行业研究报告题录
制造业--电气机械和器材制造业(2017年第21期)
(报告加工时间:2017-06-26 -- 2017-07-02)

境外分析报告

  • 全球HVAC空气过滤器市场报告(2016-2020年)
    Air filters are used to filter the incoming air by trapping particulates such as dust, pollen, mold, smoke, debris, and bacteria from the air. These filters are used in a wide range of applications wherein air quality is crucial. In a building’s HVAC system, air filters are a tangible way to improve IAQ, energy efficiency, and performance of the HVAC system. Air filters work as an defensive component by capturing pollutants generated within a building as well as pollutants from the air drawn into a building through the HVAC system.
  • 全球车床市场报告(2016-2020年)
    A lathe machine usually consists of a bed, headstock, tailstock, and carriage. The bed enables the tailstock and the carriage to be in parallel with the axis of the spindle. Furthermore, the bed also doubles as the base of the lathe and is connected to the headstock. The main spindle, change gears, and speed change mechanisms are mounted on the headstock. The tailstock is directly mounted on the spindle axis and serves as the tool holder. The tailstock and the headstock are mounted opposite to each other. The carriage is where the drill bit or the tool bit is placed and holds it in position, as it moves longitudinally or perpendicularly. The direction of the movement of the cutting tool is actually controlled by the operator.
  • 全球液压缸市场报告(2016-2020年)
    The hydraulic cylinder industry will see a steady growth during the forecast period due to a continuous demand from the agriculture, construction equipment, mining equipment, material handling equipment, industrial equipment, aerospace, and defense sectors. It is estimated to grow from $8.85 billion in 2015 to $10.97 billion in 2020, growing at a CAGR of 4.39%. The gain looks promising globally. This is because, in developing economies, the rising demand for food is prompting the agriculture industry to increase the output in order to sustain the existing population. This can be achieved by mechanizing agriculture processes.

外文技术报告

  • 机械行业:催化事件将集中释放,核电迎来投资良机
     “十三五”期间我国核电计划投产约 3000 万千瓦、开工 3000 万千瓦,到 2020 年总装机将达到 5800 万千瓦。由于 2016 年我国核电是零核准,新开工也是零,因此在“十三 五”中后期核电发展尤为紧迫。截止到 2017 年 5 月我国投 入商运的核电机组总共是 36 台,总装机容量为 3264 万千 瓦。如果需要完成“十三五”核电发展目标,那么在剩下 的三年半时间内需要投入商运机组需要达到 26 台机组,新 开工需要达到 30 台机组。如国内首台三代核电机组在 2017 年顺利投入商运,国内核电投资有望在“十三五”中后期 集中释放,平均每年投资额约为 1200 亿元。而 2016 年, 我国核电总投资额仅为 506 亿元,国内核电投资潜力巨大。

投资分析报告

  • 机械行业:行业持续回暖,看好拐点行业
    17年一季度机械行业营收及净利润持续回暖。截止17年一季度末,按照 申万板块分类,机械板块上市公司一季度共实现营业收入2121.6亿元, 同比增长32.1%;实现净利润108.31亿元,同比大幅增长107.85%。16 年下半年以来,大宗商品价格持续上涨,盈利改善逐步从上游传导到中 游制造业,机械板块16Q4-17Q1盈利能力获得持续改善,目前正处于平 稳复苏阶段。 

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