消费品；资本品；俄罗斯拉动；出口走弱

核 心观点: 推动氢 能重大技 术攻关 ，促进创 新成果 转化应用 。 鉴于我国 持续颁布的氢能源利好政策，氢能产业持续发展。上游电解槽招标项目持 续增多，制氢投资力度加大，建议关注参与电解槽招投标的公司;中游制 氢输氢项目获批增多，促进技术发展，建议关注具备输氢能力的企业;下 游政策持续扶持氢车应用，推动氢车设备更新，建议关注氢车应用领域的 企业。

2024 年前三季度我国造船三大指标实现同比增长。根据中国船舶工业行业协会 数据，2024 年 1-9 月，我国造船完工量 3634 万载重吨，同比增长 18.2%;新 接订单量 8711 万载重吨，同比增长 51.9%;截至 9 月底，手持订单量 19330 万载重吨，同比增长 44.3%。1-9 月，我国造船三大指标以载重吨计分别占全球 总量的 55.1%、74.7%和 61.4%。

Steam cleaners are cleaning appliances that use steam to quickly clean, dry, and sanitize inanimate surfaces that carry infectious organisms. They are also known as wet/dry vacuum cleaners. By end-users, the global steam cleaner market is dominated by the commercial segment, followed by the residential segment.

The global robotic floor scrubber market is gaining momentum due to the rising demand for effectiveness and efficiency by various commercial and industrial users, high labor costs in developed countries, and stringent norms regarding cleanliness and hygiene in various end-user industries. The popular trend of automation, rising dependence on technology to enhance productivity, and development of advanced technologies such as AI and sensors provide significant growth opportunities for vendors in the market.

Rugged devices are electronic devices that can withstand difficult climatic and environmental conditions. These devices are water- and dust-resistant, have a shockproof structure, and have a battery life of more than 10 hours.

Cord reels are made of cylindrical reel drums that have wounded electrical cords within their capacity. A reel drum has two large flanges or discs on its ends to secure the cord on the drum. It is encompassed within the frame, which has accessories such as brackets and bases, which allow the cord reel to be held in a particular location. The power cord reels can be placed across multiple spaces, such as on floors, ceilings, posts, walls, carts, and other equipment.

Portable generators provide electricity in situations in which access to grid power is challenging or impossible. Portable generators are small, portable power units that offer convenience and flexibility and usually use petrol, diesel, or other fuels. These generators are utilized in numerous applications, including camping vacations, outdoor gatherings, building sites, and emergency scenarios like power outages caused by natural catastrophes.

The global plumbing power tools market has been growing steadily in recent years owing to the increasing demand for technological innovations that led to the development of more efficient, powerful, and user-friendly plumbing power tools. Advancements such as brushless motors, improved battery technology in cordless tools, and smart features enhance the performance and usability of these tools, attracting professionals and DIY enthusiasts.

The outdoor litter vacuum market is growing at a steady rate due to increased awareness about cleanliness and waste management, coupled with stricter environmental regulations. Furthermore, the increase in infrastructure development and urbanization in emerging economies spurred the demand for this equipment. These factors collectively contribute to the rising adoption of outdoor litter vacuums.