3月彩电线上市场均价2644元，同比涨幅达50.6%。冰箱方面，两门产品形成价格洼地，多门产品价格增速明显，海尔新品包揽TOP5，对开产品更受青睐。多品类行业均价同比上升，唯商用冷冻柜形成低价壁垒。空调方面，变频产品结构占比提升，结构变化影响柜机变频均价同比下降。与上月相比，海尔TOP机型数量下降。

3月彩电线下市场均价4795元，同比增长39.2%，超大屏成为增长亮点。多门产品最受青睐，双门产品形式严峻，海尔成为行业领军，TOP10中机型占据8款。在冷柜方面，市场构建了强劲多元产品矩阵，产品均价同比上涨，其中海尔占据市场半壁江山，小冷冻柜销额最高。线下中高端滚筒市占提升明显，行业均价大幅上涨。

3月集成灶热度提升，线上市场同比增速破百，集成灶中高端市场火热，均价同比大幅上调；蒸烤一体机竞争力持续增强；烟灶蒸均价维稳，份额稳定增长。在品牌表现上，火星人居首位，前十品牌集中度提升，各大企业规模快速扩容。

Fuel dispenser is an important device in fuel stations, which is used to dispense or monitor liquid or gaseous fuel. It is used to pump liquid or gaseous fuels such as petrol, diesel, and natural gas into vehicles, aircrafts, storage tanks, or portable containers. Fuel dispenser system includes various parts including hydraulic, metering, and hose/nozzle portions. Design and construction of these systems depend on various factors such as number of grades, volume of business, fuel products, and facility size. Dispensers simultaneously deliver fuel and calculates the price of fuel delivered into the vehicle.

Thermal spray coating is a coating process that involves heating a material in powder or wire form to a molten or semi-molten state. The material is then coated on a surface using a stream of gas or compressed air. The coating material consists of a single material such as ceramics or can be alloy or composite with unique physical properties. The report includes the study of the thermal spray coating market with respect to the growth prospects and restraints based on the regional analysis.

A servo motor is a device that rotates the parts of a machine with the help of a servo drive. The servo drive amplifies signals (analog or digital) and sends it to the servo motor that ultimately controls the speed and precision of the shaft (end component of a servo system). A servo motor is a combination of a regular motor and a sensor for positional feedback. The controller is one of the important components of the servo motor that is designed to control the positioning of the servo motor. A servo motor is a closed-loop mechanism that incorporates positional feedback to control rotational or linear speed. It is an amalgamation of several parts and combinations.

A speaker amplifier is an electronic device, which is used to increase the amplifier-sound from low power electronic audio signal to high level audio signal for loudspeakers or headphones. It is used in sound systems such as home audio systems, musical instruments systems, loudspeakers, and sound reinforcement. The purpose of an amplifier is to increase vibrations to the maximum extent of signals without affecting the frequency or any wavelength, and help improve the efficiency of the system. Audio amplifier is also used in wireless communication and broadcasting.

Deep hole drilling machines are utilized for drilling holes with depth-to-diameter (D:d) more than 10:1 and up to 400:1. It is especially designed for manufacturing accurate and straight drilled workpieces, which find application in various industries, including automotive parts, medical and surgical tools, aerospace & defense and related machinery parts. The report on the global deep hole drilling machines market presents a detailed analysis of the trends, future estimations, and thorough study of the market depending on type, operation, end-user industry, business type, and region. The type covered in the study include BTA drilling machines, gun drilling machines and skiving & burnishing machines. The report further provides information on operation of deep hole drilling machines, which include CNC and non-CNC. Moreover, the report also covers different end-user industries of deep hole drilling machines, including oil & gas, medical, automotive, construction & mining equipment, energy, die & mold, aerospace, heat exchanger tube sheet, military & defense and others. On the basis of business type, the market is bifurcated into OEM and aftermarket.

The growth of Bluetooth speakers has been significant over the years, where the momentum is attributed to the residential spaces. Improvements in the wireless connectivity technology, including Wi-Fi to connect to devices such as smartphones, PCs, tablets and other wireless controllers, have also fueled the growth. Innovations, rising technological advancements in the market, increase in disposable income, urbanization and economic influences have paved the way for traction in the recent past. In addition, the demand for advanced audio equipment is encouraging vendors to indulge in new product development for attracting new consumers. The entry of Bluetooth version 5.0 will further witness its advancements in integrating with the IoT based devices and mesh networks, which can influence the consumers perception towards connectivity platforms.

A rectifier is a two-lead semiconductor that enables current to pass in only one direction. It is an electrical component that converts alternating current (AC) to direct current (DC). It is used inside the power supplies of nearly all electronic equipment. Also, in power supplies, the semiconductor rectifier is normally placed in series following the transformer, a smoothing filter, and possibly a voltage regulator. It is typically used as a polarity guard for electronic circuits, which eliminates the hazards of an accidental reversal of supply voltage.

Uninterrupted power supply (UPS) system is a power back up device. It offers systematic shutdown of electrical appliances. This study provides information on the usage of uninterrupted power supply (UPS) system in various end-use industries. The study is segmented on the basis of type (online, offline, and line interactive), rating (<5 KVA, 5-<50 50-200="" and="">200 KVA), end user (residential, industrial, and commercial), and region (North America, Europe, Asia-Pacific, and LAMEA). The study mostly deals with the usage of uninterrupted power supply (UPS) system mainly in large data center and telecommunication enduse industry. The study also includes in-depth information of top market players and their competitive analysis in the uninterrupted power supply (UPS) system industry.50

A modular chiller is a small packaged chiller that is combined with another module to make one large chiller. Modular chiller consists of regulators, compressors, and refrigerants. The modular chiller is designed to meet the high cooling capabilities with high efficiency and high reliability. The modular chiller has a cooling capacity of less than 1,000 tons. The global modular chiller market is segmented on the basis of product type, capacity, application, and region. Based on product type, the market is divided into air cooled modular chillers and water-cooled modular chillers. Based on the capacity, the market is divided into below 300 tons and more than 300 tons. Based on application, the market is categorized into residential, commercial, and industrial.

An ice maker, which is also known as ice generator or ice machine is an appliance that generates ice artificially. There are different types of ice maker available in the market. These include food processing, healthcare, retail outlets, food service, and others. The global ice maker market is analyzed on the basis of its prospects and future growth rate. The report highlights numerous factors that influence the growth of the market. These include market forecast, drivers, restraints, opportunities, and role of different key players operating in the market. By application, the market is divided into retail outlets, food service, food processing, healthcare, and others. Moreover, the report focuses on different types of ice maker including countertop ice maker, undercounter ice maker, modular ice maker, and ice dispenser. Furthermore, it includes the revenue generated from the sales of ice maker across North America, Europe, Asia-Pacific, and LAMEA.

Frequency converters are used to change the frequency of various applications such as motors, pumps, fans, compressors, and others in the industrial sector to increase the speed of the manufacturing process and decrease the overall consumption of electricity. These are also called AC drives or VFDs (variable frequency drives). Global trends such as urbanization, growth in industrial automation, energy efficiency, and increased penetration of renewable energy are expected to support the growth of frequency converters.

Vending machine is an automated machine that provides items such as foods, beverages, cigarettes, and others. These machines are mostly used in retail sites, public transport hubs, airport, and other public places that provide fast foods. Vending machines are product-oriented machines, which offer different types of products. The base year of the global vending machine market is 2019 while 2020 is the estimated year, wherein the forecast period is 2021-2027.

Medium voltage (MV) is a range of electricity distribution system voltages from 3.3kV to 33kV. Cable accessories for medium voltage have similar design and performance requirements as that of cables of same voltage range. The scope of the report discusses the potential opportunities for the key players to enter the global medium voltage cable accessories market. Furthermore, it provides an in-depth analysis of the market, outlining current trends, key driving factors, and key areas of investment. The report includes Porter’s five forces analysis to understand the competitive scenario of the industry and role of each stakeholder in the value chain. Moreover, it features the strategies adopted by key market players to maintain their foothold in the market.

全球碳中和：第三次能源革命正如火如荼。在人类历史进程中，世界能源结构已发生过两次转换，当前正在经历传统化石能源向新能源的第3次重大转换。化石燃料消费是二氧化碳排放增加的主要来源，电力行业是最大的碳排放行业，占总排量的38%。碳中和已成为各国追求的共同目标，占全球碳排放量65%的国家开始碳中和，2050年是全球实现碳中和的主要时间节点（中国承诺2060年前实现碳中和）。

硅料环节价格涨势未歇，硅片环节继续跟涨。2021 年作为“十四五”开局之年，全新平价时代的光伏产业迎来的是全球碳中和目标主流趋势下爆发式的市场需求预期，光伏产业链各环节产能快速增长。因各环节进入壁垒和扩产周期的差异，供给能力出现结构性短缺，硅料环节成为供给产业链“卡脖子”环节，产业链价格同步“激荡不安”。硅料价格继续冲高，硅片环节继续跟涨传导成本压力。

我们梳理2021Q1 机构持仓变化后发现，与2020 年板块性增持的情况不同，21Q1即使处于相同子板块，头部公司的增减持方向也有较大差异。主要原因在于经历2020 年上涨之后，行业头部公司估值多数处于历史估值相对高位，此背景下就会出现机构判断股票相对低估、相对高估的情况，自然也会出现同一子板块的头部公司，增减持幅度差异较大的情况。

中国十四五明确碳减排、碳中和的战略高度，拜登明确2万亿美元复苏计划的细则。1）两会期间，国家发布十四五规划和2035年远景目标纲要，将碳减排、碳中和提升到国家战略高度，明确提出要落实应对气候变化国家自主贡献目标，制定2030年前碳排放达峰行动方案。2）拜登2万亿美元复苏计划明确，倡议延长可再生能源项目的税项优惠，目标是到2035年消除电网中的碳排放。3）美参议员提出禁止美国联邦资金用于采购在中国、尤其是在新疆生产/组装的太阳能电池板。4）印度总理批准新能源与可再生能源部（PLI）计划的提案，制定了在未来五年内支出6亿美元的投资计划。