行业研究报告题录
制造业--专用设备制造业(2022年第9期)
(报告加工时间:2022-05-05 -- 2022-05-29)

行业资讯

境内分析报告

  • 2022年“十四五”中国体外诊断行业市场前景预测及投资研究报告
    体外诊断是指在体外通过对人体体液、细胞和组织等样本进行检测而获取临床诊断信息,进而判断疾病或集体功能的诊断方法。体外诊断在医疗领域被誉为“医生的眼睛”,是现代检验医学的重要构成部分。面对新冠疫情的大考,防护物资、诊疗设备及时扩能扩产,诊断试剂、治疗药物、新冠病毒疫苗应急研发和产业化成效突出,多条技术路线的新冠病毒疫苗顺利实现产业化,并且在短时间内形成了全链条质量安全管控能力,有效满足国内接种需求,为全球抗疫做出积极贡献。

境外分析报告

  • 全球自动乳腺超声系统 AUBS 市场
    The demand for automated breast ultrasound systems is on a rise owing to the rising incidence of cancer, technological advancements, and various initiatives that were undertaken to raise awareness regarding breast cancer and its treatment across the globe. The increasing prevalence of breast cancer across the globe is anticipated to spur the demand for automated ultrasound over the forecast period. Cancer is the second leading cause of death, globally, and breast cancer is one of the most commonly occurring cancers in women. Due to the rising prevalence of cancer across the globe, key companies are launching technologically advanced products to strengthen their foothold in the market.
  • 全球 L2+ 高级驾驶辅助系统 (ADAS) 增长机会
    Though not officially recognised by SAE under SAE levels of autonomous driving, L2+ is a new level of autonomy, adopted by the automotive industry, which bridges the capability and requirements gap between Level 2 and Level 3 automated driving. Over the next few years, L2+ is expected to enjoy a larger market share than L2 and L3 have. The higher adoption of L2+ will provide a larger number of consumers, with access to and acceptance of automated driving systems.
  • 全球商业无人机系统展望2021年
    Autonomy and artificial intelligence (AI) are, and will remain, the main drivers promoting commercial UAS adoption and associated market growth. Autonomous flight reduces the need for expensive manpower whereas AI-driven data collection and processing reduces the time it takes to produce results that directly impact decision-making.
  • 全球汽车门把手市场报告
    Automotive Door Handle Market have a positive outlook regarding the growth of the automotive industry. The Automotive Door Handle Market is matured one and likely to grow strongly in APAC region. There is potential for high demand in North America and Europe as well. Companies are collaborating with existing players in the Asia Pacific due to the abundance of population with growing need for the car modification.
  • 全球商用锅炉市场(2021-2030年)
    A commercial boiler is a pressurized system that creates heat by burning combustible fuel to provide heating for residential and commercial buildings. Burner, combustion chamber, heat exchanger, controls, and exhaust stacks are just a few of the components that make up a commercial boiler. These add-ons are essential for a commercial boiler's optimal operation. However, due to efficient operation of commercial boilers, regional governments have mandated the installation of safety accessories in commercial boilers under the Code of Federal Regulations (CFR) and the India Boiler Regulation (IBR).

投资分析报告

  • 医疗器械行业:高基数下增速强劲,关注自主创新+品牌出海-医疗器械板块2021年报总结
    21 年器械板块收入在高基数下实现20%快速增长。2021 年国内医疗秩序显著复苏,病人就诊、医院采购等常规活动逐渐接近疫情前水平,常规业务快速增长;同时部分区域新冠疫情屡有反复,相关耗材、诊断产品持续贡献增量业绩,医疗器械行业在去年高基数的基础上仍然保持较好的增速。2021 年医疗器械上市公司收入增长20.76%,扣非净利润增长17.01%;利润增速略低于收入增速,主要系部分新冠相关业务价格下降所致。
  • 国防军工行业:自杀式无人机-低成本精确制导武器
    美国总统拜登今年3 月16 日宣布将向乌克兰提供8 亿美元 额外军事援助,其中包括100 个“弹簧刀300”巡飞弹。此后陆 续提供了多批,数量已经达到400 枚。4 月21 日美国又宣布了新 一轮对乌克兰8 亿美元军事援助,其中包括121 套“凤凰幽灵” 巡飞弹,据称该弹是美国专门为乌克兰研制的定制版。巡飞弹是 无人机技术和弹药技术有机结合的产物,可看作是“自杀式无人 机”,或者是“可以飞行并锁定目标的手榴弹”。
  • 医药行业:2022Q1因抗原检测放量提速,控费背景下关注医保免疫和两低赛道-医疗器械板块2021年报告
    2021年和2022Q1板块总结:器械板块(113家样本公司,含科创板)2021收入2713亿元(+20.1%),归母净利润702亿元(+20.1%),在2020年高基数下依旧稳健增长,毛利率57%,四费率26%, 净利率26%,盈利能力维持高位。分季度看,2021Q2~Q4医疗器械板块单季度因高基数增速放缓,22Q1单季度收入1066.4亿元(+55.6%),单季度净利润385.5亿元(+74.3%),由于新冠抗原检测试剂放量而提速明显,22Q1单季度毛利率62.6%(+2.6pp),单季度四费率19.1%(-3.2pp),单季度净利率36.2%(+4.8pp),盈利能力再创新高。剔除新冠检测试剂(抗原+核酸)的干扰,22Q1单季度收入492.4亿元(-3.8%),单季度净利润100.2亿元(-35.9%),因2021Q1高基数以及2022Q1疫情导致常规业绩承压。

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