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(2017年第10期)
(报告加工时间:2017-03-20 -- 2017-03-26)

境外分析报告

  • 全球婴儿保暖设备市场报告(2016-2020年)
    A baby warming device is designed to keep the baby warm and provide from basic to a critical care facility in a closed or open environment. There are over 20 million premature babies born every year globally due to low birth weight and other pregnancy-related conditions. The baby warming device needs a constant electric supply and few devices are portable enabling newborns to be kept warm during transport to other emergency care centers. The infant warmer consists of three different parts: a sleeping bag, an electric heater, and a pouch of phase change material. Also, these devices have consistently shown a faster advancement in technology that provides a low-resource setting in remote primary healthcare facilities.
  • 全球标签设备市场报告(2016-2020年)
    Labels are printed pieces of paper, film, polymer, or other materials affixed to a product or imprinted on the package or the body of a product that provide important information about the product and the company. Labeling equipment is used to dispense and apply the label to a container, package, or product. Some labeling equipment is not only used for dispensing and applying but also for printing the labels. Pressure-sensitive labeling equipment, in-mold equipment, and heat-shrink labeling equipment are some of the labeling equipment types available in the market.
  • 全球360度相机市场报告(2016-2020年)
    The growth of the global 360-degree camera market is driven by the growing popularity of virtual reality (VR) technology. The market is expected to grow at a CAGR of 34.85% during the forecast period.We expect 360-degree cameras to have fast growth like many technological products. This fast growth can be attributed to the short lifespan of next-generation technologies. As technologies in gaming are upgraded every five years, 360-degree cameras become more of a necessity than a luxury.Globally, the population in Spain is the most aware of VR technology. It is estimated that 96% of the population knows about the technology. We expect Spain to be the fastest-growing market for 360-degree cameras during the forecast period.A number of vendors are expected to enter the market during the forecast period.This will lead to price wars resulting in a decline in the average selling price (ASP) of 360-degree cameras.This report covers the present scenario and the growth prospects of the global 360-degree camera market for 2016-2020. To calculate the market size, the report considers the revenue generated from the sales of 360-degree cameras for VR applications.
  • 全球航空航天3D打印市场报告(2016-2020年)
    Owing to the innovative additive manufacturing approaches taken by both the original equipment manufacturers (OEMs) and component suppliers, the overall manufacturing cost for aircraft components is anticipated to decrease. This is expected to propel the adoption rates of three-dimensional (3D) printing technology in the production of commercial aircraft parts.The growing adoption of lightweight and fuel-efficient aircraft will also influence the acceptance of 3D printing technology globally. Owing to the substantial investments, the Americas will have the highest market share of 43.56% in 2020,followed by APAC with 31.24%.The increasing efforts to develop miniaturized jet engines will drive the adoption of 3D printing technologies among engine and component manufacturers across the globe. Also, it is expected that there will be increased collaborations among OEMs and computer-aided design (CAD) technology providers, which will ensure further advancements in the existing 3D printing technology.
  • 全球喷墨机市场报告(2016-2020年)
    Inkjet print heads are integrated into printers for prints such as black and white print, color print, and digital imaging. There are two types of printers — impact printers and non-impact printers. Impact printers such as dot matrix printers use an impact to produce text and images on paper. They use print heads that strike the surface of ink ribbons, pressing these ribbons against the paper. Non-impact printers such as inkjet and laser printers produce text and images on paper without mechanical impact on the paper.
  • 印度电线电缆市场报告(2016-2020年)
    The major demand for electric wire and cable in India is likely to increase from the railways and construction sectors due to rising government investment. For instance, Government of India (GOI) has allocated a budget of $17.94 billion (2016-2017) for the development of Indian Railways and also targets to develop 100 smart cities in India.The organized sector is expected to account for maximum market share and is likely to increase during the forecast period due to increased demand for highquality wire and cable.The unorganized sector accounts for the maximum market share in the building wire and cable sector. Increased awareness about the quality of wire and cables is expected to decrease the market share of the sector.
  • 俄罗斯数字生活报告
    Digitalisation is not only a source of opportunities for federal and local businesses, it is a factor in the global competition for human capital, the main development resource of the 21st century.This study is dedicated to the issues of penetration of the moderndigital technologies into all aspects of daily life in major Russian cities. The report was prepared by the experts of the SKOLKOVOInstitute for Emerging Market Studies with the participation of professors of IESE Business School (Barcelona, Spain).The Digital Life Index of the Russian Regions provides a quantitative measurement of the progress of secondary digitalization in the Russian cities, covering the key aspects of modern urban life, such as transportation, finance, retail, healthcare, education, media, and dministration.A separate measurement of the development of supply, and helps to reveal the gaps between them, mapping out areas of possible action for businesses and administrations. The study focused on 15 Russian cities with populations of over 1 million people; the measurements were carried out in two waves: in the end of the years 2014 and 2015.
  • 美国教育投影机市场报告(2016-2020年)
    This report covers the present scenario and the growth prospects of the education projector market in the US for 2016-2020, keeping 2015 as the base year for market sizing. To calculate the market size, the report considers the revenue generated from the sales of education projectors to the pre-K, K-12, and the higher education segment in the US education market. While calculating the market size, the revenues generated in the market from sales of digital light processing (DLP) and liquid crystal display (LCD) projectors were considered. The market size comprises the revenue generated from sales of standard (non-interactive) as well as interactive education projectors.The report presents the vendor landscape and a corresponding detailed analysis of the top four vendors in the market. The vendors have been selected based on parameters such as variety in product offerings catering to the education segment, efficiency oftheir distribution channels, brand value, initiatives to expand market share, and product innovations. In addition, it discusses the major drivers that influence the market growth.It also outlines the challenges faced by vendors and the market at large as well as thekey trends emerging in the market.
  • 全球铁路电池市场报告(2016-2020年)
    Rolling stocks are wheeled vehicles that move on railway tracks. Rolling stocks include passenger trains, locomotives, and freight wagons. These vehicles can be non-selfpropelled or self-propelled. Rolling stocks are capital-intensive and require huge investment and time to manufacture. Alstom, Bombardier Transportation, CRRC Corporation, GE Transportation, Mitsubishi Electric, and Siemens are the major rolling stock manufacturers in the market.
  • 全球冷链物流IT支出市场报告(2016-2020年)
    Economic globalization and international trade agreements among various nations have created high demand for effective supply chains and distributions systems. Developing countries have implemented advanced IT solutions such as analytical applications to manage their domestic and international supply chains and distribution systems. Developing nations are in the process of revamping the supply chain and distribution systems. Logistics is an important component in the entire value chain of the supply chain and distribution systems. In recent times, the need for real-time monitoring of vehicles carrying assets has increased significantly to ensure the on-time and safe delivery of goods.
  • 全球二氧化碳监测市场报告(2016-2020年)
    Capnography is the monitoring of partial pressure or concentration of carbon dioxide (CO2) in respiratory gases, and is an integral part of anesthesia and respiratory critical care. Capnography provides information about the CO2 production, alveolar ventilation, and elimination of CO2 from anesthesia circuits and also shows respiratory patterns on a monitor. This is a quick and reliable method to detect acute or lifethreatening conditions such as ventilator failure, malposition of tracheal tubes, defective breathing circuits, and circulatory failure in both intubated and non-intubated individuals.
  • 澳大利亚通讯产业统计与预测
    The overall telecoms services revenue reached over $42 billion in 2016, a growth of under 1% for the 12 months to June 2016. The overall market is predicted to grow at a stronger rate in 2017. The strongest growth is coming from the second tier providers, which grew at over 10% during that time period. The market incumbent Telstra still dominates the local telco landscape with well over 50% market share, however this market share is gradually declining. Prices for fixed-line and mobile voice services are being driven down by competition among operators, and by consumer reluctance to tolerate price increases, which engenders higher churn to other providers. Thus opportunities to drive revenue growth through higher consumer and business spend in the short term are limited to mobile data services.
  • 全球激光过滤器保护市场报告(2016-2020年)
    Most industries include certain safety hazards, which can prove fatal to the employees. The use of PPE protects employees from injuries and helps reduce employer liability along with financial costs. According to the estimates by the US Occupational Safety and Health Administration (OSHA), the return on investment for $1 spent on PPE by an employer is $4 in the form of reduced injuries and improved employee productivity. According to Canadian Standards Association standards, a worksite should be assessed for potential work hazards. Mandatory government regulations and the rising awareness of safety risks prompt employers to purchases PPE.
  • 全球手腕佩戴设备市场报告(2016-2020年)
    The low manufacturing cost of wrist wearable devices in China is driving the market in APAC.The sales of the Apple Watch are expected to slow down by the end of 2016 as the customers are waiting for the release of the new generation watch — Apple Watch 2 — by the end of 2016. However, with the development of newer hardware and an evolving ecosystem, Apple will dominate the market throughout the forecast period.The Android-based smartwatches are expected to give a tougher competition to the Apple watch that released in 2015 in terms of market size and share by 2020.Pebble's smartwatch, with its unique software in combination with affordable hardware, will fuel its growth in the market. However, competitive pressures will cause it to lose share gradually to giants like watchOS and Android Wear.

投资分析报告

  • 计算机行业:计算机行业跟踪周报第60期:计算机公司内质U型反转
    本周(3.6-3.10)Wind 软件与服务指数上涨 1.41%,同期沪深 300 指数上 涨 0%。计算机公司内质和经营效率呈 U 型反转 在市场越来越关注内生增长的大背景下,我们不妨来探讨下计算机行业目前 的内生增速、目前的景气度到底如何。计算机公司内质和经营效率在提升。人均营业利润(没用净利润的原因是营 业外收入包括补贴退税等,对计算机公司净利润影响较大,约在 20%,不能反映 经营效率) ,11-16 年分别为(万/人)10.2、8.4、7.8、6.5、9.4、10.5,说明计 算机公司的经营效率出现了 U 型反转,计算机公司的内质在向好。
  • 计算机行业:后移动互联网时代,内容为王,加速变现
     海外中概股业绩集中爆发超预期,移动化成为掘金必备工具。陌陌凭借直播业务 2016Q4 实现收入 5 倍以上的增长;网易依靠手游实现游戏业务 60%+的增速, 电商业务也翻倍增长;基于人工智能技术的内容分发平台今日头条 2 年时间估值 从 5 亿美元到突破 100 亿美元。占据用户移动碎片化时间的应用软件在互联网之 战中强势突围,网易的移动化布局更使其完成从门户到综合互联网服务商的蜕变。移动互联网进入下半场,内容主宰,回归商业本质,强调流量的变现效率。这些“时 间杀手”的成长背后也映射出我国移动互联网发展运营的变迁:跑马圈地占据入口 流量的时代已经过去,唯有优质的内容才能留住用户;诸侯混战,剩者为王,有 现金流支撑才能走得更宽更远,快速变现是后移动互联网时代的生存之道。
  • 计算机行业:计算机板块继续上涨,网络安全问题再引关注
    上周计算机行业表现回顾:上周大盘表现平平,沪深 300 指数微弱上涨后 回落,最终与上周收盘水平持平。行业表现方面,涨幅居前的是家用电器、 通信和食品饮料,轻工制造、计算机、电子涨幅也超 1%。申万计算机行业 指数整周上涨 1.45%,跑赢沪深 300 指数 1.45 个百分点。在 28 个申万一 级行业中,计算机行业指数涨幅排名第 5。全球首个商用量子计算亐収布,或助量子计算加速落地:3 月 6 日,IBM 正式宣布将在今年推出全球首个商业“通用”量子计算亐服务 IBM Q。据 悉,IBM Q 计划建立在去年 5 月上线的兊费量子亐计算平台 Quantum Experience 上,新系统将允许用户通过云联网访问,幵提供 SDK 和 API, 但需付费使用。
  • 机械设备行业:人工智能首入报告,智能制造又起春风
    本周SW机械设备指数上涨0.80%,跑赢沪深300指数0.80个百分点。国 联机械设备股票池中一周涨幅较大的二级子板块为仪器仪表(+2.07%)和 金属制品(+1.70%);一周涨幅较大的三级子板块分别为楼宇设备 (+3.23%)、其他通用设备(+2.16%)和仪器仪表(+2.07%)。 国联机械设备股票池一周涨幅居前个股分别为赛为智能(300044.SZ, +22.30%)、科大智能(300222.SZ,+20.94%)以及宁波东力(002164.SZ, +17.01%);重点跟踪标的方面,一周表现较好个股包括郑煤机(601717.SH, +7.53%)、大族激光(002008.SZ,+3.75%)和亚威股份( 002559.SZ,+3.35%) 等。
  • 计算机行业:行情持续反弹,关注绩优白马股
    上周,沪深 300 指数涨幅为 0.00,计算机行业上涨 1.22%,行业跑赢大盘 1.22 个百分点,其中硬件板块上涨 1.57%,软件板块上涨 0.85%,IT 服务板 块上涨 1.67%。个股方面网达软件、科大国创、梅安森涨幅居前;联络互动、 恒生电子、汇金科技跌幅居前。 国际市场 IBM 实现用单个原子存储数据:实用化可能还需几十年;苹果谷歌抢夺语音 助手市场,Siri 很快能听懂上海话;Uber 正式获准在加州测试无人驾驶汽车。国内市场 中国有望 2020 年推首台国产百亿亿级次超级计算机;李彦宏:百度或考虑 剥离自动驾驶汽车业务。
  • 航空航天与国防行业:军工电子国家队,电子信息产业领头羊,中国电子科技集团公司-治国论军十二大军工集团系列报告(1)
    中国电子科技集团是在原信息产业部直属电子研究院所和高科技企业基础上组建而成的国有重要企业,为十二大军工集团之一。集团主要从事国家重要军民用大型电子信息系统的工程建设,重大装备、通信与电子设备、软件和关键元器件的研制生产。

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