The global healthcare information technology sector has witnessed strong growth in recent years. Digitization and new technological opportunities have played a major role in driving the growth of the sector. Also, the healthcare IT sector includes a broad range of products and solutions, which are widely contributing to the efficiency and effectiveness of the global healthcare infrastructure. Several industry trends that are fueling the demand for products and services across the healthcare IT industry include Artificial Intelligence (AI), telehealth services, individualized medical care, virtual reality, automation, and digitalization.

Irrigation, usually known as watering, is the agricultural practice of employing controlled measures of water to the land to aid in the growth of crops, plants, turf, and others, as well as to produce landscaping plants and lawns. Rain-fed agriculture is the agriculture that does not utilize irrigation and instead relies solely on direct rainfall. Water, whether from rainfed sources or piped irrigation, is a critical component in agriculture globally. With almost 700 billion cubic meters (m3) of agricultural water consumed per year in 2010, India was the world's greatest agricultural water consumer. India's agricultural water usage has increased rapidly, nearly tripling between 1975 and 2010, as the country's population and total food demand increased. China is the world's second-largest user, with 385 billion m3 usage in 2015, even though its agricultural freshwater demand has recently plateaued. These two countries are thus followed by the U.S., Brazil, and France.

With electrification being the way forward, OEMs will need to invest in dedicated platforms or start exploring options such as licensing to address the increasing and evolving needs of consumers. Autonomous driving requires a high level of electrical redundancy and drive-by-wire integration, which is possible through ECMs. ECMs offer OEMs the flexibility to make efficient use of available space and focus their efforts on designing the top hats, cutting down the lead time for new models.

As per the scope of the study, conventional microscopes are surgical or operating microscopes that are designed to be used in surgical procedures, typically to perform microscopic surgeries. The system is an optical instrument that offers the surgeon or user high-quality, stereoscopic, illuminated, and magnified images of the surgical area.

Access Layer: Also called the edge layer, the access switches are connected at the top of the rack and thus can also be defined as top-of-the rack switches. Aggregation Layer: Also called the distributor layer, the aggregation switches are connected to the access switches and provide benefits such as intrusion detection, network analysis, firewall, and others

Endoscopy: According to the National Institutes of Health (NIH), U.S., endoscopy is defined as ‘a procedure that uses an endoscope to examine the inside of the body. An endoscope is a thin, tube-like instrument with a light and a lens for viewing. It may also have a tool to remove tissue to be checked under a microscope for signs of disease’. Endoscopic Imaging System: According to BIS Research, an endoscopic imaging system is defined as a combination of multiple devices that are used together for performing diagnostic or therapeutic endoscopic procedures. An endoscopic imaging system usually comprises a monitor, camera, light source, and an endoscope or camera head that is inserted in the body cavity.

In recent times, high emphasis has been laid on the adverse effects of conventional agriculture on the environment. Some of these concerns include depletion of natural resources, misuse of synthetic chemical inputs into the soil, and contamination of water resources. To meet the growing global food demand with the increasing population, which is expected to reach 9.74 billion by 2050, alternative, and optimized ways of growing and monitoring crops have been innovated, thereby implementing smart farming techniques. This has led to a great rise in alternative production systems within both small growers and large-scale commercial productions.

Endoscopy: According to the National Institutes of Health (NIH), U.S., endoscopy is defined as ‘a procedure that uses an endoscope to examine the inside of the body. An endoscope is a thin, tube-like instrument with a light and a lens for viewing. It may also have a tool to remove tissue to be checked under a microscope for signs of disease’. Endoscopic Imaging System: According to BIS Research, an endoscopic imaging system is defined as a combination of multiple devices that are used together for performing diagnostic or therapeutic endoscopic procedures. An endoscopic imaging system usually comprises a monitor, camera, light source, and an endoscope or camera head that is inserted in the body cavity.

欧洲能源危机叠加中国“双碳”战略加速空气能热泵渗透率提升  海外催化：俄乌战争导致欧洲能源危机催化下，欧洲进一步追求能源独立，可再生能源制热替换进程有望加速； 国内催化：“双碳”战略下持续推动电气化进程。支持热泵技术推广利用，扩大电气化设备使用比例，推动“以电代煤”、“以电代油 ”等电能替代进程； 市场空间测算：据我们测算，预计至2025 年中国空气源热泵市场规模将达到351.2 亿元人民币，对应2021-2025 年CAGR 为14.6%； 欧 洲热泵市场规模将达到174.7 亿美元，对应2021-2025 年CAGR 为27.9%。

光伏组件是光伏发电系统的核心，兼具ToB 和ToC 属性。光伏组 件是能单独提供直流电输出的最小光伏电池组合装置，位于整个光伏产 业链中游、制造环节末端，直接面向终端应用市场，兼具ToB 行业的成 本和制造属性，以及ToC 行业的品牌和渠道属性，其下游为光伏电站系 统。对比光伏产业链的其他环节，光伏组件具有轻资产、高周转、低ROE 特征，其中一体化组件企业具备更好的资产投资效益和盈利能力。

华为发布2022 年上半年经营业绩，2022H1 公司实现销售收入3016 亿元人民币，同比下降5.9%，降幅同比收窄23.5pct；净利润率5.0%，较去年同期下降4.8pct。其中，运营商业务收入为1427 亿元，同比增长4.2%；企业业务收入为547 亿元，同比增长27.5%；终端业务收入为1013 亿元，同比下降25.4%。

Pico 已经在销售渠道、硬件实力和内容生态上形成领先优势。（1）在销售端：线上线下齐发力，不断进军以欧美为代表的海外市场。国内市场类似定位的产品中，Pico 的Neo3 定价最低，销量最高；内容与渠道方面有字节的资源加持。同时通过赞助节目、达人合作、直播带货等多种方式带动销量增长。根据VR 陀螺数据，Pico22 年上半年销量为37 万台，期待下半年Pico 销量表现。

汽车软硬件解耦给汽车软件市场带来了爆发式增长机会。预计2030 年全球汽车软件市场规模将增长至840 亿美元，十年间复合增速达9%；其中ADAS/AD软件市场规模将增长至435 亿美元，占比约51.8%，十年间复合增速达11%。我们预测，2030 年中国汽车软件市场规模可达288.12 亿美元，为全球第一大市场，其中ADAS/AD 软件市场规模可达149.2 亿美元（约970 亿元）。

估值方面，截至8 月16 日，机器人板块市盈率PE(TTM)为64.0 倍，位于2012年至今68.8%分位数；市净率PB(LF)约4.2 倍，位于2012 年至今49.6%分位数。工控设备板块市盈率PE(TTM)为45.2 倍，位于41.5%分位数；市净率PB(LF)约6.8 倍，位于80.4%分位数。激光设备板块市盈率PE(TTM)为24.2倍，位于16.5%分位数；市净率PB(LF)约3.0 倍，位于12.9%分位数。其他自动化设备板块市盈率PE(TTM)为101.0 倍，位于2012 年至今72.4%分位数；市净率PB(LF)约5.1 倍，位于2012 年至今54.1%分位数。

消费电子（手机、PC）市场需求疲软，Q2 市场延续下滑态势；新能源汽车、服务器、工控等需求稳定上行；下游需求结构性增长带动晶圆代工龙头台积电/联电/中芯国际/格罗方德/华虹半导体Q2 营收增长延续，营收增速趋缓。Q2 单季华虹半导体营收同比增长79%，中芯国际营收同比增长43%。

机器人：是可在两个或多个轴上进行编程的驱动机制，具有一定程度的自主性，在特定环境中移动以执行预定的任务。（1）可编程：编写程序是执行预定任务的前提，机器人的程序不仅可以编制一次，且可根据需要编制任意次，根据使用者的意愿，对之可以改变、增加或删除。（2）驱动机制：驱动机制是执行预定任务的必要硬件条件，是将编写好的程序执行完成的机制。（3）自主性：一旦程序编写完成并下达执行命令后，机器人可根据现实状态和感应执行预定任务，并不需要其他人为操作。

钙钛矿是一种薄膜电池技术路线，低成本、高效率等优势突出，有望成为下一代光伏技术路线。钙钛矿生产涉及PVD、涂布、激光、封装等设备，以及TCO 玻璃、电极等材料，产业化瓶颈在于解决结晶工艺和批量供应的工程问题。我们认为，通过优化配方工艺和封装技术解决稳定性难题后，钙钛矿是下一个光伏产业α，有望出现类似于颗粒硅和磷酸铁锂对替代路线的超越。

半导体设备：据财联社信息，拜登将正式签署《芯片与科学法案》。法案明确说明“禁止接受CHIPS 法案资助的公司在中国和其他特别关切国家扩建某些关键芯片制造”，该法案将倒逼国内半导体产业链上游的设备、材料、零部件、EDA 国产化加速。

硅片是芯片的起点，2021年全球半导体硅片市场规模达140亿美元，行业高度集中，CR5市场份额接近90%。硅片是用量最大的半导体材料，90%以上半导体产品使用硅片制造。随着5G、新能源、AIoT的快速渗透，2021年半导体行业迎来超级景气周期，硅片需求持续旺盛，全球半导体硅片出货面积达142亿平方英寸，同比增长14%，市场规模达140亿美元。半导体行业周期性波动导致硅片需求周期性波动，硅片行业并购整合不断，行业竞争格局高度集中，前5大厂商市场份额接近90%。

Global X 自动驾＃s驶um和m电ary动＃汽车 ETF 7月 29 日收盘价 24.08美元，月涨幅12.6%，年跌幅-23.7%；万得智能汽车指数7 月29 日收盘价1910.07 元，月跌幅-1.5%，年跌幅-13.2%。2022 年6 月智能网联乘用车销量为91.7 万辆，同比增长53.2%；当月智能网联汽车在乘用车中渗透率达到23.5%，2022 年累计渗透率达到20.2%。6 月L2 级新能源车销量排行榜前三的品牌分别为特斯拉、比亚迪以及理想，销量分别为77262、69070 以及13152 辆。