The prevalence of several chronic diseases worldwide and the launch of sophisticated technologies and treatments have contributed to a rapid increase in healthcare expenses. Additionally, patients nowadays expect high-quality care at an affordable cost. Thus, it has become imperative for players in the healthcare industry to reduce the cost of their healthcare services while providing high-quality care to patients. Efficient healthcare logistics services provide a remarkable opportunity for controlling healthcare costs through the implementation of best practices. Moreover, the need for an effective flow of materials and information has been evident throughout history. In the healthcare business, materials and goods are always on the move. Hospitals and healthcare centers have huge central warehouses, small parts storage units, and everything in between. In healthcare warehousing, the biggest challenges entail supervising products with due dates, optimizing item titles, and enhancing processes while ordering supplies. Proper inventory management and the smooth movement of necessary healthcare products within the hospital premises may result in considerable savings instead of frequent new product orders.

油运正处由淡转旺的转换期，且近日伊核协议有所进展，如顺利达成，100 万桶/天的原油供给增量有望带来油价的回落，全球原油的补库需求有望随之开启。当前我们看好旺季运价趋势性向上，叠加补库存的预期有望持续支撑市场对行业进入景气周期的信心，TCE 或易涨难跌，标的上建议关注中远海能；集运方面，虽然当前运价下行趋势明显，但是我们认为强劲的需求或为行业形成托底，消费端来看，历史上美联储加息对耐用品消费的影响均较为有限；库存端来看，全球企业对库存管理的重心已从效率切换为安全。当前欧美的港口环节及美国内陆物流仍在拥堵当中，且劳动关系或仍存变数，如持续出现罢工等情况，集运的供需格局或再次出现较为明显的转向。

罗尔斯·罗伊斯公司是英国乃至全球最大的航空发动机制造商之一，公司主营业务分别四大板块，分别为民用航空、国防业务、能源系统、新市场业务及其他非核心业务，2021 年收入占比分别为40.44%、30.02%、24.51%、2.72%（受内部核销影响收入占比总和小于100%）。分区域来看，2021 年美国收入占比44.26%，欧洲收入占比20.14%，亚洲地区（除中国）收入占比10.93%，中国收入占比9.09%。