The AI in healthcare was introduced back in the 1960s with simple CAD systems for chest X-Ray and mammography applications. In recent years, AI-based systems have shown a stronghold on major technological advancement in the healthcare ecosystem, evolving around patient-centric and value-based care models. According to one of the key vendors of medical imaging Koninklijke Philips N.V., nearly 60% of its research and development activities are dedicated to software, and a large part of these research are on AI.

1.3月申万二、 三级指数全线下跌，从指数和个股表现来看，风电 板块跌幅最大。 2.从已公布年报的上市企业业绩来看，2021 年业绩突出的企业集 中在电网自动化设备、光伏辅材、光伏加工设备、输变电设备、线缆部 件。 3.截止2 月光伏累计新增装机量达到9.25GW，同比增长184.62%， 在装机的提振下，太阳能的电源投资额同比增长154.1%，在各类能源 中涨幅居首；电网建设推进也较为顺利，基础建设同比增速达到 37.89%。 4.储能配套政策仍在持续推进，着力建设特高压通道提升输电通道 利用效率和可再生能源电量占比。

New trends in elevators and escalators, such as smart lifts, traction elevators, and pneumatic elevators are creating value grab opportunities for manufacturers. Traction lifts are found to travel faster than hydraulic lifts, and can be used in both high-rise and mid-rise buildings. Hence, companies in the elevator & escalator market are pushing the sales of traction elevators in high-rise buildings of China, owing to high population density. Manufacturers in the elevator & escalator market are targeting pneumatic lifts for places where there is a limited passenger footfall. These lifts are being designed in wheelchair accessiblemode.

Lawn mowers are one of the most used gardening equipment for grass cutting and lawn mowing. Walk-behind and ride-on mowers are the traditional equipment used for mowing grass. However, with the emergence of various technologies, robotic lawn mowers are increasingly gaining momentum, thereby offering new growth opportunities to robotic lawn mower accessories in the market in recent years. Consumers are increasingly moving towards autonomous products as it helps in minimizing human efforts and promotes effectiveness and efficiency. With the rising awareness about technologies and the importance of automation, the demand for robotic lawn mowers is growing significantly, thereby leading to a surge in the robotic lawn mowers accessories market.

3月空调内销在零售端表现不佳的背景下同比增长3.2%，外销则延续增长趋势。由于4 月份疫情影响持续，空调零售端恢复依然面临一定难度。由于空调销售旺季即将到来，叠加出口形势较好，内外销排产均有所增长。近期原材料价格处于高位，厂商通过提价对冲成本上涨压力，行业盈利改善预期有望延续。白电龙头由于近期调整较多，估值处于历史相对较低位置，安全边际较高，推荐美的集团（000333）、格力电器（000651）和海尔智家（600690）。

2022 年3 月19 日-2022 年4 月18 日，沪深300 下跌2.33%，机械板块下跌7.98%，跑输大盘5.65 个百分点，在申万所有一级行业中位于第26 位，19 个子行业中表现较好的子行业分别为工程机械整机、磨具磨料、轨交设备。截至2022 年4 月18 日，行业TTM 市盈率为11 倍（整体法，剔除负值），相对于沪深300 的估值溢价率为91%。

7 月4 日，神舟十二号航天员刘伯明成功开启天和核心舱节点舱出舱舱门，随后航天员刘伯明、汤洪波先后从天和核心舱节点舱成功出舱。这次出舱任务是由空间站舱外的机械臂配合航天员共同完成。该机械臂是我国目前智能程度最高、技术难度最大、系统最复杂的空间智能机械臂。该机械臂一共是分为三个肩，一个肘和三个腕，外加两个末端执行机构，具有七个自由度的活动能力。整个机械臂展开后的长度超过10 米，它能真实模拟人手臂的灵活转动，通过旋转结构，能在前后左右的任何角度和部位抓取物体，抓取能力可以达25 吨。

Before the virus outburst, Elevators, EscalatorEscalatorand Moving walkways MarketMarkethas experienced tremendous growthgrowth.The major factors led the industry growth includesincludes,riserisein construction activities, government rolerolein boosting infrastructure activities, rising population andandso as demanddemandfor residential constructionsconstructions,and industrializationindustrialization. 

Data centers are the largest consumers of electricity in the world. They consume around 3% of the world’s electricity. It is expected that by 2030, data centers will consume around 8% of the global electricity. The increasing construction of hyperscale data centers will raise the energy demand by more than 600 terawatthours of electricity by 2021. A data center can consume power ranging from 100 kW to over 100 MW. The incoming power to the facility from the utility feed is 2−33 kV, which is reduced to 480 V using on-site transformers. The power from the transformer is fed into the switchgear or automatic transfer switches (ATS), which are connected in parallel to the generator to supply backup power during outages.

3 月24 日，国家发改委、能源局以及财政部三部委联合下发《关于开展可再生能源发电补贴自査工作的通知》，决定在全国范围内开展可再生能源发电补贴核查工作，通过企业自查、现场检查、重点督查相结合的方式，进一步摸清可再生能源发电补贴底数，严厉打击可再生能源发电骗补等行为。我们认为，鼓励企业通过自查主动发现并纠正问题，有利于推进后续补贴历史欠账问题的解决。若此次历史欠补问题能够正式步入解决流程，并在未来形成补贴及时兑付的机制，将有利于我国新能源产业的长期发展。具体标的方面，可再生能源发电运营企业将直接受益，建议关注相关龙头企业三峡能源等。