Garden hand tools have supported people in their gardening activities over the last few generations. The garden hand tool category of gardening tools consists of power tools and water equipment. The global demand for garden hand tools was estimated at about $17.28 billion in 2020 and is expected to hit a value of $21.53 billion at a CAGR of 3.73% by 2026. The effective utilization of hand tools requires a proper study about the tool for the specific work to be carried out to improve productivity and reduce the margin of error. Lack of knowledge or negligence can lead to injuries. Moreover, proper usage and storage of the tools to avoid rusting are crucial. Digging, striking, and cutting functions require optimum input from the hand tools despite the dominance of other tool categories. Spades, shovels, pruners, augers, cultivators, shears, gardening forks, hoes, and saws are found in the basic tool kits of professional gardeners, horticulturists, and home gardeners today, signifying the momentum of hand tools.

Desalination is a procedure that helps in separating dissolved salts and other minerals from seawater, brackish water, and groundwater & surface water. It is deemed as an alternative sustainable supply of freshwater with the requisite quality and quantity. The key advantage of desalination is that it can provide high-quality drinking water for consumption in areas of water scarcity. Desalination addresses diminishing freshwater supplies as the countries are looking for solutions to deal with water scarcity caused by climate change, industrial development, pollution, and population growth. Innovations in technology have improved energy efficiency, where larger economies of scale have also aided in reducing costs, thereby assisting in the growth of the overall water desalination market.

ASMI 在2021Q4 业绩说明会上表明，公司21Q4 的销售收入和订单情况再 次创历史新高，21 全年的销售收入17.30 亿欧元，同比增长34%并连续五 年保持两位数增速，其中设备销售额14.08 亿欧元同比增长38%，主要得益 于ALD 产品线的强劲增长，Epi 也表现出强劲增长。

我国之前部分发动机产自俄罗斯/乌克兰，未来强调自主可控/国产化。此外在航空航天用高温合金/碳纤维原丝、高端芯片/电子元器件等国防装备领域依然部分存在对国外供应链的依赖，后续上述领域“自主可控”进程或有望加速。俄乌冲突开始后，俄罗斯面对西方国家全方位制裁封锁，涵盖民航运输、电子电信、航空航天、炼油等多个重要领域。未来国防军工企业在立足军品主业的同时，相关民品（如民航大飞机、民航发动机、新能源汽车连接器、培育钻石等领域）也需重视。

新增订单和存量订单交付催化行情：2021年，导弹领域相关上市公司披露的合同公告金额达72.28亿元（扣除公告非导弹相关业务金额），较上年同期增长35.82%；由于国防预算增加以及武器升级需求迫切，我们预计十四五期间行业相关订单增长率会继续保持此增速。2021年上半年，上市公司与导弹相关性较强业务营业收入64.74亿元，较上年同期增长16.77%。营业收入增速小于合同公告披露金额增速，表明2021年签署合同尚未完全释放。

2022 年2 月共计销售各类挖掘机械产品24,483 台，同比下降13.5%。其中，国内市场销量17,052 台，同比下降30.5%；出口销量7,431 台，同比增长97.7%。2 月国内销量17052 台，同比下降30.5%，国内销量增速环比收窄明显。2 月出口销量7431 台，同比增长97.7%，继续保持接近翻倍的增长，2 月出口销量占当月销量比例30.35%。