行业研究报告题录
制造业--计算机、通信和其他电子设备制造业(2014年第5期)
(报告加工时间:2014-03-03 -- 2014-03-09)

境内分析报告

  • 汽车行业:智能驾驭,电动未来
    未来的汽车是移动智能终端—智能汽车。移动互联的发展—车联网。汽车安全与无人驾驶—自动化。动力系统的革命—电动汽车。因能源危机和环保压力电动车而得到快速发展。
  • 通信行业季度分析报告——2013年第3季度
    通信设备—今年以来,通信设备行业销售产值增速始终保持在25%左右,高出去年同期平均水平8-10个百分点,成为电子信息制造行业增长的主要力量。移动互联—1-9月,全国3G移动电话用户累计净增13479.4万户,三季度净增4872.8万户,创历史新高。去电信化—2013年以来各基础电信企业“去电信化”经营策略加速实施。4G试验—中国移动透露,关于中国移动进行TD-LTE扩大规模试验已经获得了工信部批复。
  • 2014年2月通信行业要闻综述
    中国信息产业网2月14日报道,工信部以破解互联网互联互通难题、强化网络运行安全为重点,以社会关注的热点问题为导向,着力开展网络“畅通工程”,强化顶层设计,着力构建长效机制,在互联互通、电信设施保护、电信网络运行及安全生产、国际通信四方面都取得了较好的成绩。
  • 家具行业:智能家居的三个商业模式
    我们在本篇报告中试图分析智能家居未来的商业模式。我们认为制造向服务转型不可避免,产品+App、信息服务和生活服务将成为未来智能家居主要的三种商业形态。商业模式之一:产品+App。商业模式之二:以黑电为中心的信息服务。商业模式之三:以多元化生活电器为基础的生活服务。智能家居主题将贯穿全年,维持行业评级“增持”。

境外分析报告

  • 全球商业机场行李处理系统市场报告(2014-2018年)
    Baggage handling systems play a vital role in airport operations; they help in improving the overall efficiency of the terminal building located in the airport. The three main functions of BHSs : Moving the luggage from the check-in area to the departure gate of the airport Helping transit passengers move their baggage from one gate to another Moving luggage from the arrival gate of the airport to the luggage claim area, from where the passengers collect their baggage before exit.
  • 全球车道偏离警告系统市场报告(2014-2018年)
    Lane departure warning system is an ADAS integrated in a vehicle to assist the driver. It provides improved vehicle safety with a human-machine interface that prevents accidents by focusing on the major causes of collisions. This system works with the help of an integrated camera system that monitors road marking and determines whether the vehicle is running within the lane. The system is highly efficient in warning a driver whenever required and provides improved comfort and driver feedback.
  • 全球飞机健康监测系统市场报告(2014-2018年)
    An aircraft health monitoring system is a tool used to monitor and enhance flight safety, and reduce operational time and maintenance cost. This tool functions by recording actions, performance, and status of aircraft components into a remote database. Aircraft health monitoring systems then collect these data from various aircraft components, systems, and subsystems, to reach a certain resolution, based on algorithms programmed into the collect ion system. The aircraft health monitoring systems' products are mainly deployed in airlines to monitor unanticipated events, and to reduce unscheduled maintenance and disruption in operations.
  • 全球智能温控器市场报告(2014-2018年)
    A smart thermostat is a device that adjusts the room temperature settings either remotely by using mobile phones and tablets or automatically through self-learning of the user behavior.The Global Smart Thermostat market is expected to grow at an exponential rate during the period 2013-2018. A smart thermostat is a new technology and has an extremely high adoption rate among users. The market is currently dominated by North America, followed by Europe and the APAC region. The overall market is expected to grow at a CAGR of 52.72 percent during the forecast period.
  • 全球光纤激光器市场报告(2014-2018年)
    Fiber lasers contain the active gain medium, which is an optical fiber integrated with rare-earth elements such as erbium and ytterbium. Unlike conventional gas lasers, a fiber laser uses part of fiber as the resonating cavity where the laser action takes place to generate laser beams. Fiber lasers are preferred over other lasers such as CO2 lasers, primarily because they are more reliable, efficient, robust, and portable, and easier to operate than other lasers. They are largely used for cutting and welding purposes in industries such as the Manufacturing, Automotive, Electronics, Medical, and Telecommunication industries due to their superior performance, compact size, high output power, low cost of ownership, durability, and eco-friendly nature. They also eliminate the mechanical adjustments and high maintenance costs that are necessary with other lasers.

综合分析报告

  • 电子行业:在集成电路等方面赶超先进-国家政府工作报告电子行业解读
    2014年国家政府工作报告中对于促进新兴产业发展进行了论述,我们认为其中比较重要的内容有: “设立新兴产业创业创新平台,在新一代移动通信、集成电路、大数据、先进制造、新能源、新材料等方面赶超先进,引领未来产业发展。“”强化企业在技术创新中的主体地位,鼓励企业设立研发机构,牵头构建产学研协同创新联盟。“ “加大政府对基础研究、前沿技术、社会公益技术、重大共性关键技术的投入“。投资要点:第一次提出要在集成电路领域赶超先进;设立新兴产业创业创新平台,产业支持政策预计更加市场化;重申强化企业在技术创新中的主体地位,有望利好产业链龙头公司;继续坚定看好本土集成电路产业崛起。

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