The semiconductor market is shifting toward complex and miniaturized devices. Semiconductor device manufacturers need higher inspection sensitivity as they move toward lower node sizes (10nm and beyond). The migration will introduce complex structures and designs, as well as new materials.

Blinds and shades, which are the most commonly used window covering products in the US, are available in different types, colors, and textures. Consumers' preferences for aesthetically appealing window covering products play an important role in the growth of the blinds and shades market in the country. The demand for customized products is also increasing, which will exert a positive impact on the growth of the market over the next five years.

主业持续增长，龙头地位稳固。公司2015 年销售收入超过24 亿元，净利润超过8.7 亿元，都保持较快增长。主要产品陶瓷插芯及套筒主要用于光纤连接器、光模块和光收发器等，产销量稳居世界第一位，行业龙头地位稳固。随着光纤到户继续推进、基站持续加密建设和数据中心建设继续加大，未来将保持稳定增长。

上周市场延续震荡格局，全周沪深300 指数上涨0.2%，A 股汽车整车板块下跌0.8%，汽车零部件板块下跌0.7%。8 月全月来看，全月沪深300 上涨3.9%，乘用车下跌3.2%，汽车零部件上涨3.1%。