人工智能迎来应用拐点，23-28年数据中心新增IT负载CAGR高达24% 算力是数字经济时代的核心生产力，是继热力、电力之后重要的新生产力。2020年以来全球大模型快速发展迭代，以DeepSeek为代表的开源模型大幅降低AI门槛，根据杰文斯悖论推理和应用需求有望出现爆发式增长。2023年全球计 算设备算力总规模达到1397EFops，其中智能算力占比为63%；预计2030年全球算力将超过16ZFlops，2023-2030CAGR达42%，其中智能算力占比超过90%。根据Semi Analysis，2023年全球数据中心IT负载规模约为49GW，预计 2028年达到140GW，23-28年CAGR高达24%；其中，AI负载有望达到80-85GW，五年时间增长约20倍。AI革命背景下，全球主要云服务商资本开支快速放量，美国四大云厂2025年资本开支预计超过3100亿美元，同比增长43%；国 内以字节跳动、阿里、腾讯为代表的头部互联网企业纷纷加大数据中心基建力度。

Water filters are designed to remove impurities such as sediments, taste, odor, bacteria, herbicides, and pesticides from the water to improve its quality for residential applications such as drinking, cooking, bathing, and other appliances. According to World Bank 2023, over two billion people worldwide lack access to safely managed drinking water services.

2024 年，中国电视品牌继续强化海外消费者认知、提升全球份额（奥维睿沃，2024Q1-Q3 TCL/海信全球出货量分别同比+10.3%/+4.7%，行业仅+2.2%），我们认为中国电视产品的高质量、创新力正逐步改变海外年轻消费群体对中国家电产品的刻板印象，迭代更快的电视产品有望通过 Mini LED 背光电视，率先突破“性价比”的固有标签，在众多家电品类中脱颖而出。我们认为随着 2025 年面板价格压力缓解叠加国内以旧换新政策驱动产品结构升级，电视板块有望迎来盈利改善周期，建议关注 TCL 电子（全球化积极，Mini LED 领先）、海信视像（高端化突破，全球份额提升）、兆驰股份（垂直整合，成本优势明显）。

The vehicle-mounted crane market encompasses a range of cranes mounted on vehicles designed to facilitate the transportation and installation of heavy materials across various industries. This type of vehicle-mounted crane includes truck￾mounted cranes, all-terrain cranes, and crawler cranes which are used for applications in mining and oil & gas, construction, logistics and warehousing, and utility and maintenance and other sectors. Vehicle-mounted cranes are characterized by their mobility, allowing easy transport to job sites and the capability to operate in diverse environments. They serve various lifting needs, including heavy construction materials, equipment installation, and maintenance tasks, making them essential for enhancing operational efficiency in industries that require lifting and positioning capabilities.

The multi-layer ceramic capacitor (MLCC) market size is estimated at USD 12.41 billion in 2022. It is expected to reach USD 17.44 billion by 2028, growing at a CAGR of 5.72% during the forecast period (2023-2028). The multilayer ceramic capacitor (MLCC) market is growing due to upward demand from the automobile industry, amplifying the adoption of electric-powered vehicles, and the improvement of 5G technology. Multilayer ceramic capacitor (MLCC) is one of the most extensively used passive aspects in communications, consumer electronics, automotive, military, and other industries.

A mobile diesel heater is a type of heating device that uses diesel fuel to produce heat. They are used in a variety of settings, including automotive repair shops and construction sites. They are also used in warehouses and outdoor events. In addition, they are used in camping and other situations where temporary or additional heating is needed.

Global Machine Tools Market - Focused Insights 2024-2029

The ventilation and filtration taking place in heating, ventilation, and air conditioning (HVAC) systems ensure high air quality and overall thermal balance in industrial premises. These systems use heat exchangers, pumps, and fans to control and regulate humidity and temperature levels. Each industry varies in its heating and cooling needs. In addition, they must maintain a certain level of air quality. These requirements determine the type of industrial HVAC systems to be deployed.

尊界 S800 技术发布会，L3 级自动驾驶的商业化推进。2 月 20 日，华为举办尊界 S800 技术发布会开始，预计 5 月底 正式上市。L3 级自动驾驶的商业化推进亦为鸿蒙智行在 2025 年的重中之重。华为 ADS 目前已经实现全国都能开、有位就能停、端到端类人智驾，为 L3 级自动驾驶的到来做好准备。尊界 S800 传感器方面搭载 4 颗激光雷达，3 颗分布式毫米波雷达，11 颗摄像头，12 颗超声波雷达，2 颗角毫米波雷达，利好华为相关智驾产业链发展。

家电企业积极拥抱 DeepSeek，家电智能化进程有望提速。多个家电头部企业宣布整合 DeepSeek 大模型，有望实现从智能终端交互（如语音意图理解、跨设备协同）到工业效率优化（供应链预测、生产排程）的全链路升级。目前，海信自研的星海大模型已接入 DeepSeek，在智慧生活和智慧城市领域为用户带来全新的智能交互体验，大幅提升了用户智能家居体验；美的旗下美擎集成平台 iPaaS 成功接入 DeepSeek 大模型，此次接入将与现有美擎大模型形成强大协同生态，为企业提供更智能、高效、性价比更高的数智化产品和方案，助力企业高质量发展。短期看接入 AI 的高端产品销售有望带动出货结构提升，长期看积极拥抱 AI 并能够形成技术生态的企业将建立新的护城河。