行业研究报告题录
制造业--专用设备制造业(2020年第16期)
(报告加工时间:2020-08-24 -- 2020-08-30)

境外分析报告

  • 全球自主公交车门系统市场报告(2020-2027年)
    A self-driving bus is a robotic vehicle designed to travel between destinations without a human operator. They combine sensors and software to control, navigate, and drive the vehicle. This vehicle uses LiDAR and RADAR and several other sensors for its operations. Bus door system is a hinged piece or object that allows entry/exit of the passengers. Many companies are developing these door systems in innovative manner. For instance, Schaltbau Holding offers smart door systems/intelligent door systems for self-driving shuttle buses and other vehicle concepts. There is a wide range of products of bus door systems. Electric inward swinging doors, pneumatic inward swinging doors, pneumatic outward swinging doors are a few examples of these systems. The autonomous bus door system market is driven by factors such as improved safety coupled with the reduction in traffic congestion, rise of connected infrastructure, and increase in demand for fuel-efficient, highperformance, and low-emission vehicles. However, high manufacturing cost and data management challenges restrict the market growth. Moreover, development of smart cities and supportive government regulations create lucrative growth opportunities for the market expansion.
  • 全球重型建筑设备市场报告(2020-2027年)
    The report covers the study of the heavy construction equipment market on the basis of equipment type, application, end-user industry, and region. Heavy construction equipment includes earthmoving equipment, material handling equipment, heavy construction vehicles, and others. These equipment are used to move large amounts of earth or dig foundations and landscape areas. For instance, material handling equipment are used to move raw, waste materials from one place to another; while heavy construction vehicles are used for transporting construction materials such as sand, gravel, and excavated dirt from one job site to another. The application areas of heavy construction equipment considered in the report are excavation & demolition, heavy lifting, material handling, tunneling, and recycling & waste management. Various industries, such as construction, mining, oil & gas, infrastructure, manufacturing, and others (forestry and agriculture) are extensive users of heavy construction equipment.
  • 全球骨科器械市场报告(2019-2026年)
    Pain is an unpleasant sensory and an emotional experience caused due to the tissue damage and an illness. This device is used to treat various conditions such as cancer, muscular pain, and others. The report of the orthopedic devices market involves the study of different devices products that work as orthopedic devices electrical stimulators, electrical stimulators, analgesic infusion pumps and, neurostimulation. In addition, it covers the applications in which these devices are used including cancer pain, neuropathic pain, facial & migraine, musculoskeletal disorders (MSDS), trauma, and others. Moreover, this report provides a detailed analysis of the current market trends and future estimations from 2019 to 2026.
  • 全球热泵市场报告(2019-2026年)
    Heat pump is a mechanical-compression cycle refrigeration system that can be reversed to either heat or cool desired space. Therefore, it is massively used in space heating and cooling applications. It is composed of two main components, which include an indoor air handler and an outdoor unit that is quite similar to the central air-conditioner but referred to as a heat pump. The outdoor unit has a compressor that circulates refrigerant, which is known for absorbing and releasing heat that travels between indoor and outdoor units. The key difference between an air conditioner and heat pump is both technologies cool the desired space using similar mechanisms, but heat pumps can also heat residential spaces, whereas the air conditioner cannot.

投资分析报告

  • 机械设备行业:国内光伏厂商加快布局光伏异质结电池,持续关注国产光伏设备的投资机会
    本周机械设备行业跑赢沪深300 指数:本周市场出现大幅调整,各指数表现不一,成交量小幅缩小。其中深圳成指跌幅为0.08%,中小板指数涨幅为0.36%,创业板指跌幅为1.36%,上证综指涨幅为0.61%,沪深300 涨幅为0.30%。本周两市成交额5.05 万亿,环比上周下降1.19%。申万一级子行业中,共计18 个子行业录得涨幅,10 个子行业录得跌幅,其中食品饮料涨幅达3.40%,建筑材料涨幅达2.42%,机械设备行业涨幅为0.41%,跑赢沪深300 指数0.11 个pct,在申万行业指数里机械设备行业涨幅排名居中,排名15/28。
  • 机械行业:继续关注下半年带电作业机器人与板块投资机会-周报
    市场回顾:上周机械指数上涨0.23%,差于上证指数(0.61%)和沪深300(0.30%),但强于创业板指 (-1.36%)。上周工程机械(中信)(2.71%)、仪器仪表(中信)(2.32%)等子行业表现居前;锂电设备 (中信)(-10.82%)、船舶制造 (中信)(-6.58%)表现较差。上周大部分数标的沪(深)股通持股占比有所提升,其中徐工机械(0.31%)、恒立液压(0.30%)、美亚光电(0.24%)提升较为明显。
  • 机械设备行业:缝纫机周期反弹将至,激光赛道仍为通用自动化超强赛道-研究周报
    缝制设备每年市场空间较大,2013-2015年规模以上企业的营收体量为400亿左右每年;工缝机为主要产品之一,份额占到45%左右。骨干工缝机企业合计营收在150-200亿左右波动;杰克的市占率快速提升,骨干工缝机企业中的市占率仅为17%左右。我们认为工缝机市场低点有望本年度Q2-Q3确认,主要逻辑:1)过去10年工缝机产量最低点是出现在2016年,本年度全年产量接近历史底部;2)拆分缝纫机销售来看,缝纫机国内市场存在波动性,但海外市场整体呈现增长趋势(2018年达到了400万台),本年度上半年工缝机出口下降幅度达到了27%左右,也即疫情大大影响了缝纫机的正常出口销售。伴随着疫苗的推出、疫情有望得到有效控制,工缝机正常需求有望恢复。

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