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。

2020年10月，国内手机市场总体出货量2615．3万部，同比下降27．3％；1一10月，国内手机市场总体出货量累计2．52亿部，同比下降22．1％。

The global neurostimulation devices market consists of various leading manufacturers, small-medium enterprises, and emerging start-ups. With the increasing demand for neuromodulation technologies, companies have the opportunity to expand in the market through different strategic approaches. Some of the strategies followed by the leading contributors are regulatory approvals, collaborations, partnerships, mergers, acquisitions, and product launches. In the past four years (January 2016-May 2020), the market witnessed approximately 22 funding activities, five mergers and acquisitions, 12 new offerings (product launches), 19 partnerships, alliances, and business expansions, and 69 regulatory approvals. Among the different key developments, regulatory approvals of the neurostimulation devices from different regulatory bodies, and funding activities are constituting the dominant contributor’s strategies.

Patient centric applications are tools that enable connection between practitioners, patients, and their families ensuring appropriate decision making for respective patients. These apps are developed considering the needs and preferences of patients to manage their health effectively. Thus, increasing the quality and efficiency of wellness management, and disease as well as treatment management. Rise in transition from institution centric to patient centric care integrating electronic communication at all levels has increased the adoption of patientcentric apps across the healthcare industry. A well-designed patient care application has the ability to enhance the quality and efficiency of healthcare by assisting patients in managing their health in a better manner.

The report provides market dynamics and trends related to the neurovascular devices market. Furthermore, it includes the study of revenue generated from sales of various types of neurovascular devices such as embolization devices, revascularization devices, thrombectomy devices, embolic protection devices, and accessory devices. In addition, the report is also segmented into disease pathology, which is divided into aneurysm, ateriovenous malformation, ischemic stroke, stenosis and others. This segmentation provides an idea about the use of various neurovascular devices in different types of neurovascular disorders. Furthermore, the report does not contain revenue generated from the sales of associated neurovascular services offered in the market.

The scope of the report is limited to revenue generated from sales of patient monitoring devices, which are used to monitor vital signs of patients during various procedures. The report excludes revenue generated from services provided by doctors, nurses, and other healthcare professionals. Recent advancements and developments in patient monitoring devices have enhanced efficiency of these medical devices. Drivers, restraints, and opportunities are explained in detail to understand the market dynamics. Key strategies adopted by potential market leaders to facilitate effective planning and decision-making are also discussed in the report. The global patient monitoring devices market is segmented on the basis of device type, end user, and region. By device type, it is divided into hemodynamic monitoring, neuro monitoring, cardiac monitoring, fetal & neonatal monitoring, respiratory monitoring, multi-parameter monitoring, remote patient monitoring, weigh monitoring, and temperature monitoring devices. On the basis of end users, it is segmented into hospitals & clinics, home settings, and ambulatory surgical centers. Region wise, the market is analyzed across North America, Europe, Asia-Pacific, and LAMEA.

半导体是科技发展的基础性、战略性产业，历史上针对其政策支持可以大致分为三个阶段：1980-2000 年，主要通过成立国务院“电子计算机和大规模集成电路领导小组”、908 工程、909 工程等政策，这期间主要是开始建立国内的晶圆产线；2000-2014 年，国发“18 号文”、01 专项、02 专项和各项税收优惠政策，这期间主要是发展产业链配套环节、鼓励研发创新、并给予税收优惠；2014-至今，包括十三五国家战略新兴产业发展规划，集成电路和软件所得税优惠政策，国家大基金一、二期等，主要是从市场+基金方式全面鼓励和支持半导体产业的自主可控。

1. 模拟/电源、数字、无线/射频和图像功率，是长期高创新占比的产品；2. 高速度、高精度、高集成度、低功耗仍是半导体追求的创新节点；3. ISSCC 2020中国大陆创纪录15篇入选（2015-2019年分别是0/2/1/5/9）

从全网的成交情况来看， 今年由于双十一分为了两个时间段， 预计 11.1 -3的成交额对 11.11 当日的成交额有一定影响，因此 当日的成交额有一定影响，因此 当日的成交额有一定影响，因此 当日的成交额有一定影响，因此 2020 年双十一 当日的成交额同比略有下降。

行情回顾：本周计算机行业(中信)指数下跌1.15%，沪深300 指数下跌0.59%，创业板指数下跌0.96%。本周我们梳理了国内CAD 行业的现状和投资逻辑。工业软件可具体分为研发设计类、信息管理类、生产控制类及嵌入式软件，CAD/CAE/CAM 是研发设计类软件行业的核心，其中CAD 主要处理建模设计环节，CAE 仿真分析，CAM 可以将CAD 建模转换成数据加工，应用层面上三者环环相扣，CAD/CAE/CAM 的集成是未来产品进化的大方向，可以统称为CAX 软件。

2020 年作为“双11”的第12 个年头，在此时点，双十一对于全年销售的拉动作用是否已不如前？根据我们的数据分析，“6·18”、“双11”等电商节的销售额占全年的比重仍然处于上升趋势，同时，如今在电商直播和内容营销的加持下，促销节能够更大程度地激发人们的购物欲望，推动销售增长。因此我们认为对于双十一销售情况的分析仍然至关重要。

应用最广的复材增强材料，下游需求多点开花。复合材料由基材和增强材组成，纤维增强对复合材料的增强效果在各增强方式中最好，玻纤作为纤维增强物的一种，由于低密度、低成本以及高强度的特性，是性价比最高，同时也是应用最广的纤维增强材料。玻纤本质上是一种增强材料，这一本质决定了由其所增强的复合材料广泛应用在电子、汽车、建材以及风电等领域，下游需求多点开花。

10 月全国住宅销售面积单月同比增加15.98%。10 月全国住宅销售面积单月同比增加15.98%至14478 万平方米；1-10 月全国住宅累计销售118092 万平方米，同比上升0.8%，累计升幅较1-9 月扩大1.8 个pct。

11 月17 日，多家企业在《深圳晚报》发布联合声明，深圳市智信新信息 技术有限公司已与华为投资控股有限公司签署收购协议，完成对荣耀品牌 相关业务资产的全面收购。出售后，华为不再持有新荣耀公司的任何股份。 据虎嗅网报道，此次交易价值可能高达 400 亿美元（2633 亿人民币）。

电子行业三季度边际大幅改善，第三季度归母净利润同比增长41%。A 股上市公司中按申万行业分类，电子行业第三季度营业收入同比增长13%，第三季度归母净利润同比增长41%；前三季度营业收入同比增长7%，前三季度归母净利润同比增长26%。

智能网联汽车相关政策加速推进，BAT 巨头前瞻布 局：5G 场景下，R16 标准完善了 V2X 技术方案，同时国家大力出台政 策推进智能网联汽车的发展，当下 BAT 和华为等巨头加速车联网方面 的投资布局。

TSMC 公告2020 年10 月实现营收新台币1193 亿元，同比增长12.5%，1-10 月累计收入新台币10970.24 亿元，同比增长27.7%。根据公告，台积电预计今年资本开支达到原预算区间上限170 亿美元。据SEMI 统计，北美设备供应商9 月出货额27.5 亿美元同比增长40%。据DigiTimes 报道，台积电28nm制程在今年第 4 季度出现多年未见的满载情况。据SMIC电话会议，SMIC成熟制程各厂产能满载。

本周计算机指数调整1.15%，跑输创业板指0.19 个百分点，跑输上证指数1.09个百分点，位列全行业第23 名。

TWS 耳机成为国产消费电子零组件龙头往下游整机品牌延伸升级的优秀典范。16 年9 月苹果发布第一款Airpods 无线耳机，17 年其旗舰手机上取消3.5mm 耳机接口加大Airpods 的推广力度。18 年以后 Air Pods 销量快速成长，产业链优质企业立讯精密和歌尔股份陆续成功从零部件供应商升级成为整机组装厂商，实现自身产业升级。

随着TWS、智能手表、智能汽车等电子终端兴起，各类非电子产品电子化、简单电子产品智能化的“电子+”时代全面展开。我们认为，“电子+”过程本质还只是电子产业品类扩张的“物理变化”，而在数据要素市场化浪潮中，以5G、AI 为酶，数据与科技正在城市管理、教育、医疗等各类场景中产生“化学变化”，这正是数字经济在电子产业的体现，是海康威视提出的物信融合理念的落地。基于对这一产业趋势的乐观判断，我们看好：生活/生产场景数字化、光学半导体化、可穿戴服务化及核心器件国产化四个方向。