行业研究报告题录
制造业--专用设备制造业(2017年第12期)
(报告加工时间:2017-04-17 -- 2017-05-01)

境内分析报告

  • 2016-2021年中国康复医疗市场深度调查及发展前景研究报告
    康复医疗学是一门新兴的学科,是 20 世纪中期出现的一个新的概念。它主要涉及到利用物理因子和方法(包括电、光、热、声、机械设备和主动活动)以诊断、治疗和预防残疾和疾病(包括疼痛),研究使病、伤、残者在体格上、精神上、社会上、职业上得到康复,消除或减轻功能障碍,帮助他们发挥残留功能,恢复其生活能力,工作能力以重新回归社会。康复医学是由理疗学,物理医学逐渐发展形成一门新学科。

境外分析报告

  • 全球军用电光和红外线系统市场报告(2016-2020年)
    EO/IR systems are an essential part of military operations. These systems encompass a broad array of distinct technologies that are based on target acquisitions and mission requirements. Such EO/IR systems are used in different military applications like airborne, land-based, and naval. Some of the airborne EO/IR systems are optic sights, observation systems, helmet mounted displays, and night vision systems. Land-based EO/IR systems include night vision goggles, weapon mounted sights, vehicle mounted optronics devices, thermal imagers, laser rangefinders, and designators. Naval based EO/IR systems include thermal imagery systems, infrared imaging and detectors, optronics mast systems, and surveillance and tracking systems. These systems assist in the battlefield with better visibility, tracking, and targeting of enemy locations.
  • 全球挤压机械市场报告(2016-2020年)
    The process used to create objects of a uniform cross-sectional profile is known as extrusion. The material to be extruded is pushed through a die of the desired crosssection. The extrusion process may be semi-continuous as well as the continuous process. It can be carried out on hot as well as cold materials. Some commonly extruded materials include metals, polymers, concrete, ceramics, and foodstuffs.
  • 全球低地板混合动力客车市场报告(2016-2020年)
    To comply with regulations and laws, bus manufacturers have actively invested in new alternative propulsion technologies that are fuel efficient and emit low emissions. Among various alternative propulsion technologies, such as the use of compressed natural gas (CNG) and ethanol blend as the energy source, one technology that has gained popularity in the recent time is hybrid powertrain system. This technology integrates a conventional internal combustion engine (ICE) with a battery-electric motor system to power the bus.
  • 全球质量通报系统市场报告(2016-2020年)
    MNS have software programs, which help to correspond through phone calls, instant messages, e-mails, public address, digital signage, two-way radio, pop-up messages, social media, and app push notifications. To be effective, they should have a strong communication structure that should include enough bandwidth to distribute thousands of messages. Delivery can be visual, audio, or a mixture of the two approaches. The global mass notification systems market will account for a CAGR of 15.62% during the forecast period.
  • 全球工业皮带市场报告(2016-2020年)
    Belt drive is a combination of belt and pulley that facilitates freight transfer between the shafts. Other major applications of belt drives include clutching, power transmission, and synchronization of shafts. The global industrial belt drives market is fueled by the growing need to automate processes in both discrete and process industries. Therefore, belt drives have become an essential part of several industries as they ensure a robust and reliable industrial operations for several applications, ranging from conveyor systems to heavy-duty power transmission.
  • 全球暖通空调绝缘市场报告(2016-2020年)
    Heating, ventilation, and air conditioning (HVAC) is one of the most energy-intensive systems in commercial and residential buildings. HVAC insulation is crucial to the energy efficiency, performance, and sustainability of HVAC systems. HVAC insulation helps in controlling the heat that is dissipated through conduction, convection, and radiation. Apart from their unique thermal properties, insulation materials also provide protection against sound, fire, and physical impact.
  • 全球宫腔镜市场报告(2016-2020年)
    A hysteroscope is a device that is used to see inside the uterus during a procedure. It carefully analyses the uterine cavity and detects the cause of infertility. It is also helpful in detecting intrauterine lesions, myomas, malformations, carcinoma, and polyps present inside the uterus. Hysteroscopy also provides treatment for abnormalities and is effective in improving pregnancy rates in sub-fertile women. The reasons for adopting hysteroscopy is due to the prevalence of gynecological problems such as bleeding between periods, after menopause, and after sex. The treatment usually takes 35 to 40 minutes.
  • 全球注塑机市场报告(2016-2020年)
    Injection molding is the most commonly used manufacturing process for the fabrication of plastic parts. Injection molding is used to manufacture a wide variety of products, which vary considerably in their dimensions, complex structures, and end-use applications. The injection molding is done by an injection molding machine and requires plastic and the typical raw material, and a shaping mold. The molding machine melts the plastic, which is then injected into the mold, where it cools and solidifies into the final part.
  • 全球碎石仪市场报告(2016-2020年)
    Lithotripter is a non-invasive device that helps in breaking the kidney stones by passing electromagnetic shock waves from outside the body. The device provides a nonsurgical method of destroying/pulverizing stones into small pieces that are capable enough to excrete naturally through individual's urine. Very few lithotripsies are performed through MI procedures that expose individuals to a lower concentration of anesthesia.

投资分析报告

  • 工程机械行业:基建发力支撑销量持续回升,2017工程机械行业有望走出寒冬-专题报告
    工程机械行业主要机种于 2016 年 8 月开始筑底回暖,根据市场披露的部分机种的开工小时数和销量数据的表现来看,此次回暖趋势强烈,其中作为工程机械行业“晴雨表”的挖掘机销量增幅最大,而装载机、起重机、混凝土机械仍延续下滑趋势,但降幅有所收窄。
  • 机械行业:受益地产后周期,低估值电梯板块是首选-研究周报
    近期机械行业回调较多,市场偏向关注低估值、稳增长的行业板块,可重点关注铁路装备与电梯板块的龙头公司。高铁动车组招标小批量多批次陆续落地,全年招标数量有望恢复至原有水平,铁路装备板块有较强业绩支撑。电梯板块受益去年地产新开工的增长,今年订单与销售预期向好。
  • 油气服务与设备行业:油气上游投资处上升周期,看好油服全行业复苏
    国内油服需求的复苏增速可能超过全球平均水平(除美国外) 相比于中石化上游投资同比上升 57%(增加 183 亿元人民币)的较大幅度,中石油 10%(增加 134 亿元人民币)的增速水平显得略低,但其实二者的绝对增加值相 近,且总计新增投资将达 317 亿元人民币。我们注意到国内主要的陆上油气田开采 活动自 2016 年底已出现反弹,例如,1)苏里格致密气田正面临着某类高端钻机短 缺的情况; 2)胜利油田某区块约 60 个油井在搁置两年后已重启;3)新疆自治区 计划大幅提升油气上游投资,吸引非油国企和民企来开采当地油气资源。
  • 新能源设备行业:2017年4月策略:3月产销恢复性增长超预期,新能车行业景气度持续攀升
    新能源汽车基本面反转兑现:3 月新能车增速兑现,目前我国新能源汽车基本面 反轩已经明确,海外特斯拉一季度销量赸预期带劢美国新能源汽车一季度销量快 速增长,国内外新能车的利好消息共振,行业景气持续攀升。投资主线我们依然 维持之前看法,具备核心技术的子行业龙头公叵将能够强者恒强放量增长,主要 推荐标的:产业链龙头(国轩高科,东斱精工,先导智能,坚瑞沃能,大洋电机)。 另一斱面,随乘用车和物流车放量,三元锂的逡辑将贯穿始末,主要推荐标的: 三元锂电及材料(亿纬锂能,当升科技,澳洋顺昌,天赐材料)。
  • 机械设备行业:国务院办公厅印发加快发展冷链物流政策,聚焦行业龙头、确定性绩优股、拐点型底部股
    国务院办公厅印发加快发展冷链物流政策;短期投资机会集中于确定性行业龙头、绩优白马股;加大关注成长型子行业优质底部个股。4 月 21 日,国办印发《关于加快发展冷链物流保障食品安全促进消费升级的意见》。推荐烟台冰轮、大冷股份。续推荐轨交装备春晖股份、鼎汉技术等。近期加大关注油气装备底部个股恒泰艾普(不仅仅是地热主题),节能环保装备转型新材料的隆华节能。
  • 机械设备行业:地热,或成“雄安重要能源选择-雄安新区草根调研报告
    雄安新区的地热资源得天独厚,开发效率和使用经济性居全国前列,主要以 1500-2000 米深度为主,其中雄县和容城以灰岩为主,更易被开发,为新区的清洁能源来源奠定坚实基础。中国石化旗下中石化新星公司,积极开发利用地热资源,已把雄县打造成为全国首座“无烟城”,当地地热供暖能力达 450 万平方米,形成了可推广、可复制的“雄县模式”。这或许是目前可能确认的第一个新区必然投入和发展的具体领域。 
  • 机械行业:3_月份新能源汽车销量继续高增长,关注工程机械公司一季报业绩-周报
    根据中汽协的数据,3月新能源汽车份销售 31120 台,同比增长 35.6%,环比增长 76.86%。自 1 月份新能源汽车销售触底以后,2 月份销量一改之前的颓势。随着未来新能源汽车推荐目录的陆续推出以及地方补贴政策的落实,未来新能源汽车销量有望继续高增长。

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