行业研究报告题录
制造业--电气机械和器材制造业(2023年第10期)
(报告加工时间:2023-03-14 -- 2023-03-19)

境外分析报告

  • 全球自动管道清洗系统创新市场预测市场报告(2023-2029年)
    The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automatic tube cleaning system by geography and historical trend. The scope of the report extends to sizing of the automatic tube cleaning system market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.
  • 全球汽车增压器创新市场预测市场报告 (2023-2029年)
    The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive supercharger by geography and historical trend. The scope of the report extends to sizing of the automotive supercharger market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.
  • 全球汽车电磁阀创新市场预测报告 (2023-2029年)
    The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive solenoid by geography and historical trend. The scope of the report extends to sizing of the automotive solenoid market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.
  • 全球汽车牵引电机创新市场预测市场报告 (2023-2029年)
    The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive traction motor by geography and historical trend. The scope of the report extends to sizing of the automotive traction motor market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.
  • 全球气雾剂阀门创新市场预测市场报告 (2023-2029年)
    The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for aerosol valves by geography and historical trend. The scope of the report extends to sizing of the aerosol valves market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.
  • 全球自动化液体处理系统创新市场预测市场报告(2023-2029年)
    The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automated liquid handling systems by geography and historical trend. The scope of the report extends to sizing of the automated liquid handling systems market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.
  • 全球自动检重秤创新市场预测市场报告 (2023-2029年)
    The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automatic checkweigher by geography and historical trend. The scope of the report extends to sizing of the automatic checkweigher market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.
  • 全球音频放大器创新市场预测市场报告 (2023-2029年)
    The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for audio amplifier by geography and historical trend. The scope of the report extends to sizing of the audio amplifier market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.
  • 全球自动折弯机创新市场预测市场报告 (2023-2029年)
    The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automatic bending machine by geography and historical trend. The scope of the report extends to sizing of the automatic bending machine market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.
  • 全球汽车传动轴创新市场预测市场报告 (2023-2029年)
    The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive drive shafts by geography and historical trend. The scope of the report extends to sizing of the automotive drive shafts market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

投资分析报告

  • 电力设备行业:绿氢,第四次能源革命的载体-氢能深度
    绿氢是可再生能源深度脱网与工业深度脱碳的完美结合,10 年高速增 长产业周期开启:绿氢是通过光伏、风电以及太阳能等可再生能源发电 实现电解水制氢,一方面生产过程实现零碳排放,另一方面以其大规模、 长周期、长距离等储能优势有效解决可再生能源消纳问题。绿氢下游短 期空间来自在化工领域对灰氢替代,长期增量空间来自交通领域、天然 气加氢、炼钢用氢,助力工业、交通领域减碳,是全球第四次能源革命 的重要载体。21 年全球纯氢气产量7000 万吨左右,其中绿氢占比不足 0.1%,23-24 年全球风光氢一体化项目密集开建,我们预计25 年绿氢占 比有望达到2%,2030 年绿氢占比有望达到30%,产量超3000 万吨。 氢能10 年高速成长产业周期已开启。
  • 机械行业:ChatGPT如何改变机械行业?
    我们认为ChatGPT作为AIGC领域顶尖的模型,有望对现有生产力工具进行变革,其商业化有望加速推动语言AI及AI领域整体的 显著进步。人机交互系统作为人形机器人的“大脑”,语音语义分析作为人机交互核心途径,可帮助机器人具备听、说、理解 和思考的能力。伴随人机交互技术逐渐成熟,人形机器人商业化未来可期。
  • 电力设备与新能源行业:项目储备丰富,开工建设全面提速-从2023年各省政府工作报告看能源建设
    各省电网建设重点主要在新建特高压输电通道及完善主网结构,如甘电入 浙、陇电入鲁、疆电外送、还有区域主网建设如川渝特高压、福厦特高压 等。我们统计2023 年输变电项目第一次变电设备招标金额合计125.63 亿 元,同比+52.8%。预计2023 年电网工程建设投资5500 亿元,同比+9.7%, 其中主网建设部分预计增长不低于20%。
  • 可选消费行业:1月冰洗量分别同比-28.7%-11.9%-月报
    展望23 年2 月,从国内前8 周的线上累计零售数据来看,冰箱线上销售量 均同比表现积极、洗衣机降幅收窄(奥维云网数据显示,前8 周冰箱、洗衣 机线上累计销售量分别同比+4.7%/-2.6%),同时,2023 年2 月冰箱冷柜排 产量同比-0.5%、洗衣机排产量同比+27%,产业预期有所好转,因此我们预 计2 月冰箱、洗衣机内销出货或更为乐观。出口可见度仍较低,但欧美经济 韧性较强,根据欧盟统计局数据,欧元区1 月经济景气指数为99.9,环比 回升,美国1 月就业数据强劲,2 月出口或好于悲观预期。

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