行业研究报告题录
公共管理、社会保障和社会组织(2020年第31期)
(报告加工时间:2020-09-07 -- 2020-09-13)

行业资讯

境外分析报告

  • 全球地震服务市场-增长,趋势和预测(2020-2025年)
    Petroleum exploration is primarily concerned with the geological interpretation of geophysical data. Geophysical data is usually gathered through geophysical methods by petroleum geologists to identify the presence of an active hydrocarbon system in various geologies. There are three main geophysical methods used in petroleum exploration: magnetic surveying, gravity surveying, and seismic surveying. Seismic survey is a vital part of exploring oil and gas. This method is based on the analysis of elastic waves generated in the Earth by artificial means. The elastic waves produced during sudden disturbance is called a seismic wave. A seismic source, such as underground dynamite or air gun, is used to generate seismic waves, sensed by receivers deployed, along with a preset geometry (called receiver array or geophones), and then recorded by a digital device called seismograph and the record obtained is known as seismogram. Based on a common propagation mechanism used in a seismic survey, seismic waves are grouped primarily into direct, reflected, refracted, and surface waves.

投资分析报告

  • 社会服务行业:季度环比改善,商业模式带来业绩差异-9月策略暨中报总结
    维持板块中长线“超配”评级。目前全球疫情形势依然严峻,但国内疫情防控得力,Q2 以来国内游稳步复苏但出境游停滞。今年暑假休闲自由行主导旅游市场,校内校外也全面复学。内循环背景下大消费赛道长期逻辑获得追捧,特别是具有电商基因的龙头率先上涨进而推动优质龙头整体走出α行情。虽然市场目前对大消费板块有一定分歧,但从我们跟踪的个股来看,从“赛道+格局+质地”的维度的中线思维选股依然长期有效,坚持战略持有业绩确定性好的一线龙头,同时底部增配受疫情和宏观经济短期业绩影响较大,估值受到抑制且前期相对滞涨的龙头。综合来看,推荐中国中免、中公教育、宋城演艺、豆神教育、锦江酒店、广州酒家、科锐国际、首旅酒店、科斯伍德、紫光学大、凯撒旅业、众信旅游、天目湖、中青旅、三特索道、美吉姆、峨眉山A、黄山旅游等。

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