行业研究报告题录
制造业--电气机械和器材制造业(2018年第25期)
(报告加工时间:2018-08-27 -- 2018-09-09)

境内分析报告

  • 行业月度报告-机械201806
    1~6 月,机械工业增加值增长8.4%,比上年同期增速(10.9%)回落2.5 个百分点;在机械工业重点监测的120 种主要机械产品产量中,同比增长的产品76 种,占比63.34%;1~5 月机械工业实现主营业务收入92698.43 亿元,同比增长11.3%,实现利润总额6053.31 亿元,同比增长5.81%,比上年同期增速13.31%回落7.5 个百分点;全行业运行效率有待提高,财务费用上升较快;投资低迷状况有所改善。

境外分析报告

  • 全球自主船舶和海洋表面机器人市场分析和预测(2018-2028年)
    The rising need of autonomy by the law enforcement agencies, commercial industries, scientific research organizations, and naval forces has driven the demand for autonomous ships and ocean surface robots. These vehicles are capable of carrying out maritime applications without the need for onboard human operator. In addition, the growing maritime challenges increase the demand for the autonomous ships and ocean surface robots to perform operations including environmental monitoring, seabed mapping, anti-submarine warfare, and underwater mine-hunting, among others. Moreover, these systems also help in detecting and tracking maritime threats in order to protect the nation from marine attacks. This chapter of the report provides an in-depth understanding of the direction in which the market is heading and takes into account several factors such as market drivers, challenges, and opportunities.
  • 皮肤病学设备市场分析和分段预测到2025年
    Based on product type, the dermatology devices market is segmented broadly into diagnostic and treatment devices. Diagnostic devices are further subdivided into dermatoscopes, other imaging devices, and biopsy devices. Treatment devices are also divided further into light therapy devices, lasers, electrosurgical equipment, liposuction devices, microdermabrasion devices, and cryotherapy devices. Based on application diagnostic products are divided into skin cancer diagnosis and others. treatment devices are divided into hair removal, skin rejuvenation, acne, psoriasis, and tattoo removal, wrinkle removal and skin resurfacing, body contouring and fat removal, cellulite reduction, vascular and pigmented lesion removal, and others. based on end use, the market is divided into hospitals, clinics, and others.
  • Hernia Mesh器件市场分析和分段预测到2025年
    Technological advancements in the market in recent years have rapidly increased the growth of hernia mesh devices market. In 2014, two TeleRobotic systems known as da Vinci Robotic Surgical by Intuitive Surgical and Zeus Robotic Surgical System by Computer Motion received FDA approval. These devices provide efficiency, lower recurrence rate, and facilitate quicker recovery. These devices are permitted to perform surgeries strictly under the supervision of one surgeon present in the operating room. Both devices were found to be safe as they were completely controlled by specialized techniques. Moreover, they provide accuracy as they offer a 3D view of the surgical site to surgeons. This facility of 3D imaging provides a clearer view as compared to infrared technology used by surgeons in laparoscopic hernia repairs.

投资分析报告

  • 电气设备行业:预期补贴发放,改善流动性;成本企稳,毛利率获支撑
    7月风电数据保持强劲增势,未受到用电量增速放缓的影响。1-7月风电新增装机同比增长29.6%,环比提升4.3pct;上半年全国弃风率8.7%;风电设备利用率同比增加15.6%;累计发电量同比增长23%。补贴发放改善流动性,推动项目建设提速。受到补贴拖延的影响,应收账款同比大幅增加。在近期中期业绩会上,运营商高管向媒体表示,在9、10月份或将有一笔补贴下放。
  • 电气设备行业:三元胜出,高镍确立-新能源汽车深度研究之正极材料
    新能源汽车,新的经济增长极。发展新能源汽车是国家战略,采取“扶上马,送一程”策略,基本确定了纯电动为主、混合动力为辅的发展路线,整个产业已经从萌芽走向成长,随着我国新能源汽车补贴的退坡到退出,新能源汽车市场化将正式来临。三元动力电池技术路线确定,未来三年增长率有望超过60%。高镍动力电池已经得到了国际市场认可,国内高镍动力电池必将迎来爆发。
  • 电气设备行业:新能源车进出口表现强劲,风电龙头业绩提升兑现-太平洋证券
    本周大盘出现反弹,上证综指上涨2.27%,电新各个子板块也均出现不同程度上涨。其中风电、工控、电力设备板块涨幅位居前列,分别上涨4.47%、1.15%、0.99%,核电、储能、光伏、新能源车和锂电池板块分别上涨0.78%、0.72%、0.54%、0.27%和0.09%。新能源车板块,7月新能源汽车进出口表现强劲,显示出全球新能源车供给与需求均呈现良好态势,比亚迪、长安、长城等多家主流车企纷纷加码新能源车产业布局,随着优质新能源车产品上市丰富供给并伴随汽车消费旺季的到来,新能源车有望继续引领汽车消费。

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