新能源:前5月新能源行业需求倍增，锂电池企业扩产趋势显著。工业自动化:5月代表性产品产量保持高速增长。工程机械:5月中金挖机利用指数同比下降17.5%6月增速有望企稳。我们认为工程机械龙头主机厂和零部件企业估值已充分反映短期利空，长期看好三一重工、中联重科、恒立液压。

COPD and asthma diagnostic and monitoring devices, such spirometers, electrocardiogram, FeNo test analyzer, peak flow meter, arterial blood gas analyzer (ABG), polysomnography devices, helps in diagnosis of respiratory distress, provide real-time feedback on treatment effects, and detect shock. The report provides market dynamics and trends related to the global COPD and asthma diagnostic and monitoring device market. In addition, it presents estimations and forecast of the market. The study estimates revenue generated from sales of consumables and accessories used in COPD and asthma. However, the report excludes revenue generated from post-sale services and service costs associated with the market.

1）技术优势：公司是眼部按摩器、头部按摩器以及智能便携按摩器等按摩器具细分行业的开创者，属于国家高新技术企业，拥有专利537项，产品获得十余项奖项。2）品牌优势：公司深耕智能便携按摩器产品市场近二十年，拥有自主品牌“breo”与“倍轻松”，细分领域品牌认知度高。3）资质认证优势：公司在质量管理、技术研发、环境保护等方面通过了境内外多项重要资质认证的全面评估，产品能够符合进入境内市场及欧盟成员国、美国等境外发达国家市场的要求。4）渠道销售优势：公司线下直营门店多而广，且卡位核心机场等人流量密集区域，非常适合本公司商品营销。

近两周机械行业下跌0.88%，跑赢沪深300 2.52 个百分点。机械行业上游原材料价格处于近5 年较高位置，自5 月中旬开始出现下跌趋势，今年以来钢价/铜价/铝价指数上涨17.96%/16.75%/18.99%，近两周以来（6月4 日—6 月18 日）钢材/铜价/铝价指数相比6 月4 日（两周前周五）环比下跌1.70%/5.40%/0.71%。

21年新核准光伏项目对标燃煤标杆电价，超我们预期！根据光伏风电开发建设意见，19-20年的存量平价竞价项目可选择延期至明年并网，同时21年新核准光伏项目对标燃煤标杆电价，我们预计新申报项目量将超预期，21、22年全球装机分别为150-170GW、210-230GW，同增约30%、40%，同时22年产业链单位盈利同比将有所改善，量利双升！

本监测报告内容覆盖智能制造装备总体产业，包括智能测控装置、关键基础零部件、智能化高端装备和重大集成智能装备等智能制造装备的细分产业；以关键制造环节的智能化为核心，以端到端数据流为基础，和以网通互联为支撑。包括智能产品、智能生产、智能工厂、智能物流、各类智能机器人等。

HVAC control is used to regulate operations of air conditioning and heating systems. It is a control system equipped with sensing device, which is used to compare actual state such as temperature with a target state.. For the purpose of analysis, the report segments the global HVAC control market based on system, implementation type, end user, and region. The report provides the information about the various HVAC systems available in the market such as temperature control system, ventilation control system, humidity control system, and integrated control system. Furthermore, it outlines the details about the type of implementation of HVAC systems into a new construction and retrofit design. In addition, it summarizes the aspects about the major consumers of HVAC control systems such as industrial, residential, and commercial. The report further includes a micro-level study of different regions adopting the HVAC control systems, including North America, Europe, Asia-Pacific, and LAMEA to understand their regional trends.

Buildings are responsible for up to 24% of greenhouse gas emissions and account for over 40% of the world’s total primary electricity use. These numbers are increasing YOY due to the rising world population and improving living standards. The global landscape will be confronted with energy shortages in the future, in addition to the unfavorable repercussions of climate change. It is evident that the present energygeneration system is not sustainable. There is a dire need to shift to renewable sources such as solar power for clean and sustainable energy.

The report provides market dynamics and trends related to the global thermoluminescent dosimeter (TLD) services market. In addition, it presents the market estimations and forecast. The study estimates the revenues that are confined to dosimetry services, which are being provided on a monthly, quarterly, half yearly, and annual basis. However, the market estimates do not include revenue generated from the sale of dosimetry products.

2021 年5 月22 日-2021 年6 月21 日，沪深300 下跌0.85%，机械板块上涨3.89%，跑赢大盘4.74 个百分点，在申万所有一级行业中位于第9 位，18个子行业4 跌14 涨，其中表现最好的5 个子行业分别为农用机械、仪器仪表Ⅲ、纺织服装设备、磨具磨料、印刷包装机械，分别上涨20.34%、13.04%、11.25%、11.04%和10.38%。截至2021 年6 月21 日，行业TTM 市盈率为26 倍，相对于沪深300 的估值溢价率为85%。