替代能源占中国发电量比例仍然很低，使其成为一个潜力巨大的市场  新冠肺炎的爆发将减少国家对电力的需求；2020 年预计整体发电量将同比增长 2.1%；替代能源将有 9%的同比增长  核电：装机容量和发电量将在 2019-2022 年以 12%/12%的年均复合增长率增长

Cable drum is an object, which is round in shape and carries different types of wires or cables such as optic fiber, electrical, and other wire products. Different materials used for cable drums include plastic, plywood, wood, and steel. Wooden drums are manufactured from resinous wood and carries heavy loads. This report on the global cable drum market presents a detailed analysis of the trends, future estimations, and thorough study of the market based on material, mechanism, and region. The market segmentation on the basis of material includes wood, plywood, plastic, and steel. By mechanism, it is segmented into manual and motorized. The report also includes highlighted regional trends, the regional coverage of this market includes North America, Europe, Asia-Pacific, and LAMEA. It further provides insights on drivers, restraints, and opportunities to understand the dynamics and potential of the cable drum market. Furthermore, the report provides information about the strategies adopted by the key amrket players to sustain the competition and increase their market share. The key players analyzed in this report include August Hildebrandt GmbH, Bryant Unlimited, Cable Equipements, Conductix-Wampfler, Coxreels, Hannay Reels, Meccanica Nicoletti s.r.l., Schill GmbH & Co. Kg., Schwabe GmbH, and Svensson group. The report includes the study of the cable drum market with respect to the growth prospects and restraints based on regional analysis. The study includes Porter’s five forces analysis of the industry to determine the impact of suppliers, competitors, new entrants, substitutes, and buyers on the market growth.

4 月 17 日，政治局会议强调 2020 年全年经济工作稳重求进，同时强调“六稳”和“六保”，并首次提出用更大的宏 观政策力度对冲疫情的影响。会议提出加强传统基础设施和新基础设施的投资力度，加大老旧小区改造；在房地产方面坚持 “房住不炒”，保持地产平稳健康发展；并再次指明运用降息、降准、再贷款以及发行特别国债等等工具保障对冲政策的实 施。

 1Q20水泥板块持仓规模环比继续提升，已达到标准配置比例；大部分水泥龙头的1Q20基金重仓市值及重仓占流通盘比例均有增加。 发货已超去年同期，部分区域已出现赶工迹象，预计4月中下旬开始出现一定赶工潮。区域上1）推荐需求稳健，且在赶工潮下出货率 先恢复、库存较快消化、价格有望率先恢复性回升的华东、华南区域，以及2）需求与基建相关性更高、价格仍有空间的部分北方 （西北、京津冀等）区域。

我国速冻食品行业前景广阔，BC端皆大有可为。速冻食品细分品类的成长路径不同， 水饺汤圆作为中华传统饮食代表，全国化较早；火锅料、米面制品由于地域性特征，成 长路径为：某一地区的特色餐饮—流动人口或网红餐饮推动全国化-从餐饮走向家庭餐桌， 加速零售渠道渗透。

As a solution to congestion in cities, CO2 reduction, and healthier lifestyles, the governments of European Union, as well as various individual developed countries, such as the United States, are encouraging the use of bicycles by providing purchase subsidies or tax breaks. Additionally, governments are making subsidy schemes available to improve cycling infrastructure and promote cycling as a sustainable mobility solution. According to the World Economic Forum, bikes in Copenhagen, Denmark, outnumbered cars by more than five times, in 2018. This popularity of cycling is due to the increasing government investment toward cycling infrastructure across the city. For instance, in 2017, there were new green cycling routes of about 600 km and 3,500 new cycle parking stands established in Copenhagen. Such infrastructure investments propel the growth of the market studied. The rapidly progressing infrastructure spending is also taking the form of establishing e-bike recharge stations and increasing bicycle parking and hiring stations, especially near metro stations to ease multimodal transportation.

酒类受疫情冲击较大，食品稳健增长可期。白酒方面，1 季度需求受冲击较大，上市公司渠道腾挪空间较大，报表可能 没完全体现疫情影响。其它酒方面，渠道的腾挪空间小于白酒，1 季度业绩 可能明显下滑。食品方面，疫情对食品的影响较小，我们判断主流公司 1 季 度销售可持平或实现增长。