行业研究报告题录
制造业--电气机械和器材制造业(2021年第22期)
(报告加工时间:2021-06-28 -- 2021-07-04)

境外分析报告

  • 全球COPD和哮喘诊断和监控设备市场机会分析和行业预测(2020-2027年)
    COPD and asthma diagnostic and monitoring devices, such spirometers, electrocardiogram, FeNo test analyzer, peak flow meter, arterial blood gas analyzer (ABG), polysomnography devices, helps in diagnosis of respiratory distress, provide real-time feedback on treatment effects, and detect shock. The report provides market dynamics and trends related to the global COPD and asthma diagnostic and monitoring device market. In addition, it presents estimations and forecast of the market. The study estimates revenue generated from sales of consumables and accessories used in COPD and asthma. However, the report excludes revenue generated from post-sale services and service costs associated with the market.
  • 全球空气净化器市场展望预测(2021-2026年)
    The air purifier market is one of the growing markets in the electronic appliances industry. The use of air purifiers is growing across countries, particularly those where the concentration of pollution is increasing. Growth in industrial activities, urbanization, traffic pollution, and emissions from factories and household activities are the major growth drivers of the air purifier market. The market is witnessing increasing demand from regions such as APAC, Europe, and North America. Some of the advantages of air purifiers include:
  • 全球建筑一体化光伏 (BIPV) 展望与预测(2021-2026年)
    Buildings are responsible for up to 24% of greenhouse gas emissions and account for over 40% of the world’s total primary electricity use. These numbers are increasing YOY due to the rising world population and improving living standards. The global landscape will be confronted with energy shortages in the future, in addition to the unfavorable repercussions of climate change. It is evident that the present energygeneration system is not sustainable. There is a dire need to shift to renewable sources such as solar power for clean and sustainable energy.
  • 全球无绳吸尘器市场展望预测(2021-2026年)
    Cordless vacuum cleaners are electrical appliances that are designed to make the cleaning task more convenient. These vacuum cleaners contribute to increased productivity and save around 50% of the time over manual cleaning. Users no longer struggle with the tangled cord of corded vacuum cleaners, finding power sockets, and changing the socket when the cord does not reach. The cordless vacuum cleaner market is currently growing at a brisk pace considering the current focus of people on cleanliness. North America and Europe are contributing to a larger share of the market, whereas APAC is observing a higher growth rate due to a rise in disposable income, health awareness, etc. Also, adding to the rising trend in APAC, China is the major production base for vacuum cleaners, and vendors are setting up joint ventures in China due to the presence of large numbers of OEMs and ODMs.
  • 全球暖通空调控制市场机会分析和行业预测(2020-2027年)
    HVAC control is used to regulate operations of air conditioning and heating systems. It is a control system equipped with sensing device, which is used to compare actual state such as temperature with a target state.. For the purpose of analysis, the report segments the global HVAC control market based on system, implementation type, end user, and region. The report provides the information about the various HVAC systems available in the market such as temperature control system, ventilation control system, humidity control system, and integrated control system. Furthermore, it outlines the details about the type of implementation of HVAC systems into a new construction and retrofit design. In addition, it summarizes the aspects about the major consumers of HVAC control systems such as industrial, residential, and commercial. The report further includes a micro-level study of different regions adopting the HVAC control systems, including North America, Europe, Asia-Pacific, and LAMEA to understand their regional trends.
  • 全球热释光剂量计 TLD 服务市场报告(2019-2026年)
    The report provides market dynamics and trends related to the global thermoluminescent dosimeter (TLD) services market. In addition, it presents the market estimations and forecast. The study estimates the revenues that are confined to dosimetry services, which are being provided on a monthly, quarterly, half yearly, and annual basis. However, the market estimates do not include revenue generated from the sale of dosimetry products.
  • 全球美容激光器和能源设备市场报告(2021-2028年)
    The development and usage of energy-based aesthetic devices for medical and cosmetic procedures has increased exponentially over the past years. The report covers the aesthetic lasers and energy devices used for the rejuvenation of hair and skin. However, the report does not include services for these devices. The aesthetic lasers and energy devices market is segmented on the basis of technology, product, application, end users, and region.

投资分析报告

  • 家电行业:倍轻松一张图概述
    1)技术优势:公司是眼部按摩器、头部按摩器以及智能便携按摩器等按摩器具细分行业的开创者,属于国家高新技术企业,拥有专利537项,产品获得十余项奖项。2)品牌优势:公司深耕智能便携按摩器产品市场近二十年,拥有自主品牌“breo”与“倍轻松”,细分领域品牌认知度高。3)资质认证优势:公司在质量管理、技术研发、环境保护等方面通过了境内外多项重要资质认证的全面评估,产品能够符合进入境内市场及欧盟成员国、美国等境外发达国家市场的要求。4)渠道销售优势:公司线下直营门店多而广,且卡位核心机场等人流量密集区域,非常适合本公司商品营销。
  • 硬质合金刀具行业:工业耗材好赛道,迈向国产化的星辰大海
    在技术瓶颈逐步突破的背景下,借力疫情期间的订单验证机会,受益于制造业复苏与升级,预计国产数控刀具将迎来黄金发展的五年,对应需求规模CAGR将达20.2%。首次覆盖硬质合金刀具行业并给予“强于大市”评级。从规模增速及技术储备两个角度选择标的公司,建议关注具备领先技术储备的中钨高新与厦门钨业,以及产能迅速扩张的欧科亿与华锐精密。
  • 机械行业:培育钻石/工业机器人行业持续高景气-双周报(6月第2期)
    近两周机械行业下跌0.88%,跑赢沪深300 2.52 个百分点。机械行业上游原材料价格处于近5 年较高位置,自5 月中旬开始出现下跌趋势,今年以来钢价/铜价/铝价指数上涨17.96%/16.75%/18.99%,近两周以来(6月4 日—6 月18 日)钢材/铜价/铝价指数相比6 月4 日(两周前周五)环比下跌1.70%/5.40%/0.71%。
  • 《智能制造月度监测报告》2021年第5期
    本监测报告内容覆盖智能制造装备总体产业,包括智能测控装置、关键基础零部件、智能化高端装备和重大集成智能装备等智能制造装备的细分产业;以关键制造环节的智能化为核心,以端到端数据流为基础,和以网通互联为支撑。包括智能产品、智能生产、智能工厂、智能物流、各类智能机器人等。
  • 机械设备行业:小刀具大市场,国产高端刀具开始突围-深度报告
    刀具是机械制造产业链不可或缺的工具,直接影响产品加工质量优劣和加工效率高低。切削刀具大约占整个机械加工流程90%加工量,但刀具消费在产品成本结构中占比很低,在机械零件成本中仅占3%,但是其作用很大,直接影响加工件的质量销量,据统计显示高端刀具能提高机床切削速度,降低生产成本,机床切削速度每提高15%~20%,制造成本能降低10%~15%,刀具虽小,但在制造业中作用却非常关键。
  • 机械行业:锂电设备供不应求,工程机械需求筑底
    新能源:前5月新能源行业需求倍增,锂电池企业扩产趋势显著。工业自动化:5月代表性产品产量保持高速增长。工程机械:5月中金挖机利用指数同比下降17.5%6月增速有望企稳。我们认为工程机械龙头主机厂和零部件企业估值已充分反映短期利空,长期看好三一重工、中联重科、恒立液压。
  • 电力设备与新能源行业:政策灵活友好,博弈拐点将至,需求恢复值得期待
    21年新核准光伏项目对标燃煤标杆电价,超我们预期!根据光伏风电开发建设意见,19-20年的存量平价竞价项目可选择延期至明年并网,同时21年新核准光伏项目对标燃煤标杆电价,我们预计新申报项目量将超预期,21、22年全球装机分别为150-170GW、210-230GW,同增约30%、40%,同时22年产业链单位盈利同比将有所改善,量利双升!

综合分析报告

  • 中国以“三步走”战略逐步实现2060年汽车产业碳中和发展目标
    道路交通碳排放作为交通领域碳排放的主要来源,其未来的排放路径将直接影响中国减排目标的实现。本报告重点基于汽车产业碳减排的评估原则,从技术可行、经济合理、社会可接受以及协同推进四个维度综合评估碳减排的目标,同时在基于中国道路交通在国家排放中占比的估算基础上,结合对中国道路交通低碳政策的回顾和展望,在高、中、低三种排放情景下,提出中国中长期道路交通碳减排发展愿景,预计到2060年中国道路交通碳排放将分别降至6.2亿吨、1.7亿吨和0.1亿吨。低排放情景下,2060年将实现碳中和目标,道路交通仍然存在少量碳排放,可以通过植树造林、海洋、“碳移除技术”增加碳汇,达到碳源和碳汇的平衡。

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