2019 年 10 月，工程机械产品生产分化，挖掘机产量大幅增长；装载机、压实机械、混凝土机械产量下降；挖掘机、装载机出口量大幅增长；三一重工、华为、中国电信联合开发智能网联 AGV，应用 5G 技术完善现代工业自动化物流系统；成工重工将整体搬迁至四川遂宁，预计 2020 年末投产；唐山丰润将建设华北最大工程机械装备制造产业园；小松与山东大学产学研合作项目签约；康明斯与徐工签署战略合作协议；徐工与一机集团合作研发制造推土机；徐工机械、中联重科等企业前三季度业绩大幅增长。

高端装备制造业绩效保持增长，1～10 月，营业收入同比增长 6.4%，利润总额同比增长 13.1%。同期，高端装备相关行业投资继续下降，铁路、船舶、航空航天和其他运输设备制造业投资增速为同比下降 5.9%。智能制造方面，10 月，工业机器人产量同比增长 1.7%，是年内首次增长转正；当月，国内机器人行业融资事件共 10 个，较上月增加 1 个。进出口方面，10 月，我国轨交装备和航空航天装备行业主要领域进出口主要呈现下降势态。

本分析内容主要分析对象是围绕儿童过敏检测及干预提供相关产品及服务的厂商及用户。通过对产业链的梳理，我们理解市场的发展、寻找行业机会，预判发展趋势。通过对厂商的梳理，我们明确领域内厂商的竞争优势与发展方向，树立行业典型。通过用户画像的描绘，我们理解用户需求，为厂商运营及产品走向提供方向。

The Europe ski gear and equipment market was valued at USD 1,011.91 million in 2018, and it is projected to reach USD 1,141.66 million by 2024, registering a CAGR of 2.06% during the period 2019-2024 (henceforth, referred to as ‘the forecast period’). The growth of tourism sector specifically during the winter is poised to act as a favorable factor, following a strong participation from the baby boomers' segment. Apart from this, the fusion of gadget in skiing and snowboarding with respect to a strong inclination toward technological innovation and implementation is expected to boost the market for ski equipment and gears.

Mining is a composite industry. Extracting raw material of different shapes, sizes, and chemical compositions from the earth’s crust and transforming it into a standardized and high-quality final product is a challenging process and has pushed the industry to opt for solutions that improve its efficiency and productivity. Typically mines are located in remote areas and adopting automation helps in resource utilization in a better manner. Automation plays an indispensable role in the mining industry to achieve such strategic goals. However, for the majority of those in the mining industry, automation is a much more comprehensive concept than regulative systems, supervision, and instrumentation. Automa tion can cover the geological/ geographical information systems sof tware to autonomous machines and from mine execution software to optimization or expert systems.

Lenses are continuously evolving to accommodate the needs of video capture, sensors are emerging in new sizes and designs, and Wi-Fi connectivity is being enabled in cameras. While the fundamental laws of optics will not change, there is a lot more to a camera lens, than just the glass elements and the zooming features. Both electronics and mechanics play key roles in the performance of a camera. With the advent of contrast-based autofocus in interchangeable lens compacts, the lenses of these systems have developed more robust communications with the camera bodies.

Casino gaming equipment such as slot machines, gaming tables, video poker machines, VLTs among others facilitate smooth day-to-day casino operations. These sophisticated gaming equipment are the back-bone of the gambling industry where casinos are the major revenue contributors. The sale of gaming equipment is proportional to the growth in the gambling market worldwide. Gambling is an activity where one wagers money or something of value on events with uncertain outcomes. When permitted by the law, gambling is often referred to as gaming in many countries. Consideration, chance, and prize are the three major elements of gambling that need to be present. Some of the major gambling activities are poker, casino, betting, and lottery.

工程机械行业协会数据显示，2019 年 11 月挖掘机行业销量为 1.93 万台 /+21.7%，1-11 月销量合计 21.55 万台/+15.0%，行业维持高景气状态。大挖与小挖增速向上，中挖增速反弹，出口增速平稳。我们判断 2020 年挖掘机行业仍将保持平稳发展，得益于基建投资增速有望温和回升、地产投资保持一定韧性。龙头企业竞争力持续提升，估值处于历史低位、且低于全球龙头，具备长期发展潜力。建议关注三一重工、中联重科、徐工机械、恒立液压。 

年初至今， 国防军工指数上涨23.88%，跑赢上证综指（16.77%），跑输沪深300（29.62%）及创业板指（38.09%）。

2019 年 1-10 月固定资产投资累计同比增长 5.20%，相对上半年有所下降，其中基建/ 房地产/ 制造业/ 采矿业投资分别同比增长3.26%/9.60%/2.60%/25.10%。