24 年 1-6 月医疗 IT 行业订单数量较去年同期有大幅增长，订单金额较去年同期稳健提升。24 年 1-6 月，共统计医疗 IT 订单总数为 1674 单，较上年同期 1188 单约增长 40.9%，相较 22 年同期的859 单的复合增速为 39.6%；订单总金额为 29.80 亿元，较上年同期 29.07 亿元约增加 2.5%，相较 22 年 同期的 27.24 亿元的复合增速为 4.6%。

AI Agent 是一种能够感知环境、进行决策和执行动作的智能实体，从发展历 程看，经历了用逻辑规则和符号封装知识、快速响应环境、基于强化学习等发展阶段。

大模型问世是人工智能发展的分水岭，以人工智能大模型为代表的人工智能第三发展阶段未来会有一段较长的发展红利期，将成为新一轮科技革命和产业变革的重要驱动力量。人形机器人作为人工智能落地物理世界的优质载体，将受益于人工智能的快速发展，其拥有感知、思考、决策等能力不再遥不可及。                                

目前国内主要参与玩家主要包括萝卜快跑、小马智行、文远知行、元戎启行、滴滴 等，以互联网公司、L4算法公司、网约车平台公司入局为主。其中，萝卜快跑在开城数量+投放数量+实际运营进展 保持行业领先，目前全国已覆盖12座城市，武汉市年内预计完成千台运营车部署；截至4月19日全国累计订单量已突 破600万单，武汉全无人驾驶订单比例由4Q23 45%提升至2024年4月70%。 

复 盘TEL的发展历程可以发现，TEL成功的底层原因在于通过与美国半导体设备龙头合作，引进并消化先进技术率先实现 国产化，再通过持续的研发创新纵向深耕、横向拓品、完善平台型布局，同时推进全球化战略，而初期从0到1的背后必然离不开日本政府1970s的支持政策，这与我国三期大基金或有异曲同工之妙。                                 

The global fundus camera market is estimated to grow at a CAGR of 7.9% from 2022 to 2030. Key factors driving the market growth are increase in diabetic retinopathy screening procedures and launches of innovative products. However, incorrect clinical diagnosis due to distorted fundus photography hinders the market growth.

The term ‘Industry 4.0’ was first introduced in 2011. Industry 4.0 refers to the current use of new automation and digital industrial technologies in manufacturing process. Globally, manufacturers are embracing the concept of industry 4.0, which means more connected machines and automated operations. Most of these manufacturers are moving towards the digital transformation of their operations. Collaborative robot helps the manufacturing organizations by bringing the digital transformation in their operations. These type of cobots work closely with human in the shared workspace. The main goal of the manufacturers is to enhance the productivity, and increase the safety of their workers, and manage to lower the overall costs. Therefore, manufacturers need to make substantial progress on industry 4.0.

The global endoscopy procedures market is estimated to grow at a CAGR of 7.0% from 2022 to 2030. Key factors driving the market growth are growing preference for minimally invasive surgeries and increasing prevalence of cancer are the key factors driving the market. However, the risks of infections associated with endoscopic procedures hamper the market growth.

The cable testers are the essential tool that are used in the field of information technology and telecommunications to verify the integrity and connectivity of network cables. These testers are mainly used to test the accuracy of the signals and the frequency emitted by electronic devices, including servers and computers. The cable testers help the network technicians and the IT professionals in identifying and diagnosing issues in cabling systems and ensuring that data can flow reliably through the network.

The global fundus camera market is estimated to grow at a CAGR of 7.9% from 2022 to 2030. Key factors driving the market growth are increase in diabetic retinopathy screening procedures and launches of innovative products. However, incorrect clinical diagnosis due to distorted fundus photography hinders the market growth.

The global fundus camera market is estimated to grow at a CAGR of 7.9% from 2022 to 2030. Key factors driving the market growth are increase in diabetic retinopathy screening procedures and launches of innovative products. However, incorrect clinical diagnosis due to distorted fundus photography hinders the market growth.

As per the scope of the report, the tonometer is an instrument used to determine intraocular pressure or the pressure of the fluid within the eye. Tonometry is a diagnostic test primarily used to detect glaucoma.

The production of semiconductor wafers uses wafer-level manufacturing equipment, which includes steps and processes such as etching, lithography, stripping, inspection, and packaging. The global wafer-level manufacturing equipment market is driven by an increase in the number of applications for semiconductor ICs in various end-user industries.

The global endoscopy procedures market is estimated to grow at a CAGR of 7.0% from 2022 to 2030. Key factors driving the market growth are growing preference for minimally invasive surgeries and increasing prevalence of cancer are the key factors driving the market. However, the risks of infections associated with endoscopic procedures hamper the market growth.

An OLED microdisplay is a small electronic visual display technology that produces bright and vibrant images with organic light-emitting diodes (OLEDs). It is often compact in size and is commonly used in electronic viewfinders for cameras, augmented reality (AR) devices, and other applications where a small, highresolution display is required. The organic materials in OLEDs emit light when an electric current is applied, allowing individual pixels to emit light independently, resulting in high contrast ratios and efficient power consumption.

The automated external defibrillators market is estimated to grow at a CAGR of 4.5% from 2020 to 2030. Key factors driving the market growth are increasing prevalence of cardiovascular diseases and rising training and awareness programs on automated external defibrillators. Whereas performance issues related to automated external defibrillators is hindering the market growth.

The automated external defibrillators market is estimated to grow at a CAGR of 4.5% from 2020 to 2030. Key factors driving the market growth are increasing prevalence of cardiovascular diseases and rising training and awareness programs on automated external defibrillators. Whereas performance issues related to automated external defibrillators is hindering the market growth.

The global fundus camera market is estimated to grow at a CAGR of 7.9% from 2022 to 2030. Key factors driving the market growth are increase in diabetic retinopathy screening procedures and launches of innovative products. However, incorrect clinical diagnosis due to distorted fundus photography hinders the market growth.

服务器是通用计算产业的基石，是中国数字经济的底层算力支撑，在各行各业 数智化转型的浪潮中将迎来需求爆发，特别是在“东数西算”加快推进的背景 下。CPU处理器是服务器的核心部件，被誉为服务器的“大脑” ，其功能主要 是解释计算机指令以及处理计算机软件中的数据。服务器CPU同样也包括控制 器、运算器，对计算机所有硬件资源进行控制调配。

光刻胶按照显影效果可分为正性光刻胶和负性光刻 胶，正性光刻胶的应用更为广泛。光刻胶的原料包括光引发剂、树脂、溶剂、单体及其他助剂等。光刻胶单体工艺难度大， 认证周期长，进入壁垒高。除上游原材料壁垒外，半导体光刻胶国产化还具有配方、设备、客户验证等多重壁垒。光刻胶生 产配套设备光刻机成本高，光刻胶的研发具有较高的门槛。