行业研究报告题录
制造业--专用设备制造业(2020年第17期)
(报告加工时间:2020-08-31 -- 2020-09-06)

境外分析报告

  • 全球葡萄酒生产机械市场报告(2020-2027年)
    Wine production machinery is used for production of wine from white grapes, black grapes, and other special varieties of grapes. There are various types of equipment used for wine production in the industry. The report includes type of wine production machinery such as tanks & fermenters, crushing & pressing equipment, temperature control equipment, filtration equipment, and others.
  • 全球呼吸机市场监管格局分析和预测(2021-2030年)
    Coronavirus belongs to a family that includes viruses causing common cold to middle east respiratory syndrome (MERS), and severe acute respiratory syndrome (SARs), as per the World Health Organization (WHO). The novel coronavirus is a newly discovered strain and is also known as COVID-19 and has led to a rapid rate of respiratory infections and deaths globally. The disease primarily spreads through droplets of saliva or nasal discharge of an infected person, when such a person coughs or sneezes. The common symptoms of the disease are fever, cough, difficulty in breathing, fatigue, loss of smell, tenderness, and muscle pain, among others. The spread of the disease can be avoided through washing hands with soap and water at regular intervals, avoiding contact with those infected, and using a medical facemask. The following figure illustrates the crucial information regarding novel coronavirus spread, its symptoms, susceptibility, and the preventive measures against the disease.
  • 全球伤口管理器械市场报告(2019-2026年)
    The report provides market dynamics and trends related to the global wound management devices market. In addition, it presents market estimations and forecast. The study estimates the revenue generated from the sales of wound management devices directly from a company and does not include revenue related to wound management services such as consulting and rehabilitation services. The valuations comprise revenue generated from devices, which are used during wound management therapies. However, the report does not include revenue generated by dealers, traders, or brokers of the market during the supply of these devices in hospitals, clinics, and surgery centers. Furthermore, it excludes revenue generated from post-sale services of these devices.
  • 全球涡轮增压器市场报告(2020-2027年)
    Turbocharger is an integral part of internal combustion (IC) engine, which improves its performance by increasing the amount of air intake in the combustion chamber with the help of ejected burnt air. The global turbocharger market is expected to exhibit a notable growth in the coming years as these chargers ensure optimum engine performance and enhanced fuel efficiency. Turbochargers swiftly gained popularity as they find wide applications in light commercial vehicles, heavy commercial vehicles, ships & aircraft, heavy duty vehicles, and locomotives, owing to several benefits such as enhanced fuel-efficiency and improved engine performance in terms of power and output.

投资分析报告

  • 机械设备行业:周报(第三十五周)
    海外疫情促进全地形车普及从而吸引新增用户;2)乘国内消费升级春风,高性价比产品具有优势,推荐 有望成为玩乐类车辆全球龙头的春风动力。工程机械方面,2020 上半年疫 情影响减退,工程机械行业销量快速反弹。我们认为,地产基建投资轮动, 2020 年工程机械行业有望维持平稳增长
  • 机械行业:军工材料上半年业绩大幅增长,继续关注投资机会-周报
    上周机械指数上涨 2.86%,差于创业板指(4.76%),但强于上 证指数 (0.68%)和沪深 300(2.65%)。上周光伏设备(中信)(9.27%)、 仪器仪表Ⅱ(中信)(5.75%)等子行业表现居前;半导体设备(中信) (-4.07%) 铁路交通设备(中信)(-0.53%)表现较差。上
  • 智能制造行业:半导体清洗设备,筑芯片良率保障墙,看国产品牌角逐差异化
    投资建议:国产半导体清洗设备厂商迎来行业扩容和国产替代的重要机遇:一方面,随着芯片工艺的进步及芯片结构的复杂化,清洗设备量价齐升,行业规模有望扩容;另一方面,受益于国内芯片产线的加速建设和产能爬坡,国内清洗设备厂商通过差异化路线追赶,份额有望快速提升。建议关注国产半导体清洗设备代表盛美股份、北方华创、至纯科技和芯源微。

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