9月，新能源汽车产销分别完成130.7万辆和128.7万辆，同比分别增长48.8%和42.3%。1-9月，新能源汽车产销分别 完成831.6万辆和832万辆，同比分别增长31.7%和32.5%。

A wheel loader is a wheeled tractor with a square bucket on the front, rear, or sometimes both ends. The buckets attached are used to scoop up loose material from the ground, which may include dirt, sand, or gravel. Wheel loaders are mostly used to move stored items from one location to another. They are also used to load items into trucks, clear rubble, lay pipes, dig, and do other similar tasks.

Water heaters are crucial in various sectors, including residential construction, hotel construction, tourism, educational institutions, and beyond. Water heaters are a fundamental component in residential construction, providing hot water for showers, cleaning, cooking, and general household tasks. With the continuous growth of urbanization and population expansion, particularly in emerging economies, the demand for residential housing has surged, propelling the demand for water heaters. In addition, the growing trend toward sustainable living has fostered a shift toward energy-efficient and eco-friendly water heating solutions, prompting manufacturers to develop innovative technologies that cater to this demand, such as solar-powered water heaters and heat pump systems. Furthermore, the renovation and remodeling sector contributes significantly to the demand for water heaters as homeowners seek to upgrade their existing systems for improved efficiency and performance.

The global machinery market, including agricultural machinery, mining equipment, and construction equipment, grew significantly. Technological advancements, such as precision farming equipment in agriculture, automation in mining, and infrastructure development in construction, were key drivers. Despite challenges like supply chain disruptions, the market remained resilient, supported by innovation and sustainability efforts. The leading players in the global market are Caterpillar, John Deere, Hyundai Construction Equipment, and Kubota Corporation.

An electric hammer is a power tool used for chipping, drilling, and breaking tasks in renovation, construction, and other industries. Rotary and demolition are the major types of electric hammers. Rotary hammer provides drilling and light demolition capabilities, whereas demolition hammer is designed for heavy-duty demolition tasks. Electrically powered corded hammers draw power from an outlet, whereas cordless models depend on rechargeable batteries. Increased construction activities globally drive the demand for electric hammers.

Air shower is a cleanroom equipment designed to reduce contamination entering a controlled environment or cleanroom. It generally comprises an enclosed area equipped with high-efficiency particulate air (HEPA) or ultra-low penetration air (ULPA) filters, serving to cleanse individuals or objects prior to their entry into the cleanroom. It has widespread application across industries, including pharmaceuticals, biotechnology, and electronics & semiconductor manufacturing, among others. These industries rely on air showers to uphold stringent cleanliness standards and ensure the integrity of their sensitive environments by keeping them sterile and free from contaminants.

随着全球能源结构的转型和新能源汽车市场的快速增长，市场对高性能、高安全性电池的需求日益增加。全固态电池因其卓越的安全性、高能量密度和长循环寿命等特性，成为了能源存储和动力电池领域的研究热点。这种电池技术不仅对电动汽车行业的未来至关重要，也是推动能源革命和实现可持续发展的关键。

9 月空调行业产销量同比上升。2024 年 9 月空调行业实现产量 1221.00 万台，同比上升 26.00%；销量 1213.00 万台，同比上升 21.4%，其中内销 610.00 万台，同比上升 7.4%，出口 602.00 万台，同比上升 39.80%。9 月同比销量均上升趋势。产量方面，2024 年 9 月空调产量同比上升；内销方面，空调单月内销量同比回正；外销方面，空调单月外销量同比双位数上升。

LED 行业是一个技术不断升级而应用场景不断开拓的行业，动力就是“海兹定律”，即每 18~24 个月 LED 亮度约可提升一倍，而每 经过 10 年，LED 输出流明则提升 20 倍，LED 的成本价格将降 1/10。在 成本不断降低而性能不断提升的过程中，LED 在过去十几年成为了普通 照明、大尺寸背光以及户外显示的首选方案。如今我们又站在技术变革 的十字路口，Mini LED 在显示和背光领域加速渗透，而 Micro LED 蓄势 待发，势必要将这一终极显示技术带入到 C 端消费场景之中。芯片制备、 巨量转移、精准检测修复等技术难点均在产业链的不懈努力之下取得显 著进展，京东方华灿金湾工厂在今年 10 月完成了 Micro LED 产品的点 亮仪式，标志着国内 Micro LED 技术向大规模生产迈出了关键一步。 LED 产业链在经过 2022-2023 年行业景气度下降，我们看到了 24H1 起 上游芯片厂商迎来回暖，去库压力减轻。我们预计在产业龙头的驱动下， 涨[T跌ab幅le(_T%r)end] 1M 明年 Mini/Micro LED 应用将背光和直显领域迎来上量，铸就 LED 行业 下一个 5-10 年的繁荣。