行业研究报告题录
制造业--电气机械和器材制造业(2018年第7期)
(报告加工时间:2018-02-12 -- 2018-03-04)

境内分析报告

  • 机械行业:工程机械看利润弹性;油服拐点已致估值修复;布局低估值成长股-月报
    经济增速换挡、经济结构调整,粗放式的产能投放时代已经结束,传统设备产业的逻辑由增量需求转为存量更新需求。2017年GDP增速结束6年下行触底反弹,2018海外欧美经济持续复苏全球经济向上,从内外部宏观经济环境来看2018年都要好于2017年,工程机械产业的需求2018年将可以持续。
  • 机械行业:坚守高端零部件,布局全球复苏-2018年2月报
    2018年挖掘机液压件供应紧张,目前预计有20%的缺口,供给短缺为国内液压件上市公司带来进口替代和估值提升机会。2017全年挖掘机销量翻倍,卡特彼勒关闭日本7万泵阀工厂,川崎经历过周期大波动,坚持不扩产,这为国内液压件进口替代提供了机会。恒立液压最为受益,也没有历史问题,目前已批量配套小挖,2017全年泵阀销量已经超过1万台。中挖泵领域仍由川崎牢牢把控,恒立液压中挖泵阀生产线2018年5月开始投产,将逐步放量。继续强烈推荐恒立液压、三一重工、艾迪精密、起重机龙头。1月我们推出了工程机械专题深度报告《从卡特小松发展史看龙头估值溢价》,对卡特、小松百年中的产品战略、国际化战略、危机应对战略及PE进行分析。

境外分析报告

  • 全球运动控制传感器市场报告(2017-2021年)
    Motion control sensors are used in motion control devices and provide feedback to motion controllers. Based on the feedback, the controllers send signals to motors through drives, which help motors to rotate in a specific direction or step.
  • 全球油雾收集器市场报告(2017-2021年)
    Oil mist collectors are used to remove oil mist particles. These are widely used in machine tools during manufacturing processes. Oil mists are created when machine tools such as electrical discharge machines (EDMs), special purpose machines (SPMs), lathe machines, and grinding machines spray metalworking fluid to lubricate the tools or to keep metal components cool. Industrial lubricants are widely used in many manufacturing processes like turning, milling, grinding, and finishing.
  • 全球同步电动机市场报告(2017-2021年)
    Electric motors are electromechanical devices that convert electrical energy into mechanical energy. Electric motors are generally classified as alternating current (AC) motors, direct current (DC) motors, and other motor types. AC motor converts alternating current into mechanical energy. Electric motors are widely used in both discrete and process industries and have incorporated major technological advances, thereby creating a considerable demand among end-users. The development of efficient motors and the need for low power consumption motors are generating a scope of industrial growth for the market. Electric motors are widely used in industrial equipment, ranging from light-duty to heavy-duty applications.
  • 全球智能泵和控制系统市场报告(2017-2021年)
    Intelligent pumps refer to equipment that can regulate and control flow or pressure. These are also defined as a combination of pumps with a variable frequency drive and having a digital control capability. They help in managing energy of an end-user’s industry, by remotely monitoring the processes and ensuring control of the remote systems of a facility. Intelligent pumps include wireless control and monitoring capabilities that enable end-users to access real-time operational data. This helps in reducing the downtime of processes and improves the end-user’s predictive maintenance plans.
  • 全球模块化塔灯市场报告(2017-2021年)
    The machine safety market includes various products, ranging from safety sensors, monitoring and controlling products to other safety products that aid in improving the overall safety at the workplace. There are many government regulations, which are compelling manufacturing and industrial facilities to improve the safety of their workers. As a result, the demand for machinery safety products is increasing significantly. Within the machinery safety category, safety sensor products that help in preventing accidents within the plants account for the majority of demand. These sensors can be programmed to stop or slow the functions of the machine if there is any human interference. They are useful in a manufacturing facility as they help in coordinating and improving the efficiency of the plant. Another major product under machinery safety includes monitoring and controlling products, which are used to analyze the function of each machinery and process. In addition, these devices can retrieve data, which can be used to make changes and improve the efficiency of the manufacturing process.
  • 全球电气防爆设备市场报告(2017-2021年)
    In the last two decades, there has been a significant requirement for safety measures in most of the industries across geographies. The loss of life, property, and operational hours at a workplace adds cost to the company. Major hazards in an industry result from explosions, which can be further classified into either mechanical or electrical explosions. The increasing need for safety measures in industries is expected to drive the growth of the global explosion proof equipment market during the forecast period.
  • 全球楼层洗地机电池市场报告(2017-2021年)
    Batteries are devices that are used for providing energy to applications or equipment. They also store and supply energy whenever needed. Batteries are classified as leadacid, lithium, or nickel based. A battery plate grid optimizes the life and performance of a battery. The grid composition is a balance of the electrolyte's specific gravity, the active material used, and the concentration of lead. Batteries are used in automobiles, consumer electronics, floor scrubbers, and forklifts among others. Lithium-ion (Li-ion) and lead-acid batteries are the most extensively used in automotive and motive industries.
  • 全球软起动器市场报告(2017-2021年)
    Soft starters are devices that are used to protect motors from large current fluctuation or inrush. The current inrush or spikes affect the performance of the medium and low voltage motors. Soft starters help in a smooth start and stop functionality of motors, which in turn increases the motors work life and the overall efficiency of the motors. The starting time for motors depends on the initial load, inertia, and torque. As in most cases, the starting current is higher than the rated operational current of the motors, it becomes essential for having a proper motor control center (MCC) in place, which can provide an adequate supply of current/voltage for the smooth functioning of the motors. There are different techniques used for motor control. Based on the motor power range, application, torque, and speed of the motors, different devices are used to create a smooth stop and start function for the motors.
  • 全球机械执行器市场报告(2017-2021年)
    Actuators are machine components that require a source of energy and control system to convert one form of energy into another, such as rotary motion to linear motion and vice-versa. Mechanical operators are operated either manually or mechanically, depending on the load. Most industries prefer linear mechanical actuators over rotary mechanical actuators, depending on the application. Linear mechanical actuators convert rotary motion into linear motion, which is applied across industries such as water and wastewater, aerospace and defense, marine, and manufacturing.

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