本文站在不同所有制企业的视角，对上半年经济运行进行回顾，由于不同所有制企业的目标函数存在差异，私企可能以利润最大化为目标，国企可能承担了一部分社会责任，外企则存在机会成本、国际关系层面的考量，辨祈清楚经济指标背后的驱动力，有助于我们判断后续走势。

建议重点关注以下海外业务占比较大的日本消费公司。ASICS，主要受益于海外市场的高速扩张以及品牌力提升所带来的毛利率的提升，PPH，受兹于海外游客消费强动，折扣店客单价显著提升，迅销集团，本土销售表现优异，海外门店网络持续扩张。朝日集团，受益于本土啤酒产品结构改善和欧洲、大洋洲啤酒高端化。

The maintenance, repair, and overhaul (MRO) services are an essential and unavoidable aspect of every business. A proper MRO of an aircraft or its component can help businesses avoid significant risks to their survival. Thus, aviation industry players majorly focus on creating appropriate business processes and infrastructure to support industry growth. The rising demand for air travel worldwide is encouraging aircraft manufacturers such as Airbus and Boeing to increase their production volumes and offer maintenance services for these aircraft as well. With the constant growth in air traffic, carriers are more liable to maintain the optimum condition of the aircraft so as to extend their life span; otherwise, they would have to procure new aircraft.

The airborne pods are an external pod structure primarily fabricated to offer enhanced aerial recognition, identification, communication, targeting, data linking, and self-defensive potentials to an aircraft. High-end airborne pods with a wide range of advanced sensors and laser technologies can operate in extreme weather conditions, which is also one of the prime factors boosting the application of airborne pods in advanced fighter jets, aircraft, unmanned aerial vehicles, and helicopters. The changing modern warfare scenario has forced governments of various countries across the globe to allocate substantial funds and financial aid toward respective defense and military forces. The growing defense expenditure budget indicates the government's emphasis and importance on modernizing the defense sector to meet the mounting need for security, which is one of the major market drivers.

The global aesthetic lasers market is estimated to grow at a CAGR of 12.3% from 2022 to 2030. Key factors driving the market growth are growing adoption of non-invasive aesthetic procedures and increasing prevalence of skin disorders along with growing awareness about beauty devices. However, risks and complications associated with procedures and stringent safety regulations hinders the market growth.

Adhesive is a substance particularly used to bond two surfaces together. Adhesives have strong shear and tensile strength, making them viable bonding materials for high-pressure situations. There are two general types of adhesives i.e. structural and non-structural. Sealants are paste-like substances that block the flow of fluids through a surface, gap or joint by filling all the spaces between two separate substrates. Sealants usually consists of elastomer, which gives them a paste-like consistency. Examples of sealants can be acrylic systems, silicones, and urethane. Adhesives and sealants are applicable for bonding a wide range of materials, including plastics, metals, ceramics, and composites. Adhesives and sealants are highly preferred in packaging, construction, and automotive industry.

The global acute pancreatitis market is estimated to grow at a CAGR of 5.7% from 2022 to 2030. Key factors driving the market growth are rise in pancreatic cancer cases due to acute pancreatitis and rising incidences of diabetes following acute pancreatitis. However, side-effects of pancreatitis and pancreatic cancer treatments hinders the market growth.

The global fundus camera market is estimated to grow at a CAGR of 7.9% from 2022 to 2030. Key factors driving the market growth are increase in diabetic retinopathy screening procedures and launches of innovative products. However, incorrect clinical diagnosis due to distorted fundus photography hinders the market growth.

Frozen French fries are manufactured from potatoes and served hot in different shapes, including crinkle-cut, thin strips, curly, and waffles. Frozen French fries can be deep-fried or baked and are a convenient snack worldwide. The growth of the global frozen French fries market is attributed to the expanding count of critical players offering their products with the incorporation of different cuisine flavors and seasonings. These key players extensively offer their products through online food delivery services and retail outlets. Retail services and foodservice chains have made ordering food items easy and convenient. Hence, all these factors collectively drive the frozen French fries market during the forecast period.

The global endoscopy procedures market is estimated to grow at a CAGR of 7.0% from 2022 to 2030. Key factors driving the market growth are growing preference for minimally invasive surgeries and increasing prevalence of cancer are the key factors driving the market. However, the risks of infections associated with endoscopic procedures hamper the market growth.