行业研究报告题录
制造业--其他制造业(2020年第6期)
(报告加工时间:2020-06-08 -- 2020-07-26)

境外分析报告

  • 全球眼镜市场-增长,趋势和预测(2020-2025年)
    The global eyewear industry is propelled by the growing demands for corrective and prescription-based spectacles, especially from the geriatric population. Moreover, several clinical studies have found a strong linkage between aging and the increased risk of developing certain eye diseases that lead to low vision. Visual impairment dispropor tionately affects the elderly. With advancing age, the normal function of eye tissues decreases and there is an increased incidence of ocular pathology. The high prevalence rate of diseases, such as diabetes and hypertension, owing to lifestyle conditions, is further known to aggravate the rates of blindness and visual impairment. The accelerating degradation of eyes is boosting the market sentiments of eyewear products. There is ample evidence suggesting that prolonged close-up activities, like reading, playing computer games, and deficiency of sunlight, are linked with the increased risk of shortsightedness (myopia). The increasing use of computers and smartphones have resulted in the rising cases of computer vision syndrome (CVS), which is caused by focusing the eyes on a computer or other display device for long. The global marketplace has also witnessed a significant increase in the “capture rate” among adults, indicating a higher number of eye tests, which are converted into sales of eyewear products. In developed countries, around 70% of adults require corrective lenses to achieve proper eyesight.
  • 全球成人纸尿裤市场报告(2019-2026年)
    The global adult diapers market is analyzed on the basis of its prospects and future growth rate. The report highlights numerous factors that influence the growth of the market. These include market forecast, drivers, restraints, opportunities, and role of different key players operating in the market. The report is analyzed by product type, which includes pant type, pad type, tape type, and others. Furthermore, it includes revenue generated from the sales of adult diapers across North America, Europe, Asia-Pacific, and LAMEA.The degree of industry attractiveness in the adult diapers market is analyzed on the basis of impact of five major forces on the market. Porter’s five forces analysis includes the impact of suppliers, industry rivals, new entrants, substitute products, and buyers on the market growth.
  • 全球风力涡轮机转子叶片市场-增长,趋势和预测(2020-2025年)
    Wind turbines are beginning to be used for electrical generation, having previously been used for various other applications, such as sailing, agriculture, and grinding. From an emerging power source, 20 years ago, wind turbine technology has been transformed into a commercial electricity-generating technology in more than 80 countries. While the world has been harvesting energy from wind for several decades, the growing environmental concerns in the last few years have driven the deployment of renewables, globally. The usage of wind power has reached a point where it has become a noticeable contributor to the world’s energy mix. The exponential growth in the wind energy market is supported by depleting fossil fuel reserves, declining cost of wind power generation, growing sensitivity toward environmental issues, and suppor t from various governments around the world, through financial incentives.
  • 全球花样滑冰装备市场-增长,趋势和预测(2020-2025年)
    The growing preference for figure skates in sports and recreational activities, coupled with a rising number of figure skating events and sponsorships, is expected to propel the demand for ice skates in general and figure skates in particular The increasing influence of celebrity endorsement, along with the growing media coverage for such events, is expected to further fuel the market growth. Further, there are various governing bodies, such as The International Skating Union ( International Skating Union of America ( and UK Sport, which promote figure skating events, such as the Olympic and the Paralympics. For instance, UK Sport funded GBP 1 236 million into figure skating for the Olympic winter games held in PyeonChang in 2018 compared to GBP 0 174 million in the Olympic winter games held in Sochi in 2014 This encouraged the involvement of consumers in various figure skating activities in the United Kingdom. Similarly, during 2015 2016 the US Figure Skating spent more than USD 15 million for athlete funding and assistance, sending athletes to international competitions, athlete programs, collegiate skating programs, synchronized skating programs, and awarding performance bonuses In fact, more than 1 700 events, including shows, exhibitions, and competitions, are sanctioned by US Figure Skating each year

投资分析报告

  • 生产稳定上升,外需明显改善-6月制造业PMI数据点评
    6 月我国官方制造业PMI 50.9%,比上月上升0.3 个百分点。构成制造业PMI 的五大分类指标中,生产指数、新订单指数和供应商配送时间指数均高于临界点,原材料库存指数和从业人员指数均低于临界点。
  • 卫浴行业:全球卫浴稳步发展,中国卫浴企业有望加速突围-深度研究报告
    卫浴文明源远流长,北美、欧洲、亚太三大品牌群成型。古代卫浴文明发源于中国先秦时期,而现代卫生洁具制造业起源于美、德等国家,时间可追溯至19 世纪中期。发展至今,全球已形成了三大知名卫生洁具品牌群,即以科勒(Kohler)和摩恩(Moen)为代表的美国品牌;以杜拉维特(Duravit)、高仪(Grohe)、乐家(Roca)和汉斯格雅(Hansgrohe)为代表的欧洲品牌;以东陶(TOTO)、伊奈(INAX)、惠达和箭牌等为代表的亚洲品牌。
  • 光学行业:海外疫情影响持续5月光学厂商业绩阶段性承压-2020年5月跟踪月报
    2020年5月,全球疫情影响持续,海外市场需求承压导致光学公司整体表现弱于4月,然国内疫情显著缓解使相 关产业链厂商出货改善。其中舜宇光学5月手机镜头/CCM出货量同比-8.6%/+20.3%,客户结构差异致公司出货表现分化, 车载镜头出货量同比-35%,主要源于欧洲车厂生产停滞短期承压;大立光5月营收同比-23%跌幅扩张,主要源于高端机型 Q2面临销售淡季,未来若海外销售因疫情得到控制逐渐恢复,公司出货有望出现改善;玉晶光受益于产品结构优化与A客户 SE新机拉动,5月业绩同比+46%;由于终端手机市场受疫情影响需求承压,丘钛科技5月出货再次转跌,同比-5.3%。展望 二三季度,海外疫情升级及逐渐恢复背景下,光学行业预计转向供需均衡,相关产业链公司订单能见度或将短期承压。我们 认为二季度疫情在海外扩散及逐步受控,终端消费电子需求或将在未来短期阶段性承压,但中长期来看,受益于2020年5G 换机潮、光学元件升级的预期,预计光学行业量价齐升趋势不改。
  • 黄金珠宝与奢侈品行业:线上化将如何推动黄金珠宝行业迈入发展新纪元
    今年以来,受疫情影响,黄金珠宝行业表现不佳。国家统计局数据显示,上半年限额以上黄金珠宝零售企业实现零售 额 976.8 亿元,同比下降 23.60%。为应对疫情影响,各个珠宝纷纷加速线上化布局,不仅将在短期助力企业快速 恢复销售,更有望从长期为企业在产品以及渠道两个维度带来突破。

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