Mobile concrete mixer are categorized by the mixers on their concrete making capacity into less than 6m³, 6- 10m³ and above 10 m³. These concrete mixers are mounted on truck chassis or a trailer chassis. For the purpose of analysis, the report segments the global mobile concrete mixer market based on capacity, product type, chassis type, and region. The report also provides information about various types of mobile concrete mixer and revenue generated by sales of mobile concrete mixers which are sold through new sales and aftermarket sales.

Advancement of railway infrastructure and increasing number of travel passengers can be attributed as primary driving factor for the growth of rail wheel sensors market. Railway sector is giving significant emphasis on passenger safety and betterment of railway infrastructure in order to minimize the number of accidents. Thus, railway sector is highly emphasizing on remote monitoring activities which in turn will drive the demand for rail wheel sensors. Increasing number of railway projects, metro projects and other projects related to railway infrastructure are estimated to boost the growth of global rail wheel sensors market. Rising adoption of automation technologies in railway sector has upsurged the demand for different types of sensors for the better performance of the railways which have positive impact on the rail wheel sensors market.

Advancement of railway infrastructure and increasing number of travel passengers can be attributed as primary driving factor for the growth of rail wheel sensors market. Railway sector is giving significant emphasis on passenger safety and betterment of railway infrastructure in order to minimize the number of accidents. Thus, railway sector is highly emphasizing on remote monitoring activities which in turn will drive the demand for rail wheel sensors. Increasing number of railway projects, metro projects and other projects related to railway infrastructure are estimated to boost the growth of global rail wheel sensors market. Rising adoption of automation technologies in railway sector has upsurged the demand for different types of sensors for the better performance of the railways which have positive impact on the rail wheel sensors market.

The increase in geriatric population, and the increase in prevalence of chronic diseases, technological advances in imaging methods and the rising adoption of imaging devices in medical evaluations are the major key drivers of the Global Microfocus X-ray Source Industry Market. The aging of the population is expected to increase the prevalence of various chronic diseases, resulting in high demand for medical imaging devices. The market growth is propelled by stringent regulations by various governments regarding industrial safety and product quality, increasing demand for NDT services in automotive and aerospace industries, advancements in software that are integrated into radiography systems, and the preventive maintenance of industrial equipment.

全球进入白电更新换代周期+渠道商补库周期，压制行业估值的四大因素已有边际改善：在更新换代需求下，预计2021-2025 年全球白电将以4%复合增速稳健增长，美国主要渠道商库存在2021 年8 月已降至疫情前（2020 年以前）7 成左右，我们预计2022 年上半年将迎来渠道商补库周期。

“十四五”期间，核电设备市场空间或达千亿。“碳中和”背景下，核电凭借高能效、污染小、环境友好、单机容量大、发电量稳定等优势，将成为未来基荷能源的重要组成部分。截至2021 年9 月30 日，我国运行核电装机容量为5349 万千瓦，据中国核能行业协会《中国核能年度发展与展望(2020)》，到2025 年我国在运核电装机达到7000 万千瓦，在建3000 万千瓦，到2035 年在运和在装机容量合计达到2 亿千瓦。按每台机组100 万千瓦装机容量计算，2022-2025 年间核电建设有望按照每年7-8 台机组推进，每年核电市场空间约为825-1350 亿元，其中设备市场空间约为413-675 亿元/年，2022-2025 年市场总规模为1648-2700 亿元。

锂电设备：关注海外扩产加速+头部设备商产能稀缺性，看好各环节设备龙头盈利能力持续改善。相对于2021年国内电池厂的大规模扩产，我们认为海外电池厂类似的大规模扩产有1-2年滞后。2021年10月以来，先导智能&杭可科技&利元亨均推出限制性股票激励计划,从业绩目标上来看，三者均更注重盈利能力的提升，我们认为市场进入卖方市场和设备企业规模效应下，2022年锂电设备商净利率将持续提升。

2021 年12 月美国乘用车整体销量126.8 万辆，同比-24%，环比+19%；新能源汽车销量7.7 万辆，同比+77%，环比+6%，渗透率6.1%，环比-0.7pct；其中纯电动车销量5.9 万辆，同比+72%，环比+6%；插电混动车销量1.8 万辆，同比+95%，环比+8%。2021年美国新能源汽车累计销量65.2 万辆，同比+101%，累计渗透率4.2%，同比+2pct。

据工程机械协会数据，2021 年12 月我国挖掘机总销量为24,038 台，同比减少23.8%。其中，国内销量15,423 台，同比减少43.5%；出口8,615 台，同比增长104.6%。2021 年1-12 月，我国挖掘机累计销量为342,784 台，同比增长4.6%。其中，国内销量274,357 台，同比减少6.3%；出口68,427 台，同比增长97.0%。12 月小松中国挖掘机开工小时数为110.0，同比下滑14.4%，仍处于近五年同期最低水平。

空调出货端略有下降： 2021 年12 月空调内外销相较2020 年同期分别同比-5.4%/+5%；较2019 年同期-12%/+37%。整体出货规模同比2020 年下滑0.3%，终端需求偏弱。从份额表现看：格力、海尔线上份额上升，海尔线下份额提升。

2021 年我国新能源汽车销量达352.1 万辆，同比+157.5%，渗透率达13.40%，相较2020 年新能源汽车渗透率提升8 个pct。新能源汽车高速增长带动上游动力电池持续爆发，2021 年我国动力电池装机量达154.5GWh，同比+142.8%。根据各主流动力电池厂商产能扩张规划，到2025 年产能规划将达到2900GWh，相较目前产能仍有4 倍增长空间。自2020 年四季度以来，动力电池厂商开启新一轮扩产周期，带动锂电装备公司订单大幅暴涨，收入业绩加速兑现。当前时点，新能源汽车渗透率仍然不高，还有很大提升空间，我们认为2022 年行业景气度有望持续，建议重点关注锂电装备行业。

2022 年将是氢能及燃料电池行业的爆发元年，我们建议关注市场空间较大、业绩增幅明显的制氢环节，首推具备地理位臵优势及资源优势的九丰能源；其次建议关注政策力度较大的广东地区相关公司，如美锦能源、雄韬股份。

能源转型全球接力，电动化时代驱动充电桩需求抬升。随着碳减排推进，新能源汽车成为调节能源消费结构的方式之一，快速增长的新能源汽车市场加大了对充电桩的需求。截至2021 年底，全国新能源汽车保有量为784 万辆，同比增长59.25%；充电基础设施保有量达261.7万台，同比增加70.1%，其中公共充电基础设施114.7 万台，随车配建充电桩147.0 万台。据乘联会预测，随着电池和整车集成技术的提升，新能源汽车有望突破600 万辆，充电桩市场需求将进一步扩张。

核心观点：目前家电板块内的重点公司估值均处于偏低位置，在稳增长政策的预期下，我们预计公司板块将有比较明显的估值修复空间。家电行业目前拥有“2022 年相对更好的基本面”、“估值水平整体处于低位”、“公募基金配置少” 三大核心优势，重申板块的配置价值。

医疗器械产业是集成性相当高，对技术要求也很严格的行业，需要充分的融合生物技术与医疗技术，而且医疗器械产业的发展直接关乎疾病的防治，可以说是对人身健康有着直接影响的重要民生产业，基于其重大的社会意义，本文拟从医疗器械产业发展状况以及未来发展问题的深入分析，展开对产业效能提升方面的探究，希望能够有一定的积极作用。