Plastic extrusion machine is a mechanical equipment, which performs plastic extrusion process. This process is used for mass production of extruded plastic parts such as piping/tubing, weather stripping, deck railings, wire insulation, fencing, plastic films and sheeting, and thermoplastic coatings with high precision and negligible wastage. Plastic extrusion can be achieved with an innumerable type of materials, including nylon, ABS, rigid and flexible PVC, elastomers, and others. Based on the type of material used, the extruded plastic product can be either rigid, semi-rigid or flexible, and may have any number of interesting properties. The global plastic extrusion machine market is segmented based on machine type, solution, process type, application, and region. Based on machine type, the market is divided into twin-screw and single screw. Based on solution, the market is bifurcated into new sales and aftermarket. Based on process type, the market is divided into blown film extrusion, sheet/film extrusion, tubing extrusion, and others. Based on application, the market is divided into building & construction, medical, transportation, consumer goods, and others.

Injection molding machine is a mechanical equipment, which performs injection molding process. This process is used for mass production of injection molded plastic parts. In this report, various types of plastic injection molding machines have been considered. With the help of this machine’s injection molded plastic, parts such as buckets, chairs, kitchenware, footwear, automotive parts, and others, could be manufactured with high precision and negligible wastage. The global injection molding machine market is segmented based on machine type, solution, clamping force, pressure type, application, and region. Based on machine type, the market is divided into electric, hybrid, and hydraulic. Based on solution, the market is bifurcated into new sales and aftermarket. Based on application, the market is divided into automotive, packaging, electronics, healthcare, consumer goods, toy making, building and construction, home appliances, and others. Based on pressure type, the market is divided into low pressure, and high pressure. Based on clamping force, the market is divided into less than 200 tons force, 200 to 500 tons force, and more than 500 tons force.

Medical devices used in the healthcare industries are increasingly connected to hospital network, internet, and other devices to provide features that increase the ability of healthcare organization to treat patients. This same features also increase the risk of various unauthorized access and cyber-attacks to critical data of the hospitals. Thus, healthcare organizations are using medical device security system to reduce the risk of cyber-attacks and to enhance the security of medical devices, which drives the growth of the market.

本次原材料涨价周期与 16~18 年类似，影响可以借鉴。大多企业毛利率或将受冲击，但需求旺盛下可削弱成本压力。精细化管理思维下提升效率、降低成本是有效应对手段。原材料涨价周期中，龙头竞争优势更加明显。

工业自动化：劳动年龄人口占比下降，机器换人大势所趋。工程机械：市场价格较为充分的反映了悲观预期。大宗商品价格大幅上涨，机械行业陆续提价。4月社融数据不及预期，短期继续配置泛消费赛道及稳定增长标的。

工程机械方面，4 月挖掘机销量增速出现较大幅度收窄，为 2.52%，其中国 内销量同比减少 5.24%。从前 4 月下游主要应用行业数据来看，基建和房地 产投资累计增速虽有所回落，但仍保持较快增长，基建投资累计同比提升 16.91%，房地产开发投资完成额累计同比增长 21.6%，工程机械景气度持续 回升。

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 关注迈为股份、金博股份。在制造业扩张态势不改的情况下，制造龙 头及刀具龙头有望显著受益。

销量保持高位，供给瓶颈显现。碳中和带来光伏发展正周期，各环节迎来扩产潮。抽水蓄能价格机制浮出水面，万亿市场空间有望开启。新能源汽车方面，强烈推荐量利齐升的六氟环节（天赐、 多氟多、天际），电解液环节建议关注新宙邦，正极建议容百科技、 德方纳米以及中伟股份，隔膜建议关注恩捷股份和星源材质，负极领 域建议关注璞泰来，锂电池环节建议关注亿纬锂能、宁德时代、国轩 高科。

海外电池企业 Q1 收入分化，lg、三星环比持续向上，全年 lg 及 sk 实 现高增长。LG 化学：营业利润率大幅提高，业绩超预期。三星 SDI：受季节影响环比下滑，全年高增可期。SKI：产能扩张提速，21 年目标翻番。松下：21 财年扭亏为盈，产能规划升级。

近期HJT中试、实验效率进展喜人，没有 P 型产能折旧压力的新晋厂商加速布局HJT 产能。5 月12 日明阳智能公告投资30 亿元建设年产5GW 的HJT电池产能、组件产能，投资金额为30 亿元，其中一期投资6 亿元，在2021 年完成1GW、组件产线建设。据