The drones have existed for long, but the high cost and the lack of technology have restricted the use of drone in the oil and gas industry. However, with technological advancement, the drones have come a long way and now are more reliable and provide cost-effective solutions to the oil and gas operators, globally. Drone inspection now makes it possible to access areas of oil and gas constructions that otherwise may pose health, safety, and environmental risks in a fast and safe way. Drones have several economic and environmental benefits that have enabled oil and gas companies to improve efficiency, reduce costs, and improve competitiveness. Generally, the drones are used in all phases of oil and gas activities and have the potential to support the extraction, production, and distribution. Drone provides a cost-effective and safe solution in existing and new onshore and offshore sites. In particular, the drones can help oil and gas companies to ease out the aerial, underground, and undersea inspection activities. In addition to providing visual images, they can carry out other functions, such as creating 3D maps of prospective sites and surrounding and water sampling.

The world has been badly affected by the increase in the carbon emission and with the increase in the emissions, the countries worldwide have started to take steps to decrease the carbon footprint. In a bid to reduce the carbon emission, the Paris Agreement within the United Nations Framework Convention on Climate Change was signed in 2016. The agreement deals with the greenhouse-gas-emissions mitigation, adaptation, and finance. The challenge of reducing global greenhouse gas (GHG) emissions sufficiently to mitigate dangerous impacts of climate change remains daunting. With the power generation through fossil-based power plants occupying a major share in the net carbon emissions, the demand for nuclear power plant is expected to reduce the increase in carbon emission. Though renewables provide a better alternatives to the fossil-based generation, being heavily reliant on the prevailing weather condition makes them less reliable.

The global nylon cable ties market was valued at $129.0 million in 2018, and is projected to reach $253.9 million by 2026, registering a CAGR of 8.86% from 2019 to 2026. The electronics & electrical segment was the highest contributor to the market, with $39.5 million in 2018, and is estimated to reach $75.5 million by 2026, at a CAGR of 8.4% during the forecast period. The automotive segment is estimated to reach $37.6 million by 2026, at a CAGR of 9.6%. The electronics & electrical and building & construction segments collectively accounted for around 52.0% market share in 2018, with the former constituting around 30.7% share. The automotive and consumer goods segments are expected to witness significant CAGRs of 9.6% and 9.4%, respectively, during the forecast period. The cumulative share of these two segments was 23.0% in 2018, and is anticipated to reach 24.2% by 2026.

截至2020 年3 月13 日，券商板块跑累计赢大盘及其他金融子板块。证券III（申万）累计跌幅3.60%，跑赢沪深300 约2.6 个百分点，跑赢申万银行、保险、多元金融板块8.46、11.07、4.31 个百分点。

定向降准开启双宽松模式，券商将受益于市场交投活跃度提升，彰显高beta属性。沪深两所追随新版证券法修订交易规则，规范市场环境，利好券商自营业务。券商外资股比即将正式放开，本土券商的转型发展进入快车道。

制度变革引导券商转型，推动长期阿尔法提升。1）资本市场改革有序推进，科创板、创业板制度改革、新证券法正式实施加速推进注册制，再融资新规释放存量，两融优化激发市场活力，基金投顾试点推动财富管理转型，一系列产业政策放松引导券商转型发展，推动行业长期阿尔法提升。2）金融市场对外开放扩大，新监管环境给衍生品带来发展机遇，或将成为券商差异化竞争的重要业务，贡献阿尔法收益。3）行业兼并收购趋势明显，中小券商并购整合快速提升实力，头部券商通过并购稳固地位；多家券商通过增资配股增强资本实力，行业整体处于扩张趋势。

上市公司经营状况：截至2020 年3 月13 日，37 家券商披露2 月经营数据（以下统计数据剔除新股中银证券及缺乏同比数据的红塔证券）。营收：35 家券商共计实现营业收入281.76 亿元，环比+40.60%，同比+25.97%，其中32 家公司实现营收环比正增长，2 家环比持平。净利：35 家券商2 月共计实现净利润112.24 亿元，环比+50.82%，同比+17.93%其中31 家公司实现净利环比正增长。

“折叠”开启智能手机3.0 时代：全球疫情扩散对于智能手机销售形成了较大的冲击，但是无论三星的第二款折叠手机Galaxy Z Flip 还是华为最新推出的折叠手机Mate Xs 一经推出就受到市场追捧，产品都是瞬间售罄。我们认为“折叠”是“智能手机3.0”的基本功能，背后的逻辑在于折叠屏的出现极大的增强了手机移动办公和在线娱乐的场景，而且更重要的是折叠形态的出现让2.0 时代千篇一律的智能手机重新变得具有个性化，彰显个性的“折叠手机”才是智能手机的未来。逆势销售走红的折叠手机有望引发智能手机供应链的重塑，带来三大投资机遇：折叠面板、PI 材料和MIM 工艺。

原材料木浆：用浆量同比下降，浆价上涨乏力。本周国内木浆均价为4041 元/吨，较上周上涨0.24%，受到海外疫情的影响，整体处于观望态势。外盘来看，阔叶浆、针叶浆报价比较平稳，小鸟CFR 现货价470 美元/吨，银星CFR 现货价590 美元/吨，预计短期浆价仍以小幅度震荡为主。

资源属性成就黄金避险功能：全球黄金的资源较少，目前资源储量仅约为5 万吨，且分布相对分散，第一大和第二大储量国份额为20%和11%，其他国家份额低。黄金成矿条件较为苛刻，大多为较小规模的矿脉，且区域分布较为分散，大量增产难度高。资源稀缺以及开发难度较高，加之历史性形成了黄金消费习惯以及货币属性，成就了黄金的避险功能。