peak. The domestic consumption of crude steel is expected to remain at around 800 - 900 million tons, and the industry shows an obvious trend of减量 development, but the industrial concentration is increasing [2]. - Foreign Minister Wang Yi met with US Secretary of State Rubio in Kuala Lumpur. They agreed to strengthen communication and dialogue and explore expanding cooperation areas [2]. - Minister of Industry and Information Technology Li Lecheng chaired a party group meeting, stating that efforts should be made to implement large - scale equipment renewal and technological transformation projects in the manufacturing industry and promote digital transformation [2]. - In the next week, the heat will intensify in many places, and nearly 10 provinces such as Shaanxi, Hebei, and Henan will experience extremely hot weather above 40°C [2].

Group 1 - The black building materials sector of steel products is expected to fluctuate [1] Group 2 - Friday, rebar continued to rise, but closed lower at night [1] - The Minister of Industry and Information Technology, Li Lecheng, chaired a party group meeting, emphasizing high - end, intelligent, and green development in manufacturing [1] - This week, the output of five major steel products was 872,720 tons, a weekly decrease of 12,440 tons; the total inventory was 1,339,580 tons, a weekly decrease of 350 tons; consumption decreased by 1.4% [1] - Li Yongjun believes that the key to judging the industrial cycle is demand, and there is still room for per - capita consumption of crude steel in China [1] - Recently, steel mills in Shanxi are restricted in production by 10 - 20%. Last week, rebar production decreased, social inventory decreased, factory inventory increased, and total inventory decreased. Demand shows off - season characteristics [1] - The main pressure level of rebar is 3200, with an important support level at 3000; the support level of hot - rolled coil is 3130, and the pressure level is 3300; the support level of stainless steel is 12600, and the pressure level is 13000 [1] - The spread between spot and futures has widened rapidly. Pay attention to the opportunity of buying spot and selling futures. For single - sided trading, there is a high possibility of a short - term correction. Aggressive investors can try short - selling with a stop - loss set [1]

Core Viewpoint - The steel industry in Xinyu is undergoing a high-quality transformation, with a complete industrial chain established and significant growth in revenue and production capacity [1][4][9]. Industry Development - Xinyu has developed a modern industrial system led by Xinjian Steel, with various sub-industries such as metal products, special steel, electrical steel, and new materials [4]. - In 2024, the steel industry's revenue is projected to reach 71.6 billion yuan, accounting for nearly 50% of the city's industrial revenue, with steel production exceeding 30% of the province's total [4]. - The city has signed new steel industry projects with a year-on-year growth of 60%, amounting to 2.849 billion yuan [4]. Competitive Advantages - Xinyu's steel industry features leading products with high market shares, including ultra-thin electrical steel with a production capacity that ranks first globally [4][6]. - The city is focusing on high-end, intelligent, and green development, with strategic products like premium silicon steel and high-quality thick plates gaining recognition [9]. Strategic Initiatives - The merger of Xinjian Steel Group with China Baowu has led to significant investment opportunities, with over 30 billion yuan expected in key projects [6]. - The city is enhancing its industrial ecosystem through a "dual new" integration development mechanism, improving service platforms, and addressing logistical challenges [12]. Technological Advancements - Xinyu's steel industry is advancing in digital transformation, with several companies recognized as "smart factories" and a focus on green manufacturing [9]. - The establishment of intelligent factories and the development of a "steel industry brain" are part of the ongoing digitalization efforts [9]. Future Plans - The city aims to implement the "6313" action plan to further enhance the steel industry's competitiveness and expand into high-performance metal materials and downstream applications [12].