行业研究报告题录
制造业--电气机械和器材制造业(2017年第24期)
(报告加工时间:2017-07-17 -- 2017-07-23)

境外分析报告

  • 全球烘培搅拌机市场报告(2017-2021年)
    Baker mixers are among the most useful and versatile pieces of equipment in commercial kitchens. Top vendors in the market are providing innovative features and attachments, which include bowl guards and belt drive system. Top vendors in the market are trying to provide baker mixers with different capacities to cater to the needs of different end-users. For instance, pizza shops can make use of these baker mixers to mix hundreds of pounds of dough each day and small restaurants might need to make small quantities of mashed potatoes.
  • 全球砷化镓元件市场报告(2017-2021年)
    Gallium arsenide (GaAs) is a compound of gallium and arsenic. It is generally referred as compound III-V semiconductor, used in devices such as microwave frequency ICs, monolithic microwave ICs, solar cells, infrared light-emitting diodes (LEDs), laser diodes, and optical windows.This report covers the present scenario and growth prospects of the global GaAs components market for the period 2017-2021. To calculate the market size, the report covers revenue generated from the sales of GaAs components worldwide.
  • 全球吹塑机市场报告(2017-2021年)
    Plastic processing machinery is used to create plastic products using pellets, granules, and powdered forms of raw materials, such as resin and crude oil. Industrial plastic processing machinery includes machines, such as IMMs, extruders, BMMs, hollow molders, 3D plastic printers, and thermal forming machines. Plastic processing machinery finds applications in industries like packaging, consumer goods, and construction.
  • 全球保险丝座市场报告(2016-2020年)
    Fuse holders are electronic devices that are used for containing, mounting, and protecting fuses. Fuse holders basically come in two types: open and fully enclosed.Open fuse holders are fuse blocks, clips, plug-in caps, and socket varieties. Fully enclosed fuse holders use a fuse carrier, which is inserted into the holder or some other part to fully enclose the fuse.The global fuse holder market is likely to grow at a CAGR of 2.92% during 2015-2020.The power sector was the largest end-user of fuse holders in 2015, with a 54% shareof the market. We expect the power industry to be the fastest growing market (CAGR:3.23%) for fuse holders, due to the growing nvestment in power infrastructure by the emerging economies in APAC.
  • 全球花园和草坪工具市场报告(2017-2021年)
    Garden tools are used for the beautification and maintenance of residential and commercial gardens. They can be either battery-powered or manual.In this report, Technavio covers the present scenario and the growth prospects of the global garden and lawn tools market for 2017-2021. To calculate the market size, we have considered the revenue generated through the sales of different types of toolssuch as lawn mowers, power tools, hand tools, and garden accessories.
  • 全球灵活燃料发动机市场报告(2016-2020年)
    The use of flex-fuel engines is confined mainly to Brazil and the US, where there is a high penetration of flex-fuel vehicles. In 2014, Brazil had a penetration of 94% of flexfuel vehicles, while the US had 0.8%. Flex fuels are available at pump stations with variants such as E10, E15, and E85.Flex-fuel vehicles are segmented in terms of engine capacity such as compact-, midsize,and full-size. In Brazil, there is a high penetration of compact-size engines in vehicles with approximately 70% market share, while in the US, there is a higher market share for full-size vehicles. However, apart from Brazil and the US, there is a very low penetration of flex-fuel vehicles in other parts of the world. China has flexfuels vehicles running on methanol (M85), which are very less in number, while European countries such as Sweden and Finland have a marginal market share when it comes to flex-fuel engines.
  • 全球可穿戴设备电池市场报告(2017-2021年)
    Wearable technologies are advanced electronic devices that are worn as clothing or carried as accessories on the user's body to provide data about the consumer behavior, which is accessible through an associated application. Smartwatches: Samsung Gear and Apple Watch Smart bands: Jawbone UP and Fitbit AR headsets: SmartEyeglass Smart apparel and accessory products: Misfit Shine
  • 全球汽车温度传感器市场报告(2017-2021年)
    Temperature sensors are widely used in powertrain applications and climate control functions in the automotive industry. The use of sensors in the powertrain allowed the rapid electrification of mechanical components such as the development of automatic transmission in passenger cars. As a result, the automotive industry is progressively witnessing the adoption of temperature sensors. In addition, the growth in the automobile market will be the main driver for the growth of the global temperature sensors market. The drive for the autonomous vehicle has increased the use of automotive sensors in the vehicle. This will be a crucial driver for the adoption of the temperature sensors in the automotive segment.
  • 全球饮料包装机械市场报告(2017-2021年)
    Packaging machinery is used to pack products before dispatch to the distribution networks. Many industries, such as food and beverages, pharmaceuticals, personal care products, and others, utilize packaging products and services. Packaging also plays an important role in the marketing mix as it has an impact on the buying decisions of consumers. Packaging machinery are widely used for filling, coding, labeling, and wrapping.
  • 全球工业清洗市场报告(2017-2021年)
    Industrial cleaning is employed in various commercial spaces such as offices,hospitals, hotels, restaurants, and construction sites. The global industrial cleaning market is driven by the increasing demand from the janitorial segment and the growing awareness among end-user segments about the importance of hygienic and clean surroundings. The use of hazardous chemicals, which cause health or physicochemical issues and threats pose a challenge to the market. The key trend in this market is the shift toward green and sustainable cleaning. Fragrance will be a key attribute to the industrial cleaning market.North America and Europe are mature markets while emerging economies in APAC will drive the overall growth of the global industrial cleaning market during the forecast period. The top key vendors have a global presence and offer chemicals that are used in various industrial cleaning applications. Technavio estimates the global industrial cleaning market to grow at a CAGR of 4.67% during 2016-2021.
  • 全球保险丝座市场报告(2016-2020年)
    Fuse holders are electronic devices that are used for containing, mounting, and protecting fuses. Fuse holders basically come in two types: open and fully enclosed.Open fuse holders are fuse blocks, clips, plug-in caps, and socket varieties. Fully enclosed fuse holders use a fuse carrier, which is inserted into the holder or some other part to fully enclose the fuse.The global fuse holder market is likely to grow at a CAGR of 2.92% during 2015-2020.The power sector was the largest end-user of fuse holders in 2015, with a 54% shareof the market. We expect the power industry to be the fastest growing market (CAGR:3.23%) for fuse holders, due to the growing nvestment in power infrastructure by the emerging economies in APAC.
  • 全球电缆盘市场报告(2017-2021年)
    A cable tray is a subset of cable management systems. Cable trays are used to provide mechanical support and protection to electrical cables or wires that are used for power distribution and data communication within a building. They can support various types of wires — high-voltage power lines, power distribution cables, sensitive control wiring, telecommunication wiring, and optical cables. They are usually placed above false ceilings and in trenches. Cable trays are particularly useful in situations where changes to a wiring system are anticipated. New cables can be easily installed by laying them in the tray, instead of pulling them through a pipe.
  • 全球加油机市场报告(2017-2021年)
    This report provides a list of vendors that are active in providing fuel dispensers.Vendors are identified based on their revenue and market dominance in terms of experience, global presence, product portfolio, financials, and R&D. The report also presents the vendor landscape and a corresponding detailed analysis of the top vendors in the market.
  • 全球商业烘焙设备市场报告(2017-2021年)
    There has been a significant increase in demand for bakery products worldwide. The expansion of offerings from simple baked goods to a multitude of products across various categories (including healthy and organic offerings) is one of the key factors driving the growth of the global bakery market. This is expected to subsequently lead to an increase in demand for commercial baking equipment during the forecast period. Growing concern about obesity and related health issues is expected to increase the demand for healthy bakery products; end-users are incorporating healthy ingredients, like whole grains, in their products. Many of the end-users have also reduced portion sizes of their products, targeting the calorie conscious customers. They are also providing different designs and flavors to the customers.

投资分析报告

  • 机械设备行业:LNG现货市场表现火爆,持续看好天然气产业投资机会-周报
    上周市场在震荡中持续走高,但细分板块股表现分化。7 月10 日至7 月14 日,沪深300 指数上升1.29%,机械行业指数下跌1.99%,位于所有一级行业中的第17 位。期内机械行业所有细分子行业中,表现最好的三个细分子行业分别是农用机械、重型机械和机床工具,期内涨跌幅为+3.66%、+1.52%、+0.60%;表现最差的三个细分子行业分别是磨具磨料、环保设备和仪器仪表,期内涨跌幅为-6.74%、-5.30%、-4.72%。
  • 电力设备与新能源行业:政策、产销和海外共振继续看好电动车反转行情
    本周电气设备指数上涨 1.72%,涨幅领先大盘。锂电池指数上 涨 7.31%,新能源汽车指数上涨 4%,光伏板块上涨 2.76%,核 电板块上涨1.84%,二次设备上涨1.51%,发电设备上涨1.13%, 一次设备上涨 0.84%,风电板块上涨 0.51%,工控自动化下跌0.54%。涨幅居前五个股票为正海磁材、亿纬锂能、寒锐钴业、 厦门钨业、洛阳钼业;跌幅居前五个股票为斯迈柯、中环装备、 天壕环境、金科股份、北京科锐。  行业层面:电动车:国务院副总理马凯为新能源汽车定调,统 筹规划创新发展。工信部发布第 11 批免征车辆购置税,665 款 车型入选;第 6 批推广目录,201 款车型入选。特斯拉正式量 产,12 月产能达 2 万/月;戴姆勒携手北汽投资 50 亿在北京奔 驰建动力电池工厂;沃尔沃自 2019 年期暂停生产燃油车
  • 电力设备和新能源行业:输配电、风电、光伏景气依旧,看好新能源汽车产业链
    相较于一季度,二季度电网建设投资增速加快,输配电版块中报业绩有望改善。 上半年弃风弃光限电情况改善,随着今年特高压工程的集中投运,限电率或将持 续降低,风电、光伏企业运营企业有望受益。今年上半年抢装现象依然存在,预 计下半年分布式光伏、领跑者项目、光伏扶贫项目、海上风电、一带一路等热点 仍有望维持光伏、风电行业持续景气。从 5 月份开始,2017 年新能源汽车累计 销量同比 2016 年进入正增长。随着推广目录的不断出台、积分制的趋近落地, 今明两年新能源汽车行业成长趋势相对确定。预计新能源汽车产业链公司业绩将 呈前低后高的趋势,全年保持高速增长。2017年上半年制造业PMI均值为51.5%, 高于去年同期 1.7 个百分点,其中 6 月份电气机械器材制造业
  • 电器设备行业:第六批新能源汽车推广目录发布,三元锂电渗透迅速
    今年上半年光伏装机量有望超过去年同期的 22GW,到年底有望超额完成十三五期间 105GW 的规划量。考虑到国家能源局 5 月通知中明确各省不得超规模安排建设项目(包括光伏项目),释放出政府有意收紧光伏地面电站规模的信号,我们认为分布式光伏将在接下来的光伏新增装机中占据较大比重。分布式光伏、光伏扶贫以及领跑者计划出货均会继续维持单晶需求增速。建议持续关注单晶龙头隆基股份。
  • 机械设备行业:行业复苏或将分化,布局景气度确定性子行业-2017年中期投资策略
    行业全面回暖持续性存疑,子领域复苏将呈分化态势。去年8 月份至今,以挖掘机为代表的中游制造开启了一轮全面复苏,是机械行业基本面的主要脉络。在紧信用周期下,下游地产销售和投资增速已放缓,基建投资增速亦难有较大提振;考虑到2016 年下半年较高的基数背景,2017 下半年行业全面回暖持续性存疑。我们认为,“调结构、促转型”仍是2017 年机械行业发展的主旋律:上半年传统周期行业盈利已经率先触底反弹,调结构成果显著;随着企业层面的竞争愈发激烈,技术革新的重要性将愈发明显,新兴产业在下半年或迎来发展机遇。
  • 机械设备行业:定制家具设备,德国豪迈与比雅斯的成功基因-机械“全球视野系列研究一
    在国际木工机械机械制造行业中,绝大部分产能集中在德国意大利等少数几个国家。2015 年德国、意大利木工机械产值合计占全球的45%左右。当前德国、意大利、中国成为最大的木工机械出口国,并且逐渐拉大与其他企业的差距。而在市场竞争格局方面,德国豪迈、意大利Biesse、意大利SCM 集团占全球木工机械市场的份额分别达到31%、12%、11%,国际大型企业优势明显,全球木工机械行业格局较为稳定。

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