The market dynamics section of the report examines the diverse factors which govern the process of manufacturing, distribution, and usage of automotive telematics, globally. This analysis will provide an in-depth understanding of the direction in which the market is headed, and the impact of various factors on the same.

The report on global fitness tracker market exclusively focuses on different types of devices of fitness trackers available in the market. Fitness trackers are devices designed to monitor fitness activities. Increase in willingness of fit body among the youth population and rise in health awareness among old population are significantly fueling the demand for fitness trackers.

The scope of this report is focused on passenger cars and commercial vehicles. The market volume was calculated based on the electric vehicle registrations or sales. Based on the classification, the Average Selling Price (ASP) was calculated by weighted average method. ASP calculations are completely based on the number of data points taken into account while conducting the research. The base currency considered for the market analysis is US$. Currencies other than the USD are converted to the USD for all statistical calculations, considering the average conversion rate for that particular year.

The silicon germanium materials & devices market is associated with the major companies across the supply chain of the semiconductor industry. This varied range of market participants provides opportunities to the other players willing to bear the high risks involved in the industry. This chapter details the latest strategies & developments adopted by the key market players in the silicon germanium materials & devices market. In order to lead the market as well as engage in the process of market growth, a company needs to work in collaboration with the top market leaders, acquire the relatively weaker companies, bring new products and services to the market, and improve the existing products.

Earlier, explosive trace detectors were used to detect materials such as explosives, narcotics, RDX, and others of small magnitude. However, advancements in the technology have enabled explosive trace detectors to provide dual-mode operations that assist in the simultaneous detection of both organic and inorganic materials without changing the mode. The touchscreen color display shows information about the materials identified.

通信产业革新前夜，雄安觃划瞄准行业趋势。2020 年5G 网络全球商用、物联网包括NB-IOT 网络在2018 年推迚觃模组网，全球通信产业正处革新前夜。借鉴海外数字城市建设经验，先迚城市以时代背景下的前沿信息技术为抓手推迚城市建设，幵拉动相兲产业创新収展。雄安觃划中在通信领域提出的重点収展5G 通信网络、物联网等斱向符合产业变革趋势。觃划提出的依托5G 网络加快培育収展相兲产业，提出的推动智能感知芯片、智能传感器等的研収和产业化体现出觃划对于国内相兲产业収展迚程和竞争力的良好把握，希望以需求拉动、创新引导以及政策支持等斱式实现通信领域部分行业的快速突破。

我们认为用户红利的核心体现在社交分享带来了更低的获客成本和部分新的变现场景，因此各个厂商对于用户红利的创造性利用也主要体现在获客方式创新和场景落地创新上，相对来说前者更加关键。我们总结了4 种在微信体内新的获客方式：拼团模式（拼多多）、社交裂变（薄荷阅读）、现金奖励（趣头条）、B 端聚合。B 端整合又可以分成两类：第一种电商服务类的代表是有赞、微盟等，他们主要为微信里面的卖家提供类Saas 的服务；第二种模式主要是公众号聚合，指的是通过长尾微信公众号的广告位进行分销，分销商品主要系小说、漫画、知识付费等内容服务居多，结算方式是一般是CPS。以上这4 种模式互相渗透，共同形成了今年微信生态体系内部快速获客的主要手段。

5G;5G是第五代通信技术，是4G之后的延伸，是对现有的无线通信技术的演进。其最大的变化在于5G技术是一套技术标准，其服务的对象从过去的人与人通信，增加了人与物、物与物的通信。根据历史经验，我国移动通信的每十年会推出下一代网络协议。随着用户需求的持续增长，未来10 年移动通信网络将会面对：1000 倍的数据容量增长，10 至100 倍的无线设备连接，10 到100 倍的用户速率需求，10 倍长的电池续航时间需求等等，4G网络无法满足这些需求，所以5G技术应运而生。需求增加的最主要驱动力有两个：移动互联网和物联网。5G技术中对行业中将产生较大的影响主要来自于以下四个方面：大规模天线阵列、超密集组网、全频谱接入以及新的网络架构（SDN/NFV） 。

海外云计算市场已非常成熟，亚马逊、微软、Salesforce等股价数十倍的涨幅都已证明云计算公司的巨大投资价值。相较之下，国内云计算市场正处于爆发初期，阿里云连续翻倍增长，2017年收入超112亿，用友、金蝶等转型SaaS之路曙光初现，国内云计算市场的投资机会已到临界点。

海外互联网厂商纷纷开始一系列的转型之路，战略上走向未来的包括人工智能、云计算等方向，执行上包括在产业链向上的硬件化芯片化垂直整合以及人工智能等业务扩张，从而希望形成一个软件与硬件完美整合的生态圈。这些转变和动作使得其在资本市场重新或是更加受到投资者的青睐。

5 月 15 日，中航沈飞发布《A 股限制性股票激励计划（第一期）》，拟向董事、高管以及管理和技术骨干合计 92 人授予股票 407.27万股，占公司总股本的 0.29%。中航沈飞作为军品整机类上市公司，其股权激励计划示范意义重大，标志着核心军工资产实施股权激励或已突破体制障碍。 

下半年关注云计算、5G、物联网、军工通信，关注自下而上的个股机会自2018 年年初以来，通信中信行业指数整体呈先抑后扬再震荡盘整的趋势。截至5 月22 日，通信（中信）较2018 年1 月2 日累计跌幅6.24%，同期沪深300 跌幅4.43%，创业板指上涨6.01%。4G 后5G 前，运营商资本开支下滑，运营商产业链上的企业受此影响，17 年业绩普遍表现较弱，虽今年一季度已有明显改善，但我们认为，为蓄力5G 建设，运营商控制资本开支，运营商产业链业绩承压。今年下半年，主题方面建议关注云计算、5G、物联网和军工通信。同时，应更加关注自下而上的个股机会。