The major factors attributing to the growth of the market are the increasing number of disability cases, due to the growing geriatric population, increasing number of road mishaps, spinal cord injuries, and meningitis. These factors are likely to boost the growth of the global medical lifting slings market. As per the revised World Population Prospects, by the United Nations, the number of people aged 60 or above is expected to increase significantly, greater than double by 2050, i.e. from 962 million in 2017 to 2.1 billion in 2050, globally. This age group is highly vulnerable to different types of age-related diseases, which require personal mobility aids like medical lifting slings. According to Disabled World, currently, around 10% of the world population, or roughly 650 million people, are suffering from disability. In most of the OECD countries, females have higher rates of disability than males, and according to the UN Development Program (UNDP), 80% of the people with disabilities live in the developing countries. Therefore, the demographic trend toward an aging population and the rising incidences of chronic diseases led to longer hospital stays, which may increase the demand for medical lifting slings over the forecast period. Additionally, there has been a presence of a considerable number of companies, and the key players are focusing on acquisitions and collaborations to enhance their footprint in the global medical lifting slings market. Companies are focusing on expanding their footprint, primarily by launching innovative solutions for patients. For instance, Savaria acquired Silvalea, a sling manufacturer.

本月机械设备指数上升3.53%，沪深300指数上升4.85%，创业板指上升12.97%。机械设备在全部28个行业中涨幅排名第12位。剔除负值后，机械行业估值水平（整体法）28.8倍。全部机械股中，本月涨幅前三位分别是蓝英装备、*ST雪莱、智云股份，月涨幅分别为62.12%、53.18%和43.20%。

特斯拉Q2 共生产82,272 辆汽车，在疫情对二季度全球车市造成影响的前提下，特斯拉由于美国工厂在二季度接近一半的时间里经历了停产，导致特斯拉整体产量环比下降19.87%，其中Model 3/Y Q2 生产75,946 辆，环比下滑13%；但与此同时，特斯拉交付量达到90,650 辆，仍环比上涨2.55%，其中Model 3/Y 交付80,050 辆，同比上涨5%，在疫情的不利影响下，引领全球电动化发展。

6 月我国官方制造业PMI 50.9%，比上月上升0.3 个百分点。构成制造业PMI 的五大分类指标中，生产指数、新订单指数和供应商配送时间指数均高于临界点，原材料库存指数和从业人员指数均低于临界点。

继奥克斯短暂冲击空调内销第三后，美的凭借着渠道先行调整的优势，在内销出货及终端零售方面赶超格力。对此，我们认为需要从以下两方面去理解：一是格力正处在新零售改革关键期，需要主动降低渠道库存推动变革，因此内销出货不可避免会受到影响，不过结合当前终端零售和渠道库存水位看，二季度很可能是格力内销份额阶段性低点；二是目前美的仍在改革红利期，渠道变革所带来的效率优势，仍支持着公司空调的惊艳表现，尤其在龙头渠道调整以及疫情影响背景下。综合来看，我们认为份额交替大概率是一个短期现象，但美的的效率优势在本轮渠道变革中得到了充分体现。

2020 年5 月冰箱行业景气度有所回升，年后出货量增速首度转正，实现同比+1.01%。内销方面，受益“五一”促销与部分地区“家电下乡”、“以旧换新”等政策，叠加前期压抑消费需求释放，内销出货已逆转下行趋势，实现同比+0.31%；外销方面，5 月份海外疫情恶化，部分国外厂商停工停产叠加欧美国家居民囤积食物需求增长，致冰箱行业产能向国内厂商转移，实现同比+1.72%。

白电厨电可选复苏：根据京东数科统计，以冰箱、空调、洗衣机为代表的大家电品类618销售额分别同比增长45%、24%和44%，热水器也有不俗表现，销售额同比增长46%；大厨电烟机、灶具及套装、洗碗机销售额分别增长38%、47%、81%

2020上半年（2020年6月24日）上证指数收于2979.55点，较年初（2020年1月2日）收盘变动-3.42%；深证成指收于11813.53点，较年初收盘变动11.04%；沪深300收于4138.99点，较年初收盘变动-0.32%；家用电器板块收于7677.59点，较年初收盘变动-3.97%。

2020 年是变局之年，家电投资也需要结合行业变化，顺势而为。结合当前市场估值，我们建议关注四大投资主线：渠道改革（格力电器、海尔智家、美的集团）、国企改革（海信视像、海信家电、澳柯玛）、地产后周期（老板电器、浙江美大、华帝股份）、需求质变（海容冷链、石头科技、小熊电器、九阳股份、新宝股份、苏泊尔）。

由于新冠病毒在全球蔓延给新能源汽车产业带来了沉重的打击导致动力电池需求下滑，电池企业承压，LG化学、三星SDI和SKI三大韩系电池企业表现可圈可点，合并市场占有率跃升。