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(2024年第17期)
(报告加工时间:2024-06-03 -- 2024-06-10)

行业资讯

境外分析报告

  • 全球西班牙美容激光市场报告2030年
    The global aesthetic lasers market is estimated to grow at a CAGR of 12.3% from 2022 to 2030. Key factors driving the market growth are growing adoption of non-invasive aesthetic procedures and increasing prevalence of skin disorders along with growing awareness about beauty devices. However, risks and complications associated with procedures and stringent safety regulations hinders the market growth.
  • 全球机器人辅助手术系统市场规模和份额分析增长趋势和预测报告(2024-2029年)
    The robotic-assisted surgery systems market (henceforth referred to as the market studied unless specified otherwise) is estimated to be USD 9,915.98 million in 2024. It is expected to reach USD 18,712.20 million by 2029, registering a CAGR of 13.54% from 2024 to 2029 (henceforth referred to as the forecast period).
  • 全球韩国自动体外除颤器市场报告
    Based on type, the global automated external defibrillator market is segmented into fully automated external defibrillators and semi-automated external defibrillators. A defibrillator is a device that gives a high-energy electric shock to the heart of someone who is in cardiac arrest. This high-energy shock is called defibrillation, and it is an essential part of trying to save the life of someone who is in cardiac arrest.
  • 全球墨西哥内窥镜检查市场报告2030年
    The global endoscopy procedures market is estimated to grow at a CAGR of 7.0% from 2022 to 2030. Key factors driving the market growth are growing preference for minimally invasive surgeries and increasing prevalence of cancer are the key factors driving the market. However, the risks of infections associated with endoscopic procedures hamper the market growth.
  • 沙特阿拉伯全球内窥镜检查市场报告2030年
    The global endoscopy procedures market is estimated to grow at a CAGR of 7.0% from 2022 to 2030. Key factors driving the market growth are growing preference for minimally invasive surgeries and increasing prevalence of cancer are the key factors driving the market. However, the risks of infections associated with endoscopic procedures hamper the market growth.
  • 全球韩国眼底照相机市场报告2030年
    The global fundus camera market is estimated to grow at a CAGR of 7.9% from 2022 to 2030. Key factors driving the market growth are increase in diabetic retinopathy screening procedures and launches of innovative products. However, incorrect clinical diagnosis due to distorted fundus photography hinders the market growth.
  • 全球墨西哥美容激光市场报告2030年
    The global aesthetic lasers market is estimated to grow at a CAGR of 12.3% from 2022 to 2030. Key factors driving the market growth are growing adoption of non-invasive aesthetic procedures and increasing prevalence of skin disorders along with growing awareness about beauty devices. However, risks and complications associated with procedures and stringent safety regulations hinders the market growth.
  • 全球墨西哥自动体外除颤器市场报告
    The automated external defibrillators market is estimated to grow at a CAGR of 4.5% from 2020 to 2030. Key factors driving the market growth are increasing prevalence of cardiovascular diseases and rising training and awareness programs on automated external defibrillators. Whereas performance issues related to automated external defibrillators is hindering the market growth.
  • 全球锂市场规模和份额分析——增长趋势和预测(2023-2028年)
    The most significant demand for lithium comes from battery applications. Lithium-ion batteries are currently used in most electric vehicles because of their high energy per unit mass relative to other electrical energy storage systems. They also exhibit a high power-toweight ratio, high energy efficiency, high-temperature performance, and low self-discharge. At present, the majority of today’s all-electric vehicles and PHEVs use lithium-ion batteries. • The increase in the production of electric vehicles (EVs) is driven by the initiatives taken by several governments toward zero-emission and eco-friendly vehicles, as well as the growing consumer awareness.
  • 全球沙特阿拉伯眼底照相机市场报告2030年
    The global fundus camera market is estimated to grow at a CAGR of 7.9% from 2022 to 2030. Key factors driving the market growth are increase in diabetic retinopathy screening procedures and launches of innovative products. However, incorrect clinical diagnosis due to distorted fundus photography hinders the market growth.
  • 全球墨西哥眼底照相机市场报告2030年
    The global fundus camera market is estimated to grow at a CAGR of 7.9% from 2022 to 2030. Key factors driving the market growth are increase in diabetic retinopathy screening procedures and launches of innovative products. However, incorrect clinical diagnosis due to distorted fundus photography hinders the market growth.
  • 全球日本自动体外除颤器市场报告
    The automated external defibrillators market is estimated to grow at a CAGR of 4.5% from 2020 to 2030. Key factors driving the market growth are increasing prevalence of cardiovascular diseases and rising training and awareness programs on automated external defibrillators. Whereas performance issues related to automated external defibrillators is hindering the market growth.
  • 全球机器人服务员市场展望预测报告(2023-2028年)
    Robot waiters, also known as robotic waiters or server robots, are a type of robotic system designed to assist with serving food and beverages in restaurants, cafes, or other hospitality establishments. These robots are typically equipped with various sensors, cameras, and mechanical components that enable them to perform tasks related to serving customers. They usually do not take orders, and they are highly skilled at delivering dishes to customers and removing empty plates. They are not independent operators. Human restaurant staff play a crucial role in tasks such as preparing orders, guiding the robot, and loading it with dirty dishes.

投资分析报告

  • PCB,下游需求持续复苏,AI有望带动HDI用量大幅增长
    PCB 行业 24Q1 显著修复,AI 引领新一轮增长。PCB 板块 24Q1 呈现明显的淡季不淡特征,核心在于需求复苏以及各大厂商修炼内功,产品结构持续优化。往后展望,AI 有望成为带动 PCB 行业成长的新动力,同时伴随整机集成度的提升,HDI 用量有望持续增长,国内对算力 PCB 布局的公司有望核心受益。此外覆铜板行业经历前两年的去产能过程,当前产品价格已处底部区间。伴随下游需求复苏以及上游原材料价格上涨,覆铜板价格在 24 年有望 持续上行。
  • 景气度呈现复苏态势,国产替代集中发力
    半导体集成电路需求转暖:根据美国半导体行业协会(SIA)统计,2024Q1 全球半导体销售总金额 1377 亿美元,同比增长 15.2%。其中 2024 年 3 月全球 销售金额为 459.1 亿美元,同比增长 15.2%。中国市场 3 月份销售金额 141.4 亿美元,同比增长 27.4%,增速领先全球。
  • 策略联合行业:掘金设备更新,拥抱全年主题
    我们认为本轮设备更新效果可能是一轮小的类似 2016-2018 年的供给侧改革,策略角度看,设备更新满足自上而下意图明确、想象空间广阔、催化剂密集三大要素,有望成为贯穿全年的主题性投资机会,涉及的投资机会主要包括四大方向:(1)先进设备更新:工业母机、仪器仪表、农机;(2)数字化转型:电子元器件、通信设备、数字基建;(3)绿色装备推广:工业金属、白电、电机;(4)本质安全及传统设施更新:石油化工、民爆、固废处置、工程机械。

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