Genomic data analysis is a computational process that helps researchers and clinicians to analyze and interpret data generated by modern genomics technologies, such as NGS and PCR. The genomic data analysis steps typically include data collection, quality check, data cleaning, processing, modeling, visualization, and reporting, through which the data can be further translated to potential insights. As sequencing technologies are producing millions of high-quality reads per run, the adoption of robust genomic data analysis software solutions has increased significantly over the past few years.

Gene therapy cell culture media is a substance composed of various nutrients that are essential for the growth, maintenance, development, proliferation, and storage of cells. A culture media contains constituents such as glucose, attachment & growth factors, and other important elements that supplement cellular growth. In this report, the global gene therapy cell culture media market is analyzed using the revenue generated by sales of culture media involved in life science and biotechnology research. However, the report does not consider revenue generated by sales of reagents, sera, disposables, consumables, and instruments involved in life sciences and healthcare research.

The first method of sequencing was introduced around half a century ago, and since then, sequencing technologies have continued to evolve, especially after the appearance of the first sequencers from next-generation sequencing (NGS) technology, which appeared in 2005. These technologies are characterized by their high throughput, which gives the opportunity to produce millions of reads with inexpensive sequencing. NGS and nanopore technologies are now the starting point for several areas of research based on the study and analysis of biological sequences.

本篇报告作为ESG 首篇双周报告，我们梳理了ESG 主题相关的政策和基金产品，其中碳中和在2020 年已经成为ESG 概念下政策关注的热点问题。并更新了数据科技组ESG 评分体系下的相关数据，基于该评价体系在2020 年4 季度的评分，其TOP30 组合在2021 年1 月4 日至2 月19 日累计收益为9.92%。

2020 年国内5G 渗透率加速提升。在行业竞争有望趋于理性背景下，我们认为5G 用户占比的提升有望驱动运营商移动业务于未来三年持续回暖。5G 加速渗透有望带动移动业务回暖。行业竞争趋于理性，共建共享缓解5G 资本开支压力，新兴业务有望成为长期增长动力。

我们观察到进入20 年下半年以来随着疫情的复苏各类工业原材料迎来了一波涨价热潮，其中作为覆铜板上游三大原材料的铜箔/树脂/玻纤布的价格均有不同程度上涨。原材料涨价及需求旺盛引发下游覆铜板的涨价潮，领头企业建滔/生益多次对下游PCB 厂商供货提价。需求端我们看到各个下游需求旺盛，汽车/消费电子等领域订单相较于上半年回升明显，行业复苏态势强劲。本篇报告重点回顾2016 年覆铜板及上游原材料涨价潮，对于当前复苏涨价行情有一定指导和借鉴。