北京商报8月19日讯，新能源汽车国家大数据联盟发布《新能源汽车国家监管平台大数据安全监管成果报告》。报告显示，今年5月以来发生起火事故的新能源汽车中，41%车辆处于行驶状态，40%处于静置状态，19%处于充电状态。《报告》称，5月以来的79起安全事故中，65%得事故车辆为乘用车；其中86%事故车辆使用三元锂离子电池、7%使用磷酸铁锂电池、剩余车辆电池类型尚不确定；已知起火原因的车辆58%由于电池问题发生事故，其他起火则由于碰撞、浸水、零部件故障、使用不当等因素导致。

AI+安防是人工智能技术商业落地发展最快、市场容量最大的主赛道之一，预计到2020年，AI+安防软硬件市场规模将达到453亿元，其中视频监控尤其是中心侧业务将先行发展，知识图谱和安防智能机器人发展潜力较大。

Network security has become an important aspect in the current connected landscape, with the amount of data traffic handled by network infrastructures increasing at an unprecedented rate in recent times. With every industry moving toward connected architecture and cloud, the dependency on data centers and cloud is increasing. Data breaches have been increasingly impacting enterprises across industries; prominent breaches include Equifax and Uber, which caused a considerable downtime and did cost huge amounts of revenue to resolve. Many HIPAA data breaches are a result of internal accidents, third-party network hacking, social engineering, etc.

In the recent times, many nations, notably the NATO members, have begun to invest heavily in autonomous military systems. Though the focus had been largely on the unmanned aerial vehicles, the investments in the development of UGVs have also grown recently. In the United States, Defense Advanced Research Projects Agency (DARPA) has been investing heavily in the UGV technologies. The United States recently called upon defense contractors to innovate more in the area of UGVs, military robots, and drones to focus on improvements on easily upgraded software rather than hardware that can take years to come to the market. It aims to make use of 3D printing to speed up the process. This shows that the investments in R&D are expected to increase for UGVs in the coming years.

Public safety which refers to the protection of public and critical infrastructure, is usually handled by specialized agencies across various departments, such as EMS, police, and other civil organizations. Owing to the increasing security threats, it has become imperative for public safety agencies to collaborate and share information regarding possible threats to work toward a preventive mechanism to ensure optimal safety. Players in the global public safety market offer several professional services, which include design and consulting to aid in the training and education of customer enterprises and their employees. In the industry systems, safety is vital, as they are highly risky and one wrong step in the process may prove to be dangerous for both the people and the environment.

国务院办公厅印发《关于进一步激发文化和旅游消费潜力的意见》。《意见》提出了9 项激发文化和旅游消费潜力的政策举措。主要包括：推出消费惠民措施；提高消费便捷程度；提升入境旅游环境；推进消费试点示范；着力丰富产品供给；推动旅游景区提质扩容；发展假日和夜间经济；促进产业融合发展；严格市场监管执法；强化政策保障；加强组织领导。本次文旅部意见进一步鼓励发展假日和夜间消费、带薪休假、景区门票降价等优惠措施。我国的休闲旅游消费需求旺盛，大众的休闲方式随着人均可支配收入的增加，节假日增多以及带薪年假的逐步实现，在不断的朝着休闲旅游方面发展，未来旅游消费市场空前潜力巨大、板块投资机会可期。投资建议：中期报告陆续披露，持续看好免税、酒店板块。中期报告陆续披露，持续看好免税、酒店板块。随着中秋、国庆等黄金假期来临，旅游消费市场也将迎来三季度旺季行情，我们对接下来文化旅游等板块机会持乐观态度。建议关注：中国国旅、宋城演艺、广州酒家。

澳门游客人次从16 年底部回暖，豪赌客向大众游客的转型完成，18 年下半年客流加速增长，但过夜游客与一日游游客在18 年9 月增速换挡，同时在这环境下VIP 及中场业务的增速相应出现了不同的趋势。两组数据背后的关联性VIP 业务增速与内地过夜游客增速的相关系数达到80%，中场业务增速与内地入境游客增速的相关性更强，R2 达到了71%。同时澳门入境内地游客的高增长一部分受益于港珠澳大桥18 年10 月开通，但我们的观点与市场不同的在与：港珠澳大桥为澳门输入的并非是相对消费低端的一日游客群，而从18 年9 月开始的海路及陆路入境的内地游客过夜游客比例下滑存在较大的关联度，内地消费疲软对澳门的博彩消费及入境过夜等影响较大。

绿城服务物业管理范围大，在管项目达到1305 个，覆盖全国29 个省、直辖市和自治区以及137 个城市。截止2019H1，绿城服务在管面积为1.842 亿平米，较2018H1 的1.508亿平米同比增长22.1%。截止2019H1，绿城服务储备面积达到2.07 亿平米，较2018H1 的1.603亿平米同比增长29.1%，净增加0.467 亿平米。

维持对电力、环保板块看好的行业评级，公用方面，降一般工商电价政策出台完成，并未影响火电电价及大型水电电价，降电价风险出清。公用事业方面煤炭中枢下移，利好火电企业，建议关注华能国际。长江中下游，湘江今年来水超预期，有助于水电利用率的提升，建议关注长江电力。环保方面，随着垃圾分类成为市场热点，板块关注度明显提升，建议关注维尔利；同时看好估值低、增长确定性强的土壤修复、监测，主要标的为高能环境、聚光科技。

2018 年重点国有景区已实施降价举措，降价幅度略有不同。2018 年初，李克强总理在政府工作报告中指出，要“降低重点国有景区门票价格”。6 月29 日，国家发改委正式印发《国家发展改革委员会关于完善国有景区门票价格形成机制 降低重点国有景区门票价格的指导意见》，要求要切实降低现行价格偏高的5A 级国有景区门票价格，并积极推动4A 及以下国有景区降价，确保2018 年降低重点国有景区门票价格工作取得实效。

1）国务院办公厅印发全国深化“放管服”改革优化营商环境电视电话会议重点任务分工方案，2019 年底前将项目环评审批时间压缩至法定时限的一半。2）国家发改委印发《铅蓄电池回收利用管理暂行办法》，规定铅蓄电池实行全生命周期统一编码制度。2025 年底，规范回收率达到60%以上。