行业研究报告题录
制造业--电气机械和器材制造业(2020年第21期)
(报告加工时间:2020-08-10 -- 2020-08-23)

境外分析报告

  • 全球水龙头市场报告(2019-2026年)
    Faucets are devices in a plumbing system that are used for controlling the flow of water. These faucets are majorly used in the kitchen, bathroom, and other areas where water is required at regular intervals. To meet a variety of consumer needs, faucets are available in a wide range of styles, colors, and finishes. The report covers economic as well as premium faucets that are used in a wide range of applications. The continuous demand for faucets owing to new construction of residential apartment, development in commercial spaces, renovation of houses, and replacement of old faucets are some of the key reasons that boost the growth of the global faucets market.
  • 全球横向健身器材市场报告(2020-2027年)
    By type, the lateral fitness equipment market is segmented into treadmill, elliptical, exercise bike, shoulder press machine, and chest press machine. The treadmill segment is anticipated to account for the highest revenue in 2027 owing to the availability of treadmill with latest technology, such as Wi-Fi connectivity, Bluetooth connectivity, and iFit technology along with smart touch screen display.
  • 全球电动牙刷市场-增长,趋势和预测(2020-2025年)
    The rapidly changing lifestyles and improper diets, including sugar-rich diets and the increased consumption of alcohol and tobacco, have made oral health one of the major public health problems in almost every part of the world. For instance: According to the World Health Organization, Oral diseases pose a major issue for many countries and affect people throughout their lifetime, causing pain, discomfor t, disfigurement, and even death. The Global Burden of Disease Study 2017, estimated that oral diseases affect close to 3.5 billion people, worldwide, with caries of permanent teeth being the most common condition. Moreover, with the increased expenditure on oral healthcare, consumers across the world have started taking preventive measure, which, in turn, have increased the demand for effective oral care products, like electric toothbrush. 
  • 全球电动汽车充电器市场报告(2020-2027年)
    Electric vehicle charger is used to charge electric vehicles with a battery and the electrical source that helps to charge the battery. Currently, three different modes of charging are available in the market, level 1, level 2, and DC fast charging. Level 1 and level 2 charging are the types of AC mode of charging, which charge the vehicle at 120 volts and 240 volts, respectively. Such chargers can be installed at home or public places as per the individual’s requirements. The electric vehicle chargers market is analyzed in accordance with the impacts of the drivers, restraints, and opportunities. The period studied in this report is from 2019 to 2027.
  • 全球食品服务设备市场报告(2020-2027年)
    Foodservice equipment are used for preparation and storage of food products for commercial purpose. These equipment are used in restaurants, hotels, and other commercial kitchens. These include cooking equipment, storage & handling equipment, warewashing equipment, food preparation equipment, and serving. The revenue source for the foodservice equipment market is based on the sales, after service, and replacement of foodservice equipment. The food service equipment market is segmented into product, end use, and region. By product, the market is divided into cooking equipment, storage & handling equipment, warewashing equipment, and serving equipment. By end use, it is classified into Full-service Restaurant & Hotel, quick service restaurants, and catering. By region, it is studied across North America, Europe, Asia-Pacific, and LAMEA.

投资分析报告

  • 电力设备行业:V字之后,欧洲新能源车销量持续向好
    欧洲车市持续恢复性增长。欧盟汽车整体销量较前两季度已大幅回暖。根据对主要车市汽车销量的统计,尽管部分国家同比仍呈现负增长,但降幅持续收窄;除此之外,法国、英国、挪威整体汽车销量本月逆势上涨;各国车市逐渐向疫情前的正常水平发展过渡。
  • 家用电器行业:冷年收官,等待行业改善-7月空调数据
    7月份,空调销量1440 万台,同比上升15.2%。其中,内销964.7万台,相比去年同期增长11.1%;出口475 万台,同比增速为24.48%。2020冷年总销量为1.51 亿台,同比增长1.48%。其中,2020 冷年内销量下滑3.12%,相比2019 年冷年下滑幅度收窄2.8pct;2020 冷年外销量同比增长8.89%,相比2019 年冷年外销增速提升了6.21pct。分品牌看:内销方面,美的、海尔、TCL 销量增速迅猛,格力仅为个位数增长;外销层面,海信销量增速远超过其他公司,美的、海尔、奥克斯、TCL 为双位数增长,格力为个位数增长。
  • 家用电器行业:7月空调内销/出口同比+11.1%/+24.5%-7月产业在线空调数据点评
    产业在线数据,2020 年7 月家用空调总销量1439.7 万台,YOY+15.2%,内销964.7 万台,YOY+11.1%;出口475.0 万台,YOY+24.5%。1-7 月累计家用空调销量9045.7 万台,YOY-12.2%,内销4949.1 万台,YOY-19.6%;出口4096.6 万台,YOY-1.2%。7 月为空调冷年的最后一个月,6 月零售高增带来的去库存影响下,经销商继续加大提货,努力完成冷年提货任务,同时地产需求改善也巩固了内销出货的增长。海外市场经济活动逐步放开,在6 月恢复出口增长后,7 月出口订单继续实现较快增长,后续表现依然乐观。
  • 电力设备行业:光伏产业链涨价持续,V字之后欧洲电车持续向好
    光伏景气上行,产业链涨价周期持续。根据硅业分会报价,本周 硅料涨幅持续。新疆本地硅料年产能约 27 万吨,国内占比 57%,且都是极具成 本优势的大厂。由于两家企业先后发生生产事故,目前,新疆 4 家多晶硅企业都 收到当地政府和环保部门的自查通知,很大程度上造成了市场供应紧张。根据供 需和市场预期,本次硅料涨价将持续。同时,因为国内外需求旺盛和硅片扩产的 产能释放,将支撑价格维持到 2021 年 Q2;在硅片和电池片环节,此前受疫情 影响,企业受库存压力几次大幅下调了市场价格。随着疫情好转,国内项目与海 外市场开始启动,近期硅片与电池片环节价格开始上涨。从产业端目前的库存情 况、下游订单情况以及当前硅料环节受生产事故影响等多方面因素来看,价格上 涨仍将维持一段时间,在组件环节,上游电池片、玻璃等涨价致组件端成本上涨, 部分组件厂在此背景之下下调开工率,近期整体价格也有小幅拉升,光伏产业链 涨价周期持续。

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