2024 年 10 月以来，密歇根、宾夕法尼亚、内华达等关键摇摆州的民调结果显示特朗普支持率 领先，使得特朗普的胜选预期大幅提升，市场部分观点担忧若特朗普重新执政，可能通过废除 IRA 法案等手段阻挠新能源发展。我们认为，由于共和党内对于鼓励新能源发展的 IRA 法案的 观点存在分歧、特朗普本轮竞选中金主的能源立场趋于多样化、IRA 的资金分配已较充分难以 追回等原因，IRA 法案或难以废除或大幅缩水，美国仍是新能源出海的优质市场

近年来，中国机械工业发展迅猛，作为几大传动方式中最经典的机械传动备受关注，齿轮行 业逐渐走进人们的视野中。2023年11月16日，浙江夏厦精密制造股份有限公司(下称“夏厦精密”， SZ:001306)在深圳证券交易所主板上市。作为机械工业的重要组成部分，齿轮到底有什么特点? 对于中国机械工业乃至通用设备制造业的意义是什么?中国有哪些公司在这个领域深耕? 本文主要关注于齿轮部分的市场现状，了解齿轮技术的现状，产业链情况，分析了齿轮的技术应用 场景以及未来的发展难点和趋势。

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.