行业研究报告题录
制造业--非金属矿物制品业(2017年第5期)
(报告加工时间:2017-08-28 -- 2017-09-24)

境外分析报告

  • 全球拖车镜市场报告(2017-2021年)
    A towing mirror is an extended side rear-view mirror that helps in increasing the visibility of the rear view and side view of the vehicle.Towing mirrors are basically of two types. They are folded either manually or electronically. The electronic mirrors are adjustable,expandable, and sometimes they are available with heating elements to eliminate frost. Manual tow mirrors are adjusted manually by the driver.The global ATTM market accounted for 2.14 million units in 2016 and is expected to reach 3.75 million units in 2021, growing at a CAGR of 11.87% during the forecast period.
  • 全球沥青市场报告(2017-2021年)
    Asphalt (also known as bitumen) is a strong, versatile, weather-resistant, and chemical-resistant material, which adapts itself to a variety of uses. Asphalt binds gravel and crushed stone (commonly known as aggregate) into firm and tough surfaces for roads, streets, and airport runways.Asphalt (combination of binder, filler, and aggregates) is principally used for the pavement of roads, sports areas, and parking areas. The majority of asphalt that is available commercially is a by-product of petroleum. However, asphalt is alsoavailable naturally in concentrated form.
  • 全球汽车玻璃市场报告(2017-2021年)
    The automotive glass market comprises glasses used in windshields and in the side and rear windows of a vehicle. Laminated glass is used for the manufacturing of windshields whereas tempered glass is used for the manufacturing of side and rear windows.Based on application type, the market is segmented into passenger cars, LCVs, and M&HCVs.The global automotive glass market is growing proportionally to the sales of vehicles sold each year. The report focuses on the current scenario and the future prospects of the global automotive glass market for the period 2017-2021. To calculate the market size, the report considers the number of original equipment (OE) vehicles sold in different regions. The aftermarket sales volume of automotive glass units has not been considered in this report.
  • 全球汽车镜像系统市场报告(2017-2021年)
    Every vehicle is equipped with a rearview mirror. Two rearview mirrors are positioned outside a vehicle, whereas a rearview mirror is positioned inside the vehicle where it is mounted on the front windshield of the vehicle. Most of the passenger cars are equipped with vanity mirrors, positioned at the sun visor,whereas vanity mirrors are not present in LCVs and M&HCVs. There is a growing trend where conventional mirrors are gradually getting replaced by auto-dimming mirrors and smart rearview mirrors.Based on position, the global automotive mirror system market is divided into two segments: interior automotive mirror system market and exterior automotive mirror system market.

投资分析报告

  • 煤炭行业:第二季度与第一季度业绩基本持平,第三季度业
    市场表现:煤炭板块明显跑赢大盘。2017年来,大盘震荡上涨,截止到 9月8日,上证指数最终上涨8.43%、沪深300最终上涨15.59%。煤炭板 块最终上涨25.06%、最高涨幅为31.15%,跑赢大盘,震幅大于大盘。 2017年来,煤炭板块中神火股份、恒源煤电、陕西煤业、露天煤业、昊 华能源、平煤股份、中国神华、山煤国际、蓝焰控股、潞安环能股价涨 幅超过40%,其中神火股份股价涨幅超过100%,神火股份除了煤炭业 务之外还有电解铝,电解铝受益于今年来国家强力推进电解铝去产能。
  • 煤炭行业:煤炭行业全面复苏,细分龙头仍为配置逻辑
    上半年中信煤炭板块涨幅居第五,盈利增速同比增长排名第二。 上半年煤炭板块资产负债率无改善,偿债能力持续提升。盈利能力 方面毛利率快速提升,期间费用率持续下降,资产收益率稳步提高 营运能力方面,资产周转率的提升显示出产能利用率的提高,存货 周转天数的下降映衬库存的下降和销量的快速转好,当前估值水平 处于 PB估值 1.69 处于近五年估值中位水平,动态 PE 估值为 17 估 值较低,板块排名倒数第三

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