This class includes: Manufacture of hand-operated or power-driven lifting, handling, loading or unloading machinery: Pulley tackle and hoists, winches, capstans and jacks Derricks, cranes, mobile lifting frames, straddle carriers etc. Works trucks, whether or not fitted with lifting or handling equipment, whether or not self-propelled, of the type used in factories (including hand trucks and wheelbarrows) Mechanical manipulators and industrial robots specifically designed for lifting, handling, loading or unloading Manufacture of conveyors, telfers (téléphériques) etc. Manufacture of lifts, escalators and moving walkways Manufacture of parts specialized for lifting and handling equipment

This class includes: Manufacture of agricultural dryers Manufacture of machinery for the dairy industry: Cream separators Milk processing machinery (e.g. homogenizers) Milk converting machinery (e.g. butter chums, butter workers and moulding machines) Cheese-making machines (e.g. homogenizers, moulders, presses) etc. Manufacture of machinery for the grain milling industry:

This class includes: Manufacture of internal combustion piston engines, except motor vehicle, aircraft and cycle propulsion engines: Marine engines Railway engines Manufacture of pistons, piston rings, carburetors and such for all internal combustion engines, diesel engines etc. Manufacture of inlet and exhaust valves of internal combustion engines Manufacture of turbines and parts thereof: Steam turbines and other vapour turbines Hydraulic turbines, waterwheels and regulators thereof Wind turbines Gas turbines, except turbojets or turbo propellers for aircraft propulsion Manufacture of boiler-turbine sets Manufacture of turbine-generator sets

This class includes: Manufacture of distribution transformers, electric Manufacture of arc-welding transformers Manufacture of fluorescent ballasts (i.e. transformers) Manufacture of substation transformers for electric power distribution Manufacture of transmission and distribution voltage regulators Manufacture of electric motors (except internal combustion engine starting motors) Manufacture of power generators (except battery charging alternators for internal combustion engines) Manufacture of motor generator sets (except turbine generator set units) Manufacture of prime mover generator sets Rewinding of armatures on a factory basis Manufacture of power circuit breakers Manufacture of surge suppressors (for distribution level voltage) Manufacture of control panels for electric power distribution Manufacture of electrical relays Manufacture of duct for electrical switchboard apparatus Manufacture of electric fuses Manufacture of power switching equipment Manufacture of electric power switches (except pushbutton, snap, solenoid, tumbler)

This class includes: Manufacture of discharge, incandescent, fluorescent, ultra-violet, infra-red etc. lamps, fixtures and bulbs Manufacture of ceiling lighting fixtures Manufacture of chandeliers Manufacture of table lamps (i.e. lighting fixture) Manufacture of Christmas tree lighting sets Manufacture of electric fireplace logs Manufacture of flashlights Manufacture of electric insect lamps Manufacture of lanterns (e.g. carbide, electric, gas, gasoline, kerosene) Manufacture of spotlights Manufacture of street lighting fixtures (except traffic signals) Manufacture of lighting equipment for transportation equipment (e.g. for motor vehicles, aircraft, boats) Manufacture of non-electrical lighting equipment

船舶是能航行或停泊于水域进行运输或作业的交通工具，按不同的使用要求而具有不同的技术性能、装备和结 构型式。按照国际主要船只分类，可分为集装箱船、散装船、油轮。①集装箱船是装载规格统一的标准货箱(称 为集装箱)的货船；②散货船是指装运输谷物、煤、矿砂、盐、水泥等大宗干散货物的船舶的统称；③油船是运 输散装石油及成品油的液货船。

事件：9月18日，联合国秘书长古特雷斯在全球契约理事会会议上表 示：气候灾害和飞涨的燃料价格使得“结束我们对化石燃料的全球依 赖”的必要性变得非常明确，可再生能源在全球发电量中的份额必须 从今天的近30%，到2030 年增加到60%以上，到2050 年增加到90% 以上。

2022年上半年，由于疫情影响，制造业受到重创，各主要企业的订单增长和利润率增长速度下降，营收受到较大的影响下游消费市场萎缩，导致大量订单和存货积压，存货占比上升，毛利率和净利率同比下降。随着疫情逐渐平稳，下游市场复苏，制造业景气度有望逐渐回升，同时国产品牌技术进步，国产替代进一步增强，自动化高端产品占比有望上升。建议关注：汇川技术、柏楚电子、怡合达、亿嘉和等。风险提示：原材料价格波动风险

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.

2022 年上半年，家电行业实现营业收入6629.17 亿元，同比增长4.58%；实 现归母净利润470.66 亿元，同比增长11.2%；板块整体毛利率22.57%，同 比下滑0.19 个百分点；归母净利率7.1%，同比提高0.4 个百分点。其中Q2 实现营业收入3507.52 亿元，同比增加1.89%，较Q1 环比增加12.36%；实 现归母净利润271.99 亿元，同比增加11.11%，较Q1 环比增加36.91%。各 细分子行业方面，2022 年上半年营业收入增速，照明电工及其他板块 29.91%>白电板块6.72%>厨电板块3.99%>小家电板块1.75%>黑电板块 -12.84%；归母净利润增速上，白电板块14.95%>小家电板块8.15%>照明电 工及其他板块3.44%>黑电板块-6.23%>厨电板块-11.23%。