The changing lifestyles of people have boosted the market for ready-to-drink beverages, which is one of the most significant factors driving the growth of the retort machinery market. In addition, the rising beverage consumption in emerging economies is another factor influencing the growth of the market. Busy lifestyles, long working hours, and limited leisure time have increased the population’s reliance on convenience foods. This has led to the need for improved safety, driving the demand for retort equipment.

The cloud communication platform includes varied types of solutions which are used to boost the efficiency of business activities. Unified Communication and Collaboration (UCC/UCaaS), Web Real-Time Communication (WebRTC), Interactive Voice Response (IVR), Voice Over Internet Protocol (VoIP), Application Programming Interface (API) are some of the prominent solutions used by industries to increase the effectiveness of operations. Ion addition, with an increase in remote working and work from policy, the penetration of cloud based platforms are boosting at an exponential rate.

Profession AV solutions, often known as pro AV equipment, are systems that, among other things, send multiple high-quality live audio and video signals that are uncompressed to many devices. Live events, broadcast facilities, business installations, and recording and post-production all require pro AV equipment. The backbone of every pro-AV system, whether fixed or portable, are pro speakers equipment and solutions. In recent years, the introduction of cloud and softwarebased applications has resulted in a significant shift in audio-visual (AV) technologies. Advanced AV solutions are expected to assist global businesses in achieving seamless business communication and cooperation. System integrators and channel partners, on the other hand, are seeing a lot of income potential in the burgeoning worldwide enterprise AV industry.

Some of the latest medical technologies are fostering the development of new healthcare models that will benefit insured patients and the healthcare insurance sector. New technologies can improve disease prevention, diagnosis, and treatment and enhance patient safety and health system coordination. Also, advanced medical technologies optimize the use of resources, ensure sustainability, and reduce waiting times and errors. Rapid and reliable Information and Communication Technologies (ICTs) have emerged as vital components in improving the quality of human health.

The escalator cleaning machine market has been witnessing consistent growth over the last few years, and the growth is expected to continue during the forecast period. The growth of automation and robotics in commercial cleaning is reshaping the market, with rising adoption in shopping centers, malls, airports, public utilities, and other high-traffic areas. This professional equipment provides highly efficient cleaning across all sectors. With the increasing adoption of automation, end-users are significantly using technology for cleaning. The use of escalator cleaning machines can greatly reduce the time and manual labor required for cleaning. Moreover, it reduces the downtime for escalators significantly.

GR&DS takes no responsibility for any incorrect information supplied in this report. Although GR&DS strives for accuracy in all its publications, this material may contain errors or omissions which derive from the primary and secondary research sources. This material is provided “as is“ and without any express or implied warranties, including merchantability, fitness for a particular purpose. GR&DS shall not be liable for any special, indirect, incidental or consequential damages as a result of its use. GR&DS s report must be construed solely as statements of opinion and not as statements of fact.

资源禀赋决定漂浮式海上风电大有可为。深远海的区域面积大、风资源好，可开发潜力大；研究显示，全球大部分风资源位于水深超过60 米的海域。在迈向深远海时，传统的固定式基础海上风电在技术和经济上面对的挑战增加，水深越大，固定式海上风机基础的材料用量越多，且施工难度也会提升；一般认为，当水深超过60 米，漂浮式技术方案较固定式更为适用。

2022 年2 月国内新能源车产量36.7 万辆，同比+198%，环比-19%；销量33.3 万辆，同比+204%，环比-23%。其中乘用车产量35.3万辆，环比-19.2%；销量（含出口）32.1 万辆，环比-23%；渗透率22%，环比+2.3pct，创历史新高；受春节假期影响，2 月属于全年最淡季，历年销量环比下降35-45%，但今年2 月受益于特斯拉、比亚迪两个头部车企销量环比基本持平，叠加吉利、南北大众等降幅较低，新能源车销量超市场预期。

BIPV 全生命周期经济性凸显，在平价时代成为更具竞争力的光伏建筑解决方案。“双碳”目标驱动之下，建筑行业转型需求迫切，政策支持力度有望提升，“十四五”期间或迎爆发式增长，潜在市场规模可达千亿级别。产品与服务端市场仍处萌芽阶段，机遇与挑战并存。光伏与建筑龙头共探发展路径，跨行业合作趋势逐渐清晰。

2022年锂电技术为重要方向，龙头引领技术升级，龙头优势进一步提升。2022年原材料价格高企，锂电成本压力大，技术创新为降本手段。宁德时代围绕电池能量密度、快充、安全、成本，从电化学体系升级和结构创新两方面布局，技术储备深厚，支撑后续全球份额持续提升。我们预计从材料体系升级+封装形式改进两方面来看， 2022年技术进步加速，超高镍+锰铁锂+硅碳负极+碳纳米管+LIFSI等材料加速渗透，4680大圆柱2022年装机交付，远期规划庞大，2023年钠离子电池等新型电池技术也有望落地，带动行业结构性需求增量。

厂商数据：2022 年2 月，传统LED 下游景气度整体环比维持，背光市场需求相对疲软，部分零组件缺货下，车用照明订单延缓，但Mini LED 量产进程加快并贡献业绩成长动力，相较去年同期受疫情影响后需求复苏景气回暖，今年2 月厂商业绩同比涨跌互现，淡季及春节影响下环比有所回调。上游芯片厂晶电2 月营收同比+74.11%，主要系Mini LED 产能扩张以及LED 终端市场需求持续增加；中游封装厂亿光2 月营收同比-4.38%，主要受到春节假期影响，工作天数少；台表科2 月营收同比+73.61%，受益美系新品拉货动能强劲、材料短缺状况缓解以及新产能的持续扩充；下游应用市场中，隆达2 月营收同比-16.66%，主要受传统淡季影响；富采2 月营收同比+26.69%，主要系美系客户Mini LED 出货放量；主营LED 车灯照明的联嘉光电2 月营收同比-12.98%，主要系车用线束等零组件。

3 月17 日，解放军公布《关于将市场产品纳入军用电子元器件名录》文件，致使市场对军工元器件行业竞争格局产生担忧。我们认为，此次文件是军方进一步规范军品电子元器件的采购流程的起点，体现国家对军工电子行业的重视，但对于行业中短期竞争格局影响较为有限。军品高资质门槛要求未变。对于提供军品的企业，我国有着完善而严格的准入标准和各项资质要求，军品市场有着天然的高门槛。

从品牌端来看：各品牌于21 年下半年开始逐步加快新渠道建设推进速度，新兴渠道销售规模持续提升；从品类端来看：新兴渠道产品结构往往集中于头部产品，是厂家推新打造热门品类的较好方式；从渠道端来看，品牌自播仍为主流的直播方式，头部品牌更加重视商业推广，但推广效率则由品类及品牌调性共同决定。

换电模式降低社会层面资源消耗，逐渐得到政策面重视：对于用户来说，换电模式优势主要是：（1）节省时间成本，减少补能等待时间；（2）节省电池购置费用，分摊至后续电池租赁中，降低运营门槛。从社会层面来看，换电模式能够更大程度发挥每一个电池的价值，降低电池资源消耗。在动力电池原材料成本高企，且我国70%的锂、80%以上的镍和钴都依赖进口的背景下，换电模式是当下解决原材料高成本的一种有效方式，获国家和政策面重视。

2022年2月，家电行业景气度显著反弹，生活电器、厨卫大电赛道领航。短期看，3月部分地区疫情加剧，线上生活电器及小厨电有望间接受益，而大家电和线下销售则大概率承压；长期看，Q12022多城利好地产政策频出，随着利好不断积累，地产后周期边际改善逻辑继续加强，根据房天下的数据，2022年预计新房交付面积进一步提升，虽然短期二手房交易热度回升并不明显，但政策驱动的需求回暖值得关注。

22Q1，科沃斯和石头科技相继发布多款新品。两家公司都完善了价格矩阵，丰富了产品功能，也针对不同市场推出差异化产品。我们认为，2022 年，扫地机器人行业的技术迭代红利期将延续。国内市场有望迎来量价齐升趋势，海外市场有望看到更多国内龙头企业的竞逐。维持扫地机器人行业“强于大势”的评级，重点推荐科沃斯和石头科技。