国家出台智能汽车行业创新政策，推动车载端智能化进程。我国汽车保有量不断提升，2020年，已达到2.81亿辆。根据汽车工业协会消息，截至2020年11月，我国乘用车销量已达229.7万辆，环比增长11.6%，其中新能源汽车销量达110.9万辆，同比增长3.9%；预计2021年，我国新能源汽车增速将超30%，达到180万辆。尽管我国汽车保有量及新车销量不断提升，人均汽车保有量仍仅为0.19，相较美国（0.8）、日本（0.6）还有较大差距，可以预见今后智能汽车市场还有很大发展空间。车联网产业受益于智慧交通及新基建的发展战略，2020年，随着5G、V2X技术的不断发展，我国车联网市场规模达到285亿美元。

中国互联网流量分析变化与垂类应用营销价值分析。

中国搜索引擎市场发展概况和趋势；市场用户行为和态度洞察、典型企业观察

疫情下，云办公、云教育等行业逆势增长。其中，2020年在线教 育用户规模突破5亿大关，学前教育和职业教育成为“新宠”；远程办公用户一年暴增2 亿，综合类平台牢据90%用户；

互联网整体用户规模增长放缓的背景下，用户移动互联网接入流量继续快速增长，到2019年底已经突破1220G，用户通过线上平台享受了更为丰富多样的数字服务，尤其是2020年初新冠肺炎疫情加速了用户线上数字化生活进程，用户社交、信息获取、办公、教育等多重场景下的交互需求增长，而输入法作为交互入口的应用场景也被进一步打开。

2011-2020 年是移动互联网的黄金十年 ，十年来移动互联网战场上风起云涌，群雄逐鹿的千团大战 、巨量补贴的网约车大战 、风头正劲的直播电商一代又一代的新物种层出不穷 从生活到娱乐，无处不在的影响着人们的日常 。移动互联网的流量红利是这十年发展的关键，融资、烧钱补贴迅速积累用户、扩大市场规模、估值膨胀、上市是企业理想的增长曲线。在这激荡的十年里，资本瞩目、企业家狂热，各行业百花齐放。

Automated Fare Collection System (AFCS), also known as electronic fare collection system, is an automated system that helps public transit operators to trace and account the revenue and provide a convenient way of fare payment instead of cash. Automated fare collection system is a bunch of software and hardware technologies which enables the ease of fare payments along with validating the passengers commute. The global automated fare collection system market includes technologies such as smart cards, Near Field Communication (NFC), Optical Character Recognition (OCR), magnetic strips, and bar codes. Currently, smart cards are widely used to enable ease of fare payment to travelers. This report analyzes the global market on the basis of component, technology, application, and region. By region, the market is analyzed across North America, Europe, Asia-Pacific, and Latin America, the Middle East, and Africa (LAMEA). This report uses value chain analysis and Porter’s five forces model to analyze the competitive scenario of the industry and adding values to the final product. This report features the strategies adopted by the key market players to endure the stiff competition in the market. Atos SE, Cubic Transportation Systems, Inc., Dormakaba Holding, LECIP Group, LG CNS, NXP Semiconductors, OMRON Corporation, Samsung SDS, Scheidt & Bacchhan Gmbh, and Thales Group are some of the leading suppliers of AFCS in the global market.

The data center market is being affected by the construction as well as logistics standpoints. Many countries across the globe have requested construction contractors to halt their work and stay safe at home. Non-essential construction projects have been brought to a halt for at least a month to avoid the spread of COVID-19. The pandemic has already postponed the construction of new facilities and halted the ongoing construction of facilities from colocation data center service providers. This has also imposed various precautionary measures for contractors involved in the construction of facilities, which might lead to the delay of many projects. The severity of the impact varies from one country to another.

Bioinformatics is used in various fields of biology. It is a combination of information technology, statistics, molecular biology, and algorithms used to analyze data obtained from various experiments. The bioinformatics market analyzed in this report includes sectors, technology & services, and applications as major segments. The technology & services segment is further classified into knowledge management tools, bioinformatics platforms, and bioinformatics services. The report analyzes the major sector markets into medical bioinformatics, agriculture, animal, academics, and others. The application segment includes proteomics, genomics, metabolomics, transcriptomics, molecular phylogenetics, and chemoinformatics. This report excludes in depth analysis of next generation sequencing and cloud-based services of bioinformatics service providers. The scope of the bioinformatics market report is to study need of integration of data in the field of bioinformatics and role played by bioinformatics tools in discovery and development of drugs and adoption level of bioinformatics tools in the developed and developing regions.

The key objective of big data analytics in semiconductor & electronics is to help organizations get better understanding of their customers, business processes, and help organizations to narrow down their targeted audience, thus improving the marketing campaign of companies. Numerous benefits are associated with big data and business analytics such, as it allows customers to capture & process different services, modify existing orders, and process customer moves.

回顾历史，伴随每一代通信网络制式的切换，运营商都经历一轮估值重塑周期。2021 年是 5G 规模化建网第二年，当前运营商板块处在历史估值底部，与业绩企稳向好的基本面相悖，我们认为运营商处在多重拐点下，建议关注估值修复机会。

中信证券研究部前瞻研究团队持续跟踪全球科技前沿。“全球科技产业”周报重点关注中美科技互联网巨头变化，以及全球科技产业前沿动态。本周重点内容如下：2021CES 在线举行三星将成为iPhone 独家OLED 面板供应商；高通发布第二代超声波屏下指纹识别器；英特尔宣布10nm“至强”可扩展处理器开始量产：新款特斯拉中国制造Model 3 在北京开始全面交付；文远知行已完成3.1 亿美元B 轮融资；理想ONE 成为2020 年中国新能源SUV 销量冠军；高通宣布与蔚来合作下一代数字座舱技术：快手通过港交所上市聆讯，计划2 月上市；字节跳动开始内测云游戏平台嗷哩游戏；抖音及TikTok 2020 年12 月吸金近1.42 亿美元；腾讯音乐宣布27 亿元全资收购懒人听书；IDC 预测2023 年超过10%的广告大屏幕将支持5G 连接。

长期来看，我们认为京东将利用其供应链的优势在快消和生鲜品类满足更多的消费需求。而阿里巴巴则将借助其更完善的电商布局，通过向行业价值链两端延伸，获得更大的市场蛋糕份额。同时，我们认为淘宝特价版和京喜在满足下沉市场需求方面已经发展成为有力的选手。通过相似的低佣金政策以及产业带商品供给，它们将会开始对拼多多在下沉市场的优势地位构成真正的威胁。