It is estimated that over 600 million people across the world lack access to safe water as a majority of the freshwater resources are contaminated and are unsuitable for human consumption without undergoing multiple levels of treatment at the municipal and residential levels. The delivery of the highest quality water signifies the hallmark of modern civilization, where the water treatment systems like dispensers have undergone various technological innovations in terms of filtration techniques to address modern challenges. Accordingly, the global water dispenser market is expected to pose an absolute growth of 53% in revenue terms during the forecast period, with huge growth potential in the markets of APAC, Latin America, and the Middle East & Africa due to the under-penetration of water treatment systems.

The air purifier market is one of the growing markets in the electronic appliances industry. The use of air purifiers is growing across countries, particularly those where the concentration of pollution is increasing. Growth in industrial activities, urbanization, traffic pollution, and emissions from factories and household activities are the major growth drivers of the air purifier market. The market is witnessing increasing demand from regions such as APAC, Europe, and North America. Some of the advantages of air purifiers include

2021 年11 月，沿三大板块看好我国高端制造业的发展潜力。光伏板块目前仍处于快速成长期，HJT 利好频传更是直接利好核心设备商，重点关注晶盛机电、迈为股份、金博股份、奥特维。

10 月28 日，隆基股份的商业尺寸HJT(M6)太阳能电池经ISFH 测试，转换效率达26.30%，再次打破世界纪录。10 月23 日隆基股份曾以25.82%的转换效率创造了该电池技术的新世界纪录，接连打破世界记录体现隆基股份对于HJT 的重点布局。

本周机械设备指上涨 0.24%，沪深 300 指数上涨0.56%，创业板指上涨0.26%。机械设备在全部28 个行业中涨跌幅排名第15 位。剔除负值后，机械行业股指水平（整体法）26.6。

本轮工程机械行业景气周期始于2016 年，主要驱动力既有基建、地产等传统下游领域的复苏，也有人工替代、设备更新、出口增加等其他因素。而随着设备更新高峰逐渐结束、人工替代效应减弱以及下游需求趋势性走弱，国内需求料将逐渐回落。

9 月PMI 指数收于49.6%, 较上月降0.5pct，2020 年3 月以来首次位于 枯荣线以下。其中生产指数和新订单指数分别为49.5%和49.6%，分别较 上月回落1.4pct 和0.3pct，受全国性限电限产影响，生产指数下降明显。