三方发文力度空前，超过市场预期，说明军民融合不只是主题投资，而是中国未来经济发展的强力引擎，相关细分领域将充分受益。

2015年以来，我国新能源汽车市场呈爆发式增长，2015年累计生产新能源汽车达37.9万辆，随之也带动了国内车用动力电池市场快速增长，甚至出现供不应求的局面。随着车用动力电池技术的不断发展，国内锂离子动力电池虽然在产业化方面取得了明显进步，但在电池性能、成组技术、能量管理、一致性水平方面，与国际先进水平存在较大差距，在系统集成、规模化生产等方面还存在很多问题，电池性能、生产规模以及成本等方面尚无法满足新能源汽车发展目标的要求。因此，对我国车用电池产业现状进行梳理，并对未来我国车用动力电池产业的发展趋势进行分析，对整个产业的健康发展具有重要意义。

2016 年上半年，沪深300 指数累计下跌15.47%，表征军工行情的中航军工指数累计下跌19.21%，跑输大盘。在经历年初的大幅回调后，军工行业相对沪深 300指数的估值溢价率呈下降趋势。目前，军工整体估值已有所回归，各细分板块估值出现分化。除船舶外，其他板块的PE 基本在100 倍左右，而量子通信等新兴板块由于业绩好，股价低PE 仅约28 倍。未来，各细分板块的表现将持续分化，船舶制造等传统行业目前正处于行业的萧条期，整体估值又较高，未来表现势必相对较弱；而以量子通信和通用航空等为代表的正在崛起的行业，由于估值水平合理，未来业绩又可期，将成为未来投资的重点领域，值得重点关注。

第四批推荐车型目录以及国家补贴等一系列政策迟迟未能落地，新能源汽车行情出现阶段性回调。 本周 A 股下跌 1.02%，华金证券重点关注 6 支标癿股本周下跌 4.73%，建议关注标的股本周下跌 6.07%。锂资源板块本周下跌0.64%，电机电控板块和动力电池板块本周分别下跌 2.28%和 4.23%。华金建议关注股票 52 周涨幅最大，为 100.68%，华金证券重点关注标的市盈率估值为139.71X，比上上周微降 2.53X。

据中国3D打印网7月15日报道，雷神公司（Raytheon Company）表示已经使用3D打印技术制作了制导武器的几乎所有组成部分，这包括3D打印的火箭发动机，用于引导和控制系统的部件，导弹本身，导弹翅片。按照进度，在未来几个月雷神公司的3D打印导弹可能就会出现在战场上。

近期，尽管全社会固定资产投资增速有所回落，但基础设施投资增速加快，对工程机械市场的支撑作用将增强。同时，今年以来新开工项目计划总投资一直高位运行，对下一阶段投资增长有积极支撑作用，预示着未来投资增速将会出现一些积极的变化。未来，工程机械市场整体需求将处于逐步企稳回升过程中初步预计， 1～ 7月八大典型产品总销量约为 31.4 万台左右，同比增长 3%左右。

上周，受到政策门槛或提高以及补贴政策推迟等信息的影响，新能源汽车板块整体跌幅明显。目前，我们认为板块估值已到合理区间，但是由于大盘不稳，新能源汽车政策出台时点未到，下周板块可能维持弱势走势，但从中长期的视角来看，政策层面维护新能源汽车产业健康有序发展的基调没有改发，新能源汽车雹求层面癿支撑逻辑也没有发生改变，建议关注超跌品种，并适时布局。

中国电信与信通院联合发布《工业连接计划白皮书》，通过研究制造企业与互联网融合过程中的“痛点”，提出了工业连接的两类应用、四大场景、八项连接需求，涵盖了企业内外的各个连接层次，形成连接工厂实现智能化生产、连接企业实现网络化协同、连接用户实现个性化定制、连接产品实现服务化转型等四类共性解决方案，并制定了具体的目标和实施步骤，帮助制造企业整合和升级现有工业网络，以企业为中心构建全方位的生态连接系统，分层次逐步实现万物互联。

目前国内电梯保有量超过 450 万台，按每台 5000 元/年计算维保市场也有近 200 亿空间，在安全问题频发的背景下，维保后市场有望规范发展。而形式上就是将原来由第三方维保转向整机厂商自维保发展。 近年上市企业的维保收入占比已经在逐步提升，维保市场正在成为电梯企业的第二增长点。 而从开工面积来看，二三线城市的开工面积远远超过一线城市，随着未来县域经济的发展，县域市场高层建筑的增多， 县域市场也将成为国内电梯行业的新增长点。

The aluminum die casting machinery is used to produce cast aluminum parts for applications in various end-user sectors, namely automotive, aerospace and defense, marine, telecommunications, and others, such as electronic appliances and renewable energy sectors.

We expect the global children's bicycle market to grow at a CAGR of 2.31% during the forecast period. In 2015, APAC led the overall market for children's bicycles and was followed by Europe. The ROW, which is constituted of Latin America, the Middle East, and Africa, will see the fastest growth rate over the next five years. North America will register a slowdown in its growth rate owing to the increasing number of children preferring indoor play activities like video games. In addition, in key North American countries, children in the age group of 0-14 years accounted for a relatively small part of the total population. In the US, for instance, this segment represented only 19% of the total population in 2015, and in Canada, this was 15%. This presents a relatively small addressable market for bicycle vendors in the region.

Chromatography is a set of laboratory techniques used for separation of mixtures. It involves two stages: a mobile phase and a stationary phase. A mixture is dissolved in a fluid in the mobile phase (carrier gas) that carries it through a structure that holds another material (stationery phase), which is a microscopic layer of polymer or a liquid on a solid support. The separation of the mixture is caused by different speeds with which the constituents of the mixture travel. The separation is done on the basis of differential partitioning between mobile and stationery phases. Subtle differences in the partition coefficient of a compound lead to differential retention on the stationary phase, thereby changing the separation.

Welding technology is widely adopted in all small and large scale industries dealing with fabrication processes; it is also used for repairing and refurbishing metal products. Welding can be executed in all possible media, viz. air, space, and underwater. The process finds significant applications in automotive manufacturing; construction of residential, commercial, and industrial buildings; construction of bridges and other infrastructure; aerospace and defense; heavy machinery manufacturing; and all other fabrication industries or applications that require metal repairing.

Anesthesia video laryngoscopes allow physicians to visualize the larynx indirectly through video technology. Laryngoscopy using these devices involves their insertion transnasally or transorally. The video feed from these devices is displayed on a monitor for clinicians to view, helping in the detection of medical abnormalities. The video feed or images can be recorded and magnified when displayed on the monitor for clear examination of the larynx.

Medical laser systems are used in various therapeutic areas such as dermatology, ophthalmology, gynecology, and urology. The introduction of a wide range of surgical and aesthetic treatments has led surgeons to perform various medical laser procedures. Advances in medical laser technology have led vendors to develop cost-effective photonic solutions, including beam delivery components and laser systems of different designs.

Medical technology is an integral part of the healthcare sector, which includes a wide range of healthcare products, devices, and techniques that are used to diagnose and treat diseases or medical conditions. These technologies are used to improve the quality of healthcare delivered through early diagnosis and effective therapy. Recent advancements in medical technology are more focused on cost reduction. Medical technology broadly includes medical devices, information technology, and biotech and healthcare services. The medical technology industry has expanded in recent years, driven primarily by increased expenditure on research and development of innovative products and techniques in the healthcare industry.

The FDA categorizes medical imaging as a technology used to visualize the human body for the diagnosis, monitoring, and treatment of medical conditions such as cancer and cardiovascular diseases. CT scan, MRI, X-ray, and ultrasound are some of the medical imaging techniques that use 3D technology for advanced imaging. These 3D technologies offer high-resolution imaging, as high as 80,000 voxel or volumetric pixel, which is tenfold more than 2D medical imaging. 3D medical imaging provides better imaging of the anatomy and tissues than 2D equipment, to aid in surgical procedures. Many medical facilities worldwide use mammography or 3D X-ray imaging to diagnose breast cancer.

BAW filters support RFs in the range of 1.5-16 GHz in mobile devices such as smartphones, tablets, and dongles, as well as Bluetooth devices including GPS. These filters can be small in size or have a lean shape and apply either framework base or ladder formation. Two major types of BAW filters are film bulk acoustic resonators and solid-mounted form of bulk acoustic resonators.

Breast pumps are devices used to suction milk from the breasts of lactating mothers and store it in a container to provide a continuous supply of breast milk for feeding their infants as and when required. For instance, when the mothers are not able to feed directly or are away for work, the stored milk can be fed to the infant by the caretakers. Breast pumps assist in triggering the milk ejection response from lactating mothers by creating a seal around the nipple and applying and releasing pressure.