集成灶是指将传统燃气灶和传统吸油烟机进行集成结合，同时整合搭配消毒柜、烤箱、整箱等不同功能产品的新型厨房电器。集成灶通过模块化的产品设计和低空下排的吸油烟方式实现更加高效的油烟净化能力和更低的噪音。随着集成灶技术不断的革新与发展以及行业标准的逐渐规范，集成灶产品已逐渐被消费者认识并得到认可。

我们预计下半年内需和外贸增速回落，财政政策和货币政策趋于中性，以结构性行情为主。过去几年中美贸易摩擦和疫情加快中国制造升级和进口替代，制造业资本开支回升，并且智能升级趋势明显。机械行业龙头在逆境中实现竞争力提升，龙头企业有应对各种不确定性的能力，在周期波动中把握龙头投资机会。

“双碳”为我国能源变革提供长期指引，今年各部委出台政策细化落实“双碳”目标。新能源发电在“双碳”背景下，迎来新的投产高峰期。行业景气度提升，拉动产品需求，但随之引发的价格博弈与利润再分配是今年需要密切跟踪的焦点问题。“电动化、智能化”浪潮正在席卷全球，今年迎来新能源车高增元年，上半年中国、欧洲销量喜报频传。储能及氢能产业方兴未艾。储能拉动锂电池需求量。光伏制氢最具潜力。

上周（06.21-06.25)政策利好＋上游价格企稳，光伏产业链表现持续向好（沪 深300 +2．了％／日SCEI +2.2%)，前期盈利承压触底环节领涨，天合光能／东方 日升／福莱特日/A／隆基股份收涨20．了％/1了．0 %/ 16.6 %/ 16.0 %/ 13.5 %；其余 收跌一3.0%（大全新能源）一收涨12.4%（通威股份）。 

The global commercial hand dryer market mainly includes two product segments: hot air and jet air hand dryers. Hot air dryers use the traditional technology of evaporating water to dry hands, whereas the jet drying system is capable of blowing the water away from the hands within a few seconds. Further, the hot air system has also undergone numerous technological advancements with due course of time. Taking demand into consideration, both products are widely popular among endusers. In the present scenario, the market is dominated by hot air hand dryers in terms of unit sales and revenue. However, jet air dryers accounted for almost the same revenue generation. One of the key reasons for this is the pricing difference between hot air and jet air dryers.

在技术瓶颈逐步突破的背景下，借力疫情期间的订单验证机会，受益于制造业复苏与升级，预计国产数控刀具将迎来黄金发展的五年，对应需求规模CAGR将达20.2%。首次覆盖硬质合金刀具行业并给予“强于大市”评级。从规模增速及技术储备两个角度选择标的公司，建议关注具备领先技术储备的中钨高新与厦门钨业，以及产能迅速扩张的欧科亿与华锐精密。

刀具是机械制造产业链不可或缺的工具，直接影响产品加工质量优劣和加工效率高低。切削刀具大约占整个机械加工流程90%加工量，但刀具消费在产品成本结构中占比很低，在机械零件成本中仅占3%，但是其作用很大，直接影响加工件的质量销量，据统计显示高端刀具能提高机床切削速度，降低生产成本，机床切削速度每提高15%~20%，制造成本能降低10%~15%，刀具虽小，但在制造业中作用却非常关键。

The development and usage of energy-based aesthetic devices for medical and cosmetic procedures has increased exponentially over the past years. The report covers the aesthetic lasers and energy devices used for the rejuvenation of hair and skin. However, the report does not include services for these devices. The aesthetic lasers and energy devices market is segmented on the basis of technology, product, application, end users, and region.

Cordless vacuum cleaners are electrical appliances that are designed to make the cleaning task more convenient. These vacuum cleaners contribute to increased productivity and save around 50% of the time over manual cleaning. Users no longer struggle with the tangled cord of corded vacuum cleaners, finding power sockets, and changing the socket when the cord does not reach. The cordless vacuum cleaner market is currently growing at a brisk pace considering the current focus of people on cleanliness. North America and Europe are contributing to a larger share of the market, whereas APAC is observing a higher growth rate due to a rise in disposable income, health awareness, etc. Also, adding to the rising trend in APAC, China is the major production base for vacuum cleaners, and vendors are setting up joint ventures in China due to the presence of large numbers of OEMs and ODMs.

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: