Automatic milking machines, also known as robotic milking systems, are designed to milk dairy animals, particularly cows, without human intervention. These systems utilize advanced technologies such as sensors, laser technology, and software-based systems to ensure efficient and hygienic milking processes. The integration of data analytics and herd management software enables farmers to monitor the health and productivity of their livestock, further enhancing farm efficiency.

Global Home Appliances Market Report - Industry Analysis, Size and Growth Trends (2023 - 2029)

An automatic door, also known as an auto door, is a door that opens and closes automatically without the need for human intervention. These doors typically operate using sensors that detect the approach of a person or object, triggering the door to open.

An industrial boiler is a closed vessel with a provision to store water that is heated using a furnace or an industrial burner. Fuels such as coal, natural gas, biomass, and fuel oil are used to generate hot gases that transfer a significant portion of their heat to the boiler vessel, thereby heating the water through the convection process. In most applications of industrial boilers, hot water is utilized to produce steam with a pre-determined temperature and pressure.

Bicycle gearing is a feature of the drivetrain that determines the rate at which the riders are peddling to the rate at which the drive wheel rotates. There is a shifting mechanism that allows the proper selection of the gear, which is effective in increasing the comfort of riding. For instance, top gear can be used for riding downhill, medium for a flat road, and low for uphill.

An autoclave is an instrument that is designed to operate at high pressure and temperature to sterilize equipment and materials. It also helps in decontaminating medical or biological waste before disposal. The high temperature generated inside the chamber of the autoclave helps in killing the microorganisms and spores present in the materials placed inside the chamber.

An industrial weighing machine is a device used to measure the weight of objects across various industrial sectors. Designed for heavy-duty use in demanding environments, these machines are built to provide precise and reliable weight measurements. They are crucial in industries such as manufacturing, logistics, packaging, and quality control, where accuracy in weight measurement is vital for ensuring operational efficiency and adhering to regulatory standards. Engineered for durability, industrial weighing machine are capable of withstanding tough conditions while maintaining high-performance levels.

The atomic clock market is primarily driven by advancements in timekeeping technologies and the increasing demand for precise time synchronization across various aerospace and defense applications. The atomic clock market has a diverse range of atomic clock solutions, with rubidium (Rb), cesium (Cs), and hydrogen (H), as well as Maser Atomic Clocks, being prominent types. • The aerospace and defense sector has emerged as a major end-user of atomic clocks. Defense industry use cases leverage atomic clock accuracy for applications such as combat aircraft, unmanned vehicles, armored vehicles, and naval ships. Space end-users rely on atomic clocks for satellite systems, space launches, and ground stations, which highlights the extensive adoption of atomic clock technology in critical sectors.

An industrial enclosure is a cabinet that protects electrical and electronic devices and components from hostile environments. It can also be used for systematic cable management organizations in industrial applications.

Industrial mixers are mechanical equipment used for mixing different substances (solid or fluid) to produce a homogenized mixture. These mixers are designed to handle the mixing of substances of different viscosities, temperatures, and pressures. They use shafts, screws, blades, ribbons, impellers, or propellers for mixing substances.

磁传感器是系统感知层的核心器件，在技术演进与多元应用驱动下加速发展。磁传感器通过磁电转换实现非接触式测量位移、角度、电流等物理量，在降低 设备损耗的同时，具备复杂环境耐受性及性价比优势。按技术路径划分，据 QYResearch 数据，2024 年霍尔效应传感器以 64%的市场份额占据主导地位， 因成本优势与稳定性被广泛应用于消费电子及工业等领域中；磁阻效应（AMR/GMR/TMR）传感器则凭借高精度、低功耗特性加速渗透，其中 TMR 因灵敏度与温度稳定性突出，逐步在汽车动力系统、工业机器人及数据中心等高端场景实现对传统方案的替代。按功能应用划分，磁传感器包括位置、速度、开关、电流及电子罗盘等多种类型，全面覆盖汽车电子、机器人、工业、新能源及消费电子等场景。根据 Yole 统计，2023 年全球磁传感器市场规模为 29 亿 美元，2029 年将增长至 37 亿美元，CAGR 为 4%，其中汽车电子、工业和消费电子为磁传感器最主要的应用市场。

近期关税压力边际缓解，我们建议聚焦 AI 端侧、汽车智能化等创新主线，看好消费电子板块修复弹性；苹果业绩会表示在其库存和供应链优化下 Q2 受关税影响很小，我们认为后续其仍有望最大化规避潜在的 232 行业关税，建议把握跟随苹果全球化布局、具备成本效率优势的低估优质公司，并关注 WWDC 大会 AI 创新及后续新品零部件创新；安卓链方面，国内品牌受关税影响小，关注补贴政策及 AI 创新带来的潜在销量提升机会；把握 AI 穿戴主线，尤其关注今年将迎发布潮的 AI 眼镜、耳机、玩具、运动相机产业链；把握汽车智能化产业链重构机遇，关注华为/小米/特斯拉汽车链；特斯拉为首的企业加速布局人形机器人赛道，今年产业链将迎来 0-1 阶段。

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电力设备与新能源行业：风光储盈利修复，电网景气持续兑现－风光储电业24年及25Q1业绩总结

电力设备行业：复苏趋势确立，4月同比增速创年内新高－欧洲电动车销量月报（2025年4月）-开源证券

小家电板块子行业众多，整体较为分散。清洁电器、净水器、电饭煲以及台式微蒸烤是规模较大的细分板块，从增速来看，咖啡机、清洁电器、净水器、榨汁机以及净化器同比增速居前。从赛道维度对比，清洁电器自 2015 年以来销额保持正增长，咖啡机自 2022 年以来销额保持正增长。2024 年 10 月以来，在国补助力下，小家电品类终端销额表现明显回暖，2024 年 10 月 - 2025 年 3 月的 6 个月累计销额同比数据中，咖啡机、清洁电器、净水器、榨汁机、净化 器销额同比增速居前。量价拆分来看，国补对刚需品类价格拉动明显。

机械行业：关注聚变－裂变混合堆投资机会

机械设备行业：关注出口链及科技成长等细分领域－2024年报及2025年一季报业绩综述

机械行业：经营整体稳健，积极关注人形机器人等成长板块－2024年年报及2025年一季报总结