1）从经销商的 五一订单数据上看，同比增长明显，需求 60-70%来自宴席、婚庆需求， 20-30%企业需求。同时基建带来的白酒需求有起色。2）中小酒厂这次 受疫情影响比较大，小企业现金流紧张，产品动销差，成本高，加速 退出市场。区域龙头率先复苏，以武汉市场为例，白云边复苏势头明 显强于稻花香和黄鹤楼。3）餐饮的影响主要是消费场景，目前武汉餐 饮 30%开业，外部区域餐饮开业率在 70%以上。

2020Q1 食品饮料基金重仓持股比例 6.9%，环比回落 0.9pct，已连续三个季度回落。 分子行业来看，白酒配置比例由 2019Q4 的 5.8%回落至 2020Q1 的 4.9%水平，多数 白酒公司的持有基金数增加。贵州茅台、五粮液等获基金增持、泸州老窖、古井贡 酒等被减持。非白酒配置比例回升 0.17pct，啤酒与乳制品被基金减持，考虑到食品饮料需求刚性，消 费复苏期间板块可能更获青睐，我们预计 2020Q2 基金持仓食品饮料比例可能回升。

这一轮与上两轮原油价格的暴跌区别之处是：既是需求冲击，又是供 给冲击。我们认为原油市场可能有两个拐点：一个拐点或者说次要的拐点 是供给端的变化，即 OPEC+减产联盟重新形成。这个次要拐点会显著影 响原油价格回升的高度和速度。第二个拐点是在原油市场的右侧，也是主 要的拐点，则是欧美疫情的变化。当欧美疫情出现明显可控的局面时，原 油，以及全球主要风险资产都会出现一个明显的拐点。

In the current scenario, buyers consider the vehicle’s interior as an important feature while purchasing a car, truck, or an SUV. Upholstery is an integral part of the interior. As vehicle interior is becoming more elaborate, with contrasting surfaces and textures used to bring in the decorative and functional effect, automotive makers are considering new materials for the upholstery, with enhanced environmental performance. Fabric coatings, such as Scotchgard, also observed significant growth, as customers work to preserve the upscale interiors that they purchase. In general, the peripheral industries to the automotive upholstery industry are also experiencing steady growth. As upholstery continues to evolve and capture the attention of automotive buyers, the materials and tools used to maintain that upholstery naturally experience an increasing demand.  Woven fabrics are used in dashboards, sun visors, seats and interior walls, and represent the fastest growing fabric type in the automotive upholstery market. Woven fabrics often consist of nylon, polyester, wool, or polypropylene, which have excellent performance characteristics. These materials are resistant to ultraviolet radiation and have reduced flammability, making them ideal for extreme environments sometimes found within vehicle interiors.

The global bakery processing equipment market is analyzed on the basis of its prospect and future growth rate. The report highlights numerous factors that influence the growth of the market. These include market forecast, drivers, restraints, opportunities, and role of different key players operating in the market. The report is analyzed by type, which includes ovens & proofers, mixers, sheeters & molders, and others. The report also segments market on the basis of application mainly bread, cakes & pastries cookies & biscuits, pizza crusts, and others. Furthermore, it includes the revenue generated from the sales of bakery processing equipment across North America, Europe, Asia-Pacific, and LAMEA

The electricity generation, transmission, distribution, and consumption processes, within the vast industrial landscape, are undergoing dramatic changes. On the production side of the business, the pressure is on the utility companies to include greener approaches to production and to improve efficiency at every stage of the process. However, on the consumption side of the business, governments are encouraging optimal energy usage and are providing incentives for the same, through various programs. With the advent of robust information and communication technologies, and new transmission and distribution (T&D) technologies, smart grids are enabling the mitigation of the imbalance between the demand and supply of energy, and are enhancing the utility’s ability to balance load, stabilize the grid, and improve resilience. Although the technological trend has drastically advanced within the sector, there is a lot more to be done to make the industry eco-friendly. Demand response encompasses several different strategies, by which the commercial electricity customers are incentivized to adjust in the short-term, when they use electricity in contrast to energy efficiency and energy conservation, which seek to reduce total electricity load. Demand flexibility can also help providers in some cases, to avoid or defer investments in central generation, transmission, distribution, and peaking power plants.

Enterprises are focusing more and more on adopting diverse technologies for their business operations, in a bid to reduce their overall costs and gain a competitive advantage over their rivals. Vendors of material handling solutions have gradually veered toward the modern approach of helping end-users focus on the space and time utility of their operations, by manufacturing flexible systems that can seamlessly integrate with other systems as a part of the overall material handling plan.  For instance, AS/RS have emerged as one of the most dynamic solutions in the field of material handling equipment and are mainly deployed in warehouses and distribution centers. Despite gaining initial traction in the manufacturing sector, other sectors such as food & beverage, life sciences, etc. have gradually realized the benefits of using AS/RS across various phases in the supply chain, ranging from mundane to complex tasks.

Aerospace materials are materials that are deployed for various aerospace purposes, as they offer enhanced properties such as high tensile strength, superior temperature tolerance, enhanced transparency, and hard surface. The aerospace manufacturers are shifting their preference toward materials such as advanced plastics, carbon or glass based fiber composites in the construction of aircraft parts such as airframes, windows, interiors, engine components, propulsion systems, mirrors, and ceilings, thereby replacing conventional metals. The aerospace materials market is segmented into type, application, type of aircraft, and region. On the basis of type, the market is categorized into composites, metals, and plastics. The composite segment is further divided into resins and fiber. The applications covered in the study include interior and exterior. Depending on type of aircraft, the market is segregated into commercial, military, rotorcraft, and space. Region wise, it is analyzed across North America, Europe, Asia-Pacific, and LAMEA.

With a large-scale growth in the aviation industry, the demand for engines and the related components has increased to the extent that the engine manufacturers are now compelled to manufacture a huge number of engines per year. This factor, in turn, is boosting the growth of the engine blades market, as the demand is higher than ever before. However, there is a mounting pressure on the entire supply chain, as the aircraft manufacturers are planning to increase their production rates. The component and part manufacturers are expanding their production facilities, along with adopting the latest technologies, primarily to boost their production capacities. Owing to the growing demand, the companies are trying to attract new customers and boost up their market share by adopting technologies that can reduce the overall weight and emissions of the engines, which is boosting the R&D activities in the industry.