Single-use systems refer to disposable equipment and related consumables, which are designed to be used once and then discarded. Generally, they are composed of plastic components, which are sterilized and sealed using gamma irradiation. They eliminate the need for cleaning, validation, and sterilization before use as they come sterile. They also avoid water for injection (WFI), steam in place (SIP), clean in place (CIP) throughout the biomanufacturing facilities. In their purest form, single-use systems are replacing stainless steel or glass with plastic products. They have become well-accepted technology among biopharmaceutical manufacturers in a relatively short time, especially for clinical research and pre-commercial drug development activities. These disposable devices and components have created new segments in the bioprocessing industry that have been evolving over the past few years. Several biopharma companies are adopting this technology for its ease and the flexibility that it offers in adjusting to varying product supply and demand.

Fingerprint scanners are a type of biometric system, which use stored information about a person’s unique fingerprint traits for authentication purposes to provide access to a system. These scanners are widely used across various end-user segments including consumer electronics, commercial, health care, and defense. Significant adoption of fingerprint scanners in cloud computing along with their extensive use in smartphones is expected to boost their demand in the next few years. In addition, fingerprint sensors have significant applications in online payment transactions and smartphone applications.

The recent technological advancements in the field of next-generation sequencing (NGS) and cell and molecular biology have given birth to a new era of precision medicine, giving a platform to analyze the variability in genes, lifestyle, and environment of each person individually. Now, the researchers have found an even better option of gene expression analysis through single-cell sequencing, which precedes the advancements of next-generation sequencing. In the past few decades, whole genome sequencing (WGS) and whole transcriptome sequencing (WTS) methods have been applied to single cells to combine DNA, RNA, protein, and chromatin information through a single cell. The multi-omics technique has enabled researchers to use genomics, proteomics, transcriptomics, and epigenomic to understand the heterogeneity of genetically identical cells in the same tissue. Single-cell sequencing has been able to portray a clear picture of functions of each specific cell by combining multiple layers of information at a single-cell resolution, analyzing both DNA and RNA to understand single-cell genome or chromatin and transcriptome and proteome data, respectively.

The report provides market dynamics and estimation, trends, and forecast related to the global proteomics market. Proteomics is the large-scale study of proteins. The revenue generated through the sale of proteomics instruments, reagents, and services is considered in the scope of the current report. However, revenue associated with related technologies such as transcriptomics and genomics are not considered in the report.

The key objective of policy management software is to create, communicate, and maintain policies and procedures in an organization for mitigating different types of risks associated with the management of the organization. In addition, various industries are adopting policy management software to achieve their target goals without affecting the internal and external environment of the organization. Numerous benefits are associated with policy management software. These include provision of consistency within the company, supports in decreasing the communication gap between the employees and organization, protection of the organization from litigation, and achievement of organization’s objectives.

周专题：国内云计算硬件行业景气度上行或于 2Q21 启动。华为发布全屋智能系统级产品，驱动智能家居发展新路径。上海经信委、发改委拟于近期组织征集新建数据中心项目。中美贸易摩擦加剧；全球新型肺炎尚未可控；云厂商资本开支投 入不及预期；5G 发展不及预期。

关注金控监管和数据要素管理。我们认为完善监管体系仍是 21 年金融科技的主要政策基调，监管将着重强化监管渗透的广度和深度，在 细分领域陆续推出监管措施，如：1）强化金控监管。2）加强金融科技领域的数据要素管理。

行业一季报的情况已经明显好于预期，20 年疫情受损公司，今年一季度增长基本是翻倍以上，相比19 年也有40 以上增长是比较常态的情况，下周大会密集，新产品高发，催化剂多样化。智能化应用拓宽安防外的应用场景，行业空间规模化放大，某种程度上看，海康的增长实际上反映了我国的企业数字化转型的进展。

2019 年下半年开始，中国提速降费周期结束，国家对运营商政策 转为高质量增长，且在 2020 年下半年提出反垄断政策。中国运营商使命是用 5G+云网赋 能各行各业，提升社会数字化水平，强调商业逻辑和市场化。

展望 21 年 4 月份，我们认为银行板块年初以来的超额收益行 情仍将延续，核心逻辑如下：1）经济的良好复苏势头延续，21 年流动性 环境趋于收敛，2）银行内外部资本补充诉求增强，而经济持续修 复，银行盈利与让利的矛盾将迎来再平衡，3）当前板 块动态 PB 对应 21 年仅 0.85x，静态估值处于历史 16%分位，板块机构仓 位同样位于低位，安全边际充分。

短期，我们首先建议重视“一季报超预期行情”，尤其重视具 有中长期成长逻辑的业绩超预期个股。其次，美国星链计划全 球覆盖完成在即，我们预计近期国内卫星互联网发展有望提 速，建议重视相关板块，此外量子科技发展也在加速，可以关 注。

中国电信 A 股上市获股东大会通过，国内三大运营商进入重要二次转型时期， CT 属 性向 ICT 属性全面渗透；SpaceX 星链计划再进一步，国内产业链推进或提速。中国电信 A 股上市获股东大会通过。SpaceX 星链计划再进一步，国内产业链推进或提速。

物联网是产业数字化的重要基础，在政策、技术、应用、产业龙头的多方面因素推动下，正迎来黄金发展期，其广阔的市场空 间及高增速，是未来五到十年的重要投资赛道。物联网产业链长，涉及底层元器件到整体解决方案的完整科技链条，可挖掘机会众多。在整个需求快速增长的背景下，不同层 次的投资逻辑各有特点。

微软斥160 亿美元收购全球智能语音巨头Nuance，押注医疗AI。AR 眼镜热度剧增，头部科技公司争相布局，B 端C 端两开花。VR/AR 初创公司孵化平台Glimpse 递交上市申请。建议积极关注人工智能交互领域发展以及VR/AR 技术在新兴领域的应用。

工业互联网进入规模化扩张窗口期，“5G+工业互联网”面临三个挑战。无人驾驶板块利好政策加持智能驾驶加速发展，9只智能驾驶概念股2020年净利润增幅翻倍。互联网医疗企业上市潮起，在线医疗服务的需求猛增。