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[医药制造业] [2020-02-24]
The market studied is currently being driven by factors, such as the increasing prevalence of sepsis, the growing incidence of hospital-acquired infections, rise in the number of sepsis procedures, and increase in the funding for sepsis-related research activities. Furthermore, similar hospital-acquired infections have been observed across the world and these are boosting the need for proper diagnosis. Hence, the rise in hospital-acquired infections is expected to drive the overall growth of the sepsis diagnosis market, over the forecast period. On the basis of pathogens that cause septicemia, the bacterial sepsis segment holds the largest market share, due to the fact that most of the patients suffering from blood-poisoning diseases are victims of bacterial infection. The most commonly formed bacterial sepsis is gram-negative bacteria.
[医药制造业] [2020-02-24]
本篇报告梳理了本次新冠病毒对(业务与疫情相关及与疫情无关的)两种类型药企的不同影响,并分别给出了相应的应对建议。
[医药制造业] [2020-02-24]
氯喹于1934 年首次合成,并于1949 上市成为抗疟药。该药能迅速、有效地控制疟疾的临床发作,亦可用于疟疾的预防。超过半个世纪的安全应用为这一药物的安全性提供了最好的背书。氯喹应用的不良反应少见,既有证据表明即使长期服用达数年之久,不良事件的发生率也较低。
[医药制造业] [2020-02-24]
投资建议 :建议关注创新能力强、产品线丰富的耗材企业以及IVD的细分龙头公司 。耗材企业如A股的乐普医 疗、大博凯利泰南微股的乐普医疗、大博医疗、凯利泰、南微医学、健帆生物,以及港股的威高股份、春立医疗爱康医疗、微创医疗等。
[仪器仪表制造业,采矿业,金属制品业] [2020-02-24]
Mining is the process of extracting coal, metals, minerals, and others from the earth. For these extractions, mining equipment are used for which drill bits are required. Mining drill bits are cutting tools that are used to dig hole of circular area. These drill bits are deployed to remove rock or debris material to create different size of holes. By type, the market is segmented into rotary bits, DTH hammers bits, and others. The others segment is further divided into anchor bits, cross bits, and chisel bits. Whereas, the rotary bits segment is bifurcated into fixed cutter bits and roller cone bits. Based on material, the market is categorized into steel, diamond, and tungsten carbide. The diamond bits segment is further classified into thermally stable diamond bits, PDC, and surface set diamond bits. Bit size analyzed in the report includes up to 150 mm to above 300 mm. By operation segment, the market is bifurcated into underground drilling and surface drilling.
[汽车制造业] [2020-02-24]
经过16 年的发展,经历了初创-成长-发展三个阶段,特斯拉已成为全球领先的电动车企。在产能方面,特斯拉在全球拥有五大工厂,汽车产能已达到64万辆,远期规划将达200 万辆;在交付量方面,随着产能释放,交付量持续提升,其中美国是当前最大市场,未来中国将取而代之;在业绩方面,持续改善并超预期,营收呈上升趋势,净利润有所改善,后续随着生产效率提升、规模效应显现、超级工厂建设逐步完成、期间费用率下降,特斯拉的净利率有望持续转正,现金流也将继续改善。
[信息传输、软件和信息技术服务业] [2020-02-24]
WiFi6 是IEEE 针对WLAN 网络的有一次重大技术升级。WiFi6 的设计不仅仅考虑了大带宽要求下的应用场景,例如AR/VR、4K/8K 高清视频等,也考虑了如何解决更多网络连接数下的拥塞问题。因此WiFi6引入了1024QAM,OFDMA 以及MU-MIMO 等诸多技术,在解决传输速率的同时,大幅提高了网络拥塞状态下的用户体验。
[信息传输、软件和信息技术服务业,制造业] [2020-02-24]
Emergence of analytical technologies in the manufacturing industry is expanding the potential of production facilities with more efficient product life cycle. The ability of predictive analytics to forecast futuristic outcomes, in terms of maintenance, marketing, sales, product defects, and many such other parameters fuels the market growth. Furthermore, the global manufacturing predictive analytics market dynamics provide key factors that impact the market growth, which include advent of Industrial Internet of Things (IIoT) and proliferation of Industry 4.0 evolution. The report features information on manufacturing predictive analytics software and services offered by the key market players. Furthermore, it highlights the strategies adopted by the major market players to improve the market share and sustain competition.
[食品制造业,酒、饮料和精制茶制造业] [2020-02-24]
投资建议:疫情过后,龙头集中度有望继续提升。白酒行业短期承压,但疫情冲击下行业内部加速洗牌,长期不改结构升级+头部集中趋势。疫情冲击预计带来两大影响,1)价盘短期小幅波动后企稳,长期高端白酒依然掌握行业定价权,品牌力进一步增强;2)预计名优白酒将持续挤压地产酒小品牌,品牌力强盈利能力稳定的企业将持续挤压同价格带竞品,疫后名优酒企或将有效补回旺季损失,抢占行业份额。推荐茅台、五粮液、泸州老窖、顺鑫农业、山西汾酒、古井贡酒,建议关注今世缘。
[] [2020-02-24]
新冠疫情防控已取得较好成效,居民生活逐步恢复正常化:截止2 月17日,全国新冠肺炎确诊病例累计72,436 例,死亡1,868 例,病例数量均已明显超过03 年非典。从疫情发展态势看,整体形势已趋于缓和,非湖北省份已有明显好转,截止2 月17 日,湖北以外省份累计确诊12,447 例,日新增确诊病例从2 月3 日890 例逐渐降至2 月17 日79 例。随着疫情趋于平稳,各地政府开始进入疫情防控+经济发展两手抓的新阶段,湖北以外省份均已复工,各地政府也陆续调整各项防疫政策,居民生活逐步重回正轨。