内容概要：熔模铸造是一种高精度、高表面质量的铸造工艺。熔模铸造通常用于生产需要高精度、复杂 结构和精细表面处理的零部件，航空航天、汽车等领域。随着国内航空、汽车等产业的崛起，熔模铸造 市场发展迅猛。如汽车行业，随着汽车产量增加和轻量化、高性能化发展，对发动机缸体、涡轮增压器 等精密铸件需求不断上升，促使熔模铸造企业扩大生产规模，行业规模得以增长。2024年我国熔模铸造 市场规模为232.31亿元，需求量为42.63万吨，产值为254.28亿元，产量为46.19万吨。这显示出我国熔模 铸造产业具备庞大的基础规模，且在经济波动中展现出一定韧性。预计2025年，我国熔模铸造产值将达 272.1亿元，产量将达48.36万吨，市场规模将达248.89亿元，需求量将达44.68万吨。目前，我国熔模铸 造产业已经具备相当规模，整体竞争实力不断提升。随着技术的不断进步和应用领域的拓展，我国熔模 铸造市场规模的扩大，熔模精密铸造在工业制造领域有着广阔的发展前景。 相关企业：有鹰普精密工业有限公司、宁波吉威熔模铸造有限公司、东风精密铸造有限公司（原二汽精 密铸造厂）、河北钢研德凯科技有限公司、嘉善天晟精密铸件股份有限公司 关键词 ...

大宗商品研究所 有色研发报告 有色金属日报 2025 年 6 月 10 日星期二 有色金属衍生品日报 第一部分 市场研判 铜 【市场回顾】 1.期货：今日沪铜 2507 合约收于 78880 元/吨，涨幅 0.27%，沪铜指数增仓 11993 手至 57.77 万手。 2.现货：铜价居高，下游采购受抑，上海现货报升水 85 元/吨，持平上一交易日。广东虽库 存 4 连降，但受制于铜价走高，持货商难大幅挺价，报升水 60 元/吨，上涨 5 元/吨。天津 报贴水 180 元/吨，下跌 10 元/吨。 【重要资讯】 1. 中国中矿资源集团表示，由于全球冶炼产能迅速扩张导致铜精矿短缺，其位于纳米比亚 的 Tsumeb 工厂已暂停铜冶炼作业。该冶炼厂每年可处理 24 万吨铜精矿。 2. Mysteel 调研国内 61 家精铜杆生产企业，总涉及产能 1584 万吨(含 2025 年新增产能)， 2025 年 5 月国内精铜杆产量为 84.08 万吨，环比减少 4.78%，同比增加 23.43%。据 Mvsteel 调研国内 74 家再生铜杆样本企业，总涉及产能 819 万吨，2025 年 5 月国内再生铜杆样本产 量为 ...

证券代码： 301163 证券简称：宏德股份 江苏宏德特种部件股份有限公司 投资者关系活动记录表 编号：2025-003 投资者关系活动 类别 特定对象调研 □分析师会议 □媒体采访 业绩说明会 □新闻发布会 □路演活动 现场参观 其他 参与单位名称及 人员姓名 长城证券 王泽雷 长城证券 谢斯尘 东亚前海证券 胡智元 时间 2025 年 6 月 10 日 地点 现场调研 上市公司接待人 员姓名 董事会秘书 李林立 投资者关系活动 主要内容介绍 1、公司自我行业定位如何？ 答：公司专业从事高端装备关键铸件的研发、生产及销售，是 一家具有自主研发和创新能力的高新技术企业。公司深耕铸造 行业三十余年，始终坚持"弘扬工匠精神，引领绿色智造"的 公司使命，努力打造全球高端装备领域的一流企业。公司是目 前国内为数不多的同时掌握高性能球墨铸铁和铸铝核心技术 的铸件生产企业，公司坚持"铸铁+铸铝"的多元化发展模式， 涉及风电设备、电力设备、医疗器械等多个领域。 2、公司对后续产能的规划如何？ 答：公司目前正在建设"年产 3 万吨高端装备关键件精密加工 | 制造项目"，预计今年三季度会有部分设备安装到位，陆续会 | | -- ...

Core Viewpoint - The launch of casting aluminum alloy futures on the Shanghai Futures Exchange marks a significant development in the industry, providing a tool for companies to hedge costs and manage risks associated with aluminum procurement and production [1][3]. Group 1: Industry Overview - The casting aluminum alloy industry chain includes scrap aluminum, casting aluminum alloys, die-cast parts, and end-use applications, with the transportation sector, particularly automotive, being the largest consumer [1]. - The carbon emissions from producing casting aluminum alloys are significantly lower, achieving only 2% of the emissions compared to the electrolytic aluminum production process, while also conserving resources such as 3.4 tons of standard coal and 22 tons of water per ton produced [1]. Group 2: Regional Significance - Chongqing plays a crucial role in the casting aluminum alloy industry due to its concentration of high-end manufacturing, particularly in the electric vehicle sector, with local automakers like Changan and Seres having substantial aluminum needs [2]. - The annual aluminum alloy demand in Chongqing has surpassed 340,000 tons, supported by the presence of large-scale casting manufacturers with an annual production capacity exceeding 700,000 tons [2]. - The region's logistics infrastructure, including warehouses like Guoyuan Port, meets the storage capacity requirements for the futures market, facilitating regional delivery and circulation [2]. Group 3: Market Development Initiatives - The Chongqing municipal government has actively supported the development of the futures market, encouraging local companies to engage with futures trading and enhancing their risk management capabilities [3]. - CITIC Futures, a national futures brokerage based in Chongqing, aims to provide comprehensive financial services to local businesses, including customized reports, risk management training, and one-stop delivery services [4]. - The company plans to leverage its expertise to enhance the competitiveness of Chongqing's casting aluminum alloy industry and contribute to the sustainable development of the regional economy [4].

Core Viewpoint - The company is focused on maintaining its core business while gradually pursuing a diversified development strategy, aiming to enhance its market share and product profitability through new environmentally friendly products and technologies. Group 1: Company Performance and Strategy - The company reported a year-on-year increase in profitability for the first quarter of 2025 [3] - The company plans to enhance its market share in the raw sand and coated sand markets following the full production capacity of its Zhangwu quartz sand mine [2] - The company aims to develop a business system suitable for its growth, focusing on quartz sand as the core business and strengthening its presence in the casting materials and fracturing proppants markets [4] Group 2: Industry Outlook - The casting materials industry is expected to evolve towards environmentally friendly, low-emission products, with a shift from organic to inorganic materials [4] - The widespread application of 3D printing technology in the industry is anticipated to raise the standards for casting materials [4] Group 3: Technological Advancements - The company has begun applying its products in 3D printing and is gradually expanding this application, which is expected to significantly reduce costs [5] - The company has developed low-ammonia and ammonia-free coated sand products to minimize emissions during the casting process [9] Group 4: Market Position and Competition - The company has a complete business system from raw sand to coated sand and waste sand recycling, ensuring a competitive advantage in the industry [11] - The company does not engage in price-cutting strategies to avoid "involution" competition, focusing instead on product quality and technological advantages [7] Group 5: Customer Base and Orders - The company currently has stable orders and serves several prominent clients, including Chang'an Automobile, Top Group, and China National Petroleum [12]

卡乐集团（CAREL）创立于1973年，总部位于意大利帕多瓦，致力于为客户提供商用空调、冷柜 以及加湿控制解决方案。卡乐电子（苏州）有限责任公司成立于2005年，为亚太区总部。企业秉承集团 注重研发的传统，在研发投入上不遗余力，苏州压缩机匹配优化及加湿器测试实验室是卡乐集团在意大 利以外的首家实验基地。自落户以来，卡乐电子从单一产线起步，通过技术攻关与产业链垂直整合，已 构建起覆盖商用冷冻、工业加湿等领域的多元化产品矩阵，建成数字化智能工厂并获评省级绿色标杆， 成为具备全球竞争力的行业领军企业。 近年来，浒墅关坚持"智能车间—智能工厂—灯塔工厂"梯次培育体系，推动新一代信息技术与制造 业深度融合。截至目前，辖区累计建成省级标杆工厂和先进级智能工厂5个，各级智能车间34个，形成 高端装备、新一代信息技术、生物医药等产业集群。 中核苏阀科技实业股份有限公司是一家集工业阀门研发、设计、制造及销售于一体的科技型制造企 业，为石油、天然气、炼油、核电、电力、冶金、化工、造船、造纸、医药等行业提供阀门系统解决方 案，于1997年在深交所挂牌上市，是中国阀门行业和中国核工业集团有限公司所属的首家上市企业。 多年来，中核科技 ...

山西省煤电、钢铁、焦化、水泥等行业占全省工业排放量的70%以上。高峰介绍，前几年，该省基本完 成了煤电、钢铁行业超低排放改造。下一步，将加快推进水泥行业和焦化行业的超低排放改造，同时， 继续推动煤电行业污染深度治理和铸造、碳素、耐火材料等产业集群升级改造。 汾河谷地一直是山西省大气污染治理的重点区域，该省将在之前成效的基础上，着力加强太原盆地、汾 河谷地大气污染联防联控，持续推进重点工业园区环境污染综合治理，有序推进太原盆地、临运盆地清 洁取暖改造。同时，聚焦空气质量排名靠后的重点城市，突出"一市一策"精准管控，常态化开展走航巡 查，推进攻坚措施落地落实。 5月22日从山西省政府新闻办举行的新闻发布会获悉，山西PM2.5平均浓度已经连续四年每年下降1微 克。2024年，该省PM2.5平均浓度为36微克/立方米，今年前4个月，该省PM2.5平均浓度同比下降 22.4%。 清洁运输是交通运输减排的重要措施之一。去年，山西积极推进清洁运输先行引领区建设，加快国四及 以下柴油货车报废更新和新能源替代，下一步将加快推进钢铁、火电、焦化、煤炭、建材等重点运输企 业车辆新能源替代，提升大宗物料清洁运输比例。 山西省生态环境 ...

短期看，5月铝合金锭市场呈现典型的季节性疲软特征，行业整体面临需求收缩与库存高企的双重压 力。受终端消费持续走低影响，下游采购意愿明显下降，导致企业订单量环比下降15%~20%，成品库 存周转天数较4月增加3~5天。在市场竞争愈发激烈的背景下，为维持客户关系和加速资金周转，多数 企业采取降价促销策略，导致铝合金锭的价格走势与基本面出现背离——电解铝价格中枢上移200元/ 吨，但ADC12等主流牌号铝合金锭的价格反而下跌200~300元/吨，形成了"跟跌不跟涨"的现象。行业调 研情况显示，当前约30%的铸造铝合金企业已陷入亏损状态，特别是中小型厂商受制于原料采购困难及 订单不足等问题，浙江、广东等主要产区已陆续出现减产情况。 调研团队认为，即将上市的铸造铝合金期货，将为市场带来新的定价机制和风险管理工具，或许能改变 当前铝合金现货市场定价较为混乱的局面。业内人士普遍认为，铸造铝合金期货上市能够提升价格发现 效率，并为产业企业提供有效的套期保值工具。 样本企业运营情况 原料供应紧张。废铝供应呈现"结构性紧张"特征。调研结果显示，浙江、江西地区样本企业主要依赖国 内废铝资源（占比85%以上）进行生产，进口废铝仅作为 ...

Core Insights - The global market for silica sol castings is experiencing an annual growth rate of 8%, driven by demand in high-end sectors such as aerospace and electric vehicles [1][3][5] - China holds a 25% share of the global market and aims for over 70% localization of key aerospace engine components by 2025, significantly boosting the demand for silica sol castings [3][6] Market Overview - The aerospace and new energy vehicle sectors contribute over 40% of the market growth, with silica sol castings becoming essential for high-end equipment localization [3][4] - The market is characterized by a technological monopoly among leading companies, with significant advancements in silica sol casting processes improving yield rates by 30% and reducing delivery times by 40% [4][6] Key Drivers - Technological advancements are leading to a shift from traditional water-based silica sol to fast-drying and modified silica sol, enhancing production efficiency [4][6] - Policy incentives, such as China's "Made in China 2025" initiative and EU carbon border adjustment measures, are pushing for the adoption of low-energy, high-precision silica sol castings [4][6] Regional Analysis - Asia-Pacific is emerging as a manufacturing hub, with the eastern coastal regions accounting for 60% of China's production capacity, while central regions are growing at a CAGR of 8.5% [6] - In Europe and the US, companies are accelerating technological upgrades in response to environmental regulations, with silica sol castings seeing increased demand in oil and gas extraction [6] Future Opportunities and Challenges - The silica sol casting market is at a crossroads of technological revolution and industrial transformation, with a projected annual growth rate of 6.1% [5] - Emerging sectors such as hydrogen energy storage and nuclear fusion are expected to drive demand for high-temperature and radiation-resistant castings, with a market size projected to reach $500 million by 2030 [6]

5月20日-23日，第二十三届中国国际铸造博览会在天津国家会展中心隆重举行。动力院坚持"两个跳出""两个坚定不移"发展理念，组织山西中兵铸造有限 公司"走出去"，携高端铝合金铸件产品盛装亮相本届铸博会，突出展示兵器有色金属铸造基地的先进技术实力和生产能力。 本届展会，展出了包括铁路机车传动箱、无人平台用轻量化铸件、高性能传动装置等8项各具特色的铝合金铸件产品，全面展示了铝铸件大型薄壁、高强 度、轻量化、型腔复杂、零缺陷等优势，在数字化工艺设计、大型高承载高热机复合精密铸造、高强韧复合嵌铸及表面处理等多项国内领先的铸造工艺技 术水平，吸引了众多产业链企业、合作伙伴和专业观众前来参观咨询和对接交流。 高端有色金属铸造生产线 锻造生产线 中国国际铸造博览会是我国唯一一个由国家级行业协会主办的铸造类展会，被誉为中国铸造业发展的风向标，本届铸博会以"构建铸造产业链高质量发展 新格局"为主题，同期举办国际压铸展、有色铸造展，展览面积突破12万平方米，汇集全球50多个国家和地区的1000多家知名企业参展，全面展现铸造行 业的尖端技术、智能装备与绿色创新成果，是铸造行业全产业链展示转型升级、高质量发展的重要平台。 表面处理生 ...