行业研究报告题录
信息传输、软件和信息技术服务业(2016年第39期)
(报告加工时间:2016-10-24 -- 2016-10-30)

境内分析报告

  • 电子行业:无线充电渐臻成熟,苹果手机将成引爆点-智能硬件创新深度专题之三
    无线充电是痛点应用,伴随标准和技术成熟,爆发在即。 无线充电是不通过电导线而凭借电磁原理充电的技术,可分为近场(电磁感应、电磁共振、电磁耦合)和远场(微波/射频、光/激光)等技术原理,其中磁感应和磁共振是目前主流路线。由于无线充电具备无需插拔充电更便捷、封闭性更好利于防水防尘、小型化等用户痛点正成为终端创新方向,且经过演进,新成立的两大行业联盟 WPC 和 Airfuel 均已支持磁感应和磁共振兼容方案,且最新标准的转化效率和功率在明显提升,另外,非金属机壳/防水等手机创新趋势亦利好无线充电,我们认为继可穿戴之后,手机配置无线充电从需求端、技术端等已具备成熟条件,行业爆发在即。
  • 电子行业:2016Q3中国手机地图市场季度监测报告
    手机地图是指利用手机等移动终端,通过WAP或者应用软件进行地图浏览、快速定位、地点搜索、路线规划等的一种与用户位置相关的位置服务和应用。
  • 达华智能(002512)-不忘初心,坚定前行-公司深度研究
    信心坚定,既定战略持续推进。定增终止后,市场对于公司未来在支付、保理及互金方向的发展存在疑虑,我们认为,公司战略的坚定执行并不完全依托于定增,整体战略依然在稳步推进中。目前公司拟以自有资金收购江苏润兴融资租赁有限公司 40%的股权。足以可见公司的强大执行力以及坚定信心。
  • 电子行业:开启后摩尔时代,先进封装领航-封装行业深度报告
    后摩尔时代封装行业地位提升,市场持续看好。10nm 下摩尔定律接近瓶颈,以小尺寸、轻薄化、高引脚、高速度为特征的先进封装将大幅缩减芯片尺寸, 有望打破僵局。 Gartner 预测 2020 年全球封测市场将达 314.8 亿美元,2015 年至 2017 年 GAGR 4.3%。 智能移动终端将贡献最大市场增长动力,Statistita 预测 2018 年智能手机出货量将升至 18.73 亿部, CAGR 9.4%。SiP、 FoWLP、 TSV 等技术将深度受益消费电子及其他分支市场,保持GAGR 50%以上增长。

境外分析报告

  • 全球采购支付外包市场报告(2016-2020年)
    The global supply chain and distribution management systems are undergoing structural reforms to reduce complexities. The international trade patterns are changing due to globalization, compelling organizations to revamp their distribution systems. Procurement is a major component of global distribution networks to manage inventories efficiently. In the past, organizations implemented legacy systems and manual processes in a bid to manage the procurement process.
  • 亚太地区IT外包市场报告(2016-2020年)
    ITO is the process of subcontracting IT functions of an organization to a third-party vendor with domain expertise. It is an effective strategy to build a high-performance IT organization. Client companies frequently outsource IT functions such as application development and infrastructure management to cut costs and achieve superior operational efficiency.
  • 全球零售部门库存管理软件市场报告(2016-2020年)
    Inventory is a central asset for a company and represents the investment that is involved from the manufacturing to the sale of the product. Mishandling of inventory can lead to significant financial problems and result in either inventory glut or inventory shortage. An inventory control system is the set of guidelines and controls that monitors levels of inventory and regulates what levels should be maintained, when stock should be restocked, and what should be the economic order quantity.
  • 全球手势识别市场报告(2016-2020年)
    Human-machine interaction has reduced the gap between the two and developed a more natural and intuitive interaction. Humans have come a long way from controlling machines through switches fitted on them to remote controls, and currently, through smartphones. In the future, it will be through natural gestures. Gesture control is by far the most natural form of controlling a device.
  • 全球软件许可证管理市场报告(2016-2020年)
    The major drivers for the adoption of software licensing are piracy and malware. Software licensing acts as an agreement to solve these issues. It provides the rights to use packaged software or components of software. The use of a software without proper licensing would constitute an infringement of copyright laws. All enterprise applications are offered to end-users through licenses. Software licenses are of different types; some are based on the number of users that are allowed to use the program and others are based on the number of systems on which a program can be run.
  • 全球蜂窝M2M连接和服务市场报告(2016-2020年)
    M2M technology enables the communication of data and information between electronic devices. In cellular M2M connections, code-division multiple access (CDMA), 2G, 3G, and 4G-LTE networks are used to establish connections between electronic devices. Cellular M2M has a broad range of applications in industries such as automotive, healthcare, retail, transport and logistics, manufacturing, energy and utilities, and consumer electronics. Cellular M2M connections and services are used for video surveillance, remote diagnostics of vehicles, fleet management, asset tracking, theft recovery, and point-of-sale (POS) applications. These M2M offerings help industries worldwide enhance their operational efficiency and productivity by reducing the overall capital expenditure (CAPEX).
  • 全球软件定义网络市场报告(2016-2020年)
    SDN is an evolving network architecture in which the network control and the forwarding plane are decoupled and can be programmed directly. This transfer of control from specific network devices to manageable computing devices simplifies the management of network infrastructure in an enterprise environment. SDN provides control to enterprise business operations through a single logical point, simplifying network design and operation. In addition, this architecture streamlines operational functions of network infrastructure through instructions from SDN controllers.
  • 印度智能教室市场报告(2016-2020年)
    The need to improve the quality of education to global standards is contributing to the increase in adoption of smart classrooms in India. Many schools and universities across India are investing in smart classroom hardware and software solutions. Private institutions are increasingly adopting these technologies; the level of investment by public educational institutions in smart education is comparatively lower.
  • 全球音乐流媒体市场报告(2016-2020年)
    In this kind of music, the user has access to soundtracks via music streaming websites, generally with a monthly subscription or for free. However, the user cannot store it in physical or digital forms. Spotify is an example of access music. Some music streaming websites have the option to download, even without prior streaming, giving users ownership of the soundtracks. Some users also prefer to buy soundtracks in the form of CDs. Other services include iTunes, where the user can download the tracks after-subscription payment.
  • 全球无线局域网安全市场报告(2016-2020年)
    WLAN is a wireless Ethernet connectivity between client devices such as desktops computers, PDAs, and the wireless hub connected to the physical network. WLANs follow the wire network's traditional hub-spoke configuration and consists of the following two components:

投资分析报告

  • 双杰电气(300444)-配电设备稳步推进,锂电隔膜快速增长-深度报告
    公司专注于配电及控制设备产品的研发、生产与销售,主要产品包括环网柜、箱式变电站、柱上开关、高低压成套开关柜、配网自动化监控系统及其他配电自动化设备。在配电网投资加大与行业集中度提高的背景下,公司主营业务将保持稳定增长趋势。随着天津东皋与无锡变压器的业绩并表,未来三年公司业绩有望加速增长。
  • 壹桥股份(002447)-老枪巧换炮,正式开启互联网娱乐征途-首次覆盖报告
    公司通过与壕鑫互联的资产臵换开启互联网娱乐转型征途,而迅速绑定乐视体育,在彰显实力的同时,让我们对于公司的转型之路报以更高的期待。
  • 数源科技(000909)-依托前装车载终端,布局车联网运营平台-深度报告
    2016 年9 月26 日,在3GPP 会议上LTE-V 的V2V 标准正式冻结,并计划于2017年3 月完成V2X 的其他核心协议,车联网平台有望迎来行业的爆发期。据埃森哲的数据显示,16 年我国车联网市场规模将达到77 亿美元,到2025 年市场规模将达到2162 亿美元,对应的2016 年至2025 年车联网市场的复合增长率约为45%。公司的定增项目已经过会,未来公司将从前装市场切入汽车电子领域,打造从传感器到车联网平台的整体解决方案。同时,公司与比亚迪合作为杭州新能源公交车提供智能电子系统与公交车队管理平台,截至16 年6 月已有约2000 辆纯电动大巴车投入使用。公司业务已从公交车拓展至乘用车和商用车领域,打开了新的市场空间。
  • 互联网行业:SaaS及企业级服务半月报第六期-SaaS半月报告
    元年科技发布2016 年第一次股票发行认购公告及关于《 2016 年第一次股票发行认购公告》的更正公告。公司本次股票发行的价格为人民币6.20 元/股,发行股票数量不超过17,971,933 股(含17,971,933 股)。
  • 千方科技(002373)-汇聚千方力量,智能交通蓬勃始于万物互联
    智能交通的目标是实现“人车路”高度协同。智能交通基于现代电子信息技术、面向交通运输的信息化、智能化服务系统,将先进的信息技术、数据通讯传输技术、电子传感技术、控制技术及计算机软件处理技术等集成运用于交通运输管理,建立一个高效、便捷、环保、舒适的综合交通运输体系。从国外近两年采用智能智慧技术提高道路管理水平经验来看,每年交通事故发生率下降20%以上,且能提高交通工具的使用效率40%以上。
  • 太极股份(002368)-IT服务龙头,自主可控政务云两翼齐飞-公司首次覆盖报告
    中国电子科技集团(CETC)作为信息安全国家队,围绕太极股份构建自主可控产业体系,之前分别战略投资北京人大金仓信息技术股份有限公司和深圳金蝶中间件有限公司,同时加强与CETC 下属上海普华基础软件有限公司的紧密合作,逐步形成较为完备的国产基础软件体系。并购宝德计算机将填补中国电科在自主服务器产业上的空白,有效推进中国电科及太极股份自主可控战略实施,初步形“软硬一体化”自主可控产业体系,为更好地支撑国家安全可靠系统建设奠定坚实基础。

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