行业研究报告题录
制造业--电气机械和器材制造业(2017年第30期)
(报告加工时间:2017-09-11 -- 2017-09-17)

行业资讯

  • 全球激光市场报告(2017-2021年)
    Laser refers to light amplification by stimulated emission of radiation, which produces a coherent, collimated, and monochromatic beam of light by exciting atoms to a higher energy level. Lasers are distinguished from other light sources by their coherence. Spatial coherence property of laser enables it to stay narrow over great distances and allows it to be focused on a tight spot. As a result of these properties, they are widely used in applications such as laser pointers, laser cutting, and lithography. Lasers are classified based on the type of lasing medium they use such as gas, optical fiber, solid state, and semiconductor.

境内分析报告

  • 2012-2016年汽车用发动机市场评估及2021年综合预测报告
    汽车行业是全球经济重要的支柱产业之一,在制造业中占有很大比重。汽车的研发、生产及销售与其它经济领域息息相关,对工业结构升级和相关产业发展具有明显的带动作用,具有产业关联度高、涉及面广、技术要求高、综合性强、零部件数量多、附加值大的特点。目前,大部分整车制造企业逐步由传统的纵向经营、追求大而全的生产模式向精简机构、以整车开发、整车组装为主的专业化生产模式转变, 其对汽车零部件的需求越来越多地依赖外部独立的零部件供应商,汽车零部件供应商逐步独立于整车制造企业,形成了自主、完整的企业组织。受汽车整车制造业的快速发展,近年来,汽车零部件产业的发展速度明显加快,发动机作为汽车零部件的主要产品也应市场需求迎来良好发展。

境外分析报告

  • 全球夜视范围市场报告(2017-2021年)
    Night vision devices collect ambient light, which includes moonlight, starlight or infrared (IR) light through the front lens of the device. This light is made of photons. It is converted to electrons by passing it through a photocathode tube. The electrons are then amplified through a chemical and electrical process. After that, the resulting light is thrown against a phosphorous screen that converts the electrons back to the visible light, which the user sees through the eyepiece. The image is a clear, green-hued, amplified recreation of the scene. It is green because of the phosphorous screen, which converts light to green. This is because human eyes are more sensitive to green light than to any other color.
  • 全球机械密封市场报告(2017-2021年)
    Mechanical seals converge/connect parts of systems or mechanisms to prevent leakage of fluids. The plumbing systems in the manufacturing, aerospace, automotive, electrical and electronics, and petrochemical industries use these seals to prevent fluid leakage by maintaining the pressure flow. The plumbing mechanism employed by the industries determines the type of seals required for joining the parts.
  • 全球割灌机市场报告(2017-2021年)
    Garden equipment like brush cutters are used to maintain a healthy lawn and garden. Innovations in technology like battery-powered brush cutters and lightweight gardening equipment have encouraged more people to engage in gardening. Competitors are striving to improve the efficiency and functionality of brush cutters and garden equipment to improve customer satisfaction.In this report, Technavio covers the present scenario and the growth prospects of the global brush cutter market for 2017-2021. To calculate the market size, we have considered the revenue generated through the sales of different types of brush cutters.
  • 全球磁选机市场报告(2017-2021年)
    Various industries, ranging from coal desulfurization to metal production have been using magnetic separation as an essential part of their processes for decades. Magnetic separation filters are used to remove magnetic impurities in continuous flow processes. Magnetic separation techniques like high-gradient magnetic separation (HGMS) have broadened the application base of MSE to industries such as food processing and industrial wastewater treatment. In addition, the applications have expanded to include niche industries like biotechnology where batch-scale magnetic separators are used for the purification of complex mixtures in cell separation, protein isolation, drug delivery, and biocatalysis.
  • 全球一氧化碳报警器市场报告(2017-2021年)
    CO alarms provide protection from inhaling CO gas by detecting the presence of CO gas and alerting with a sound produced by the alarm. Carbon monoxide (CO), also known as the silent killer, is an odorless and colorless toxic gas that is released when a fossil or fuel is burnt incompletely. It can cause various health hazards depending on the amount of gas inhaled. Human senses cannot detect it due to its odorless and colorless nature and therefore, it leads to unexpected harm.
  • 全球海洋舷外发动机市场报告(2016-2020年)
    Marine outboard engines are generally used in powerboats. Almost all powerboats are now equipped with either inboard or outboard engines. The demand for outboard engines is more than inboard engines. In Europe, 80% of the total engines used are outboard engines. In the US, the demand for outboard engines is on the same line as in Europe. In Europe, the demand for diesel engines is more, whereas the American market is dominated by gasoline engines. Another major difference between these markets is that consumers in the European market prefer low power output outboard engines, whereas consumers in the US prefer high power output outboard engines.

投资分析报告

  • 机械行业:半年报亮眼,机械行业整体迎来复苏
     钢材等上游原材料涨价,毛利率仍承压,但压力已减轻。17Q1 和 17Q2 机 械行业毛利率为 21.3%和 21.5%,较去年同期下降 1.5 和 2.0pcts,目前毛 利率水平仍位于历史平均水平之下。但从环比来看,上半年的毛利率水平 较 16Q4 已经有明显改善,主要原因包括,(1)行业竞争格局好、成本转 嫁能力强的公司在此轮机械行业复苏中,将成本端压力传导至下游;(2) 行业整体收入上半年大幅增长带来规模效应,有效摊薄了企业固定成本。
  • 机械设备行业:全面屏时代,3D玻璃需求向上
    玻璃盖板由 2.5D 进化至 3D,技术革新带动设备更新,高效高精度的专用 设备逐渐取代传统加工设备。目前国内热弯机保有量约为 900~1000 台, 大部分为进口设备。热弯机以增量需求为主,良率提升后将出现更新需求, 我们预计 2017~21 年热弯机总需求为 4~6 千台,市场空间合计 44~72 亿 元。目前精雕机行业保有量约 10 万台,存量设备将进行自动化升级,3D 玻璃加工带来增量,我们预计 2017~21 年市场空间合计 45~90 亿元
  • 机械行业:关注景气持续向好,业绩进入拐点的细分行业
    产业升级叠加进口替代,国产自劢化装备大有可为: 我国工业自劢化市场潜力巨大, 前景广阔,政策赺好,但是市场竞争激烈,同货化现象严重。仍海外工业自劢化収展 叱看,低端向高端収展的历秳,也是优胜劣汰,品牌集中度提升的过秳。我国在自劢 化収展刜期由二刢造业偏向低端,OEM厂家对自劢化部件性能要求相对丌高,采质策 略以价格优先,这为国内刚刚出现的一互自劢化部件公司提供了生存的条件;目前 是我国工业转型升级兰键时期,对刢造过秳控刢和产品输出货量均有较大的提升需求, 势徍对核後部件的性能和稳定性有较高的要求;
  • 机械设备行业:行业全面复苏,板块业绩持续向好
    受益制造回暖、基建投资持续增长,机械行业上半年迎来全面复苏。 2017年上半年,机械设备行业营收、归母净利润分别同比增长19.50%、 62.58%;受原材料价格上涨影响,行业毛利率小幅下降。行业整体期间费 用率保持平稳,财务费用受汇兑损益拖累。  煤炭行业盈利能力提升,煤炭机械板块整体回暖 受益煤炭行业盈利能力大幅提升,设备投资需求持续增加

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