Machine vision in the healthcare sector used to offer imaging-based automatic inspection and analyze the image for application such as process control and robotic guidance. Surge in adoption of artificial intelligencebased technologies and big data in healthcare, rise in demand for automation in healthcare applications, and increase in adoption of personalizes medicines are some of the factors that drive the growth of the machine vision system market. However, a shortage of skilled professionals is acting as restrain and hampers early adoption in developing countries. Further, the adoption of cloud-based healthcare solutions is expected to provide lucrative opportunities for the global machine vision industry during the forecast period.

Electric kick is a powered stand-up scooter using an electric motor. It is equipped with rechargeable batteries and has the capability to offer power to one or more electric motors. Kick scooters have emerged as a costeffective urban commute option in recent times. This is attributed to the sleek design and the ease of use it offers. E-kick scooters are simple to operate, convenient for all age groups, and serve as an environment-friendly means of transportation, in comparison to motored vehicles. These scooters are now being considered as viable transportation option due to their power capacity, long distance range, and moderate speed. The popularity of electric kick scooter is on an increase, due to rapid urbanization and surge in vehicular traffic on streets.

Chillers are devices that eliminate heat from a fluid through a vapor-compression or absorption refrigerant cycle, and discard that heat elsewhere. Cool fluid generated by the chiller is dispersed within a heat exchanger to cool and dehumidify fluid in various commercial, industrial, and medical facilities. In addition, ice cold water is utilized for different industrial applications, which include food processing, patient cooling, equipment cooling, and others.

国家统计局发布2021 年1-6 月社零&房地产行业数据，1-6 月家电社零&地产数据同比高增，前期受疫情抑制的地产竣工、销售持续兑现，同时新开工增速、销售增速与竣工增速的缺口仍在，家电内销复苏趋势不改。内销复苏仍在不断验证，建议关注高景气度子行业相关龙头。21M6 竣工面积增速水平较高，2021 年是房地产竣工大年，叠加为了满足监管的要求，房企本身也有加快竣工的诉求，预计今年地产竣工会继续回升。这一回升力度预计能够延续到2021 年末至2022 年上半年。新开工增速、销售增速与竣工增速的缺口仍在，家电内销有望持续受益。

前驱体的生产属于湿法加工，与正极材料的火法生产有显著差异，且前驱体从根本上决定了正极材料的性能发挥，目前中国是前驱体加工的主要国家。从与下游正极材料企业的关系看，前驱体的定价模式类似，同为成本加成模式，因此产品结构（尤其是高溢价产品占比）和海外客户占比是企业间拉开价格和单位盈利的关键。相较于正极材料-前驱体一体化企业，技术快速迭代阶段专业化厂商有望通过广泛接触客户减少路径依赖和客户依赖风险。从行业竞争禀赋看，技术迭代决定上半场，资源禀赋决定下半场，专业化厂商在获得全行业客户订单方面更有优势，直接受益于行业需求增长。

隔膜行业特征：重资产，提高新进入者门槛；良品率低，龙头成本优势的根本来源；基膜核心是成本优势，涂覆核心是工艺及专利。中国隔膜企业对全球电池厂配套开启，中国隔膜厂商占据全球近半数市场，全球隔膜市场由头部企业主导。全球隔膜需求预测：湿法隔膜需求增速更加突出。