随着疫情经济趋缓，工业自动化行业需求逐步回归主线。我们认为2019 年至今 行业复苏受制于黑天鹅事件拖累，但4Q20~1Q21 开始有望迎来新一轮向上周期， 并在2021~22 年实现10%以上的复合成长，我们建议紧握进口替代、及先进制造 需求崛起带来的投资机会。

Automation as a service is a suite of services such as consulting, installation, maintenance, and support that are associated with business or industry automation. Automation is achieved by implementing disruptive technologies and adopting various robotic or autonomous systems that are capable to operate without or minimum human interference. Advent of robotic technologies in operational systems is a major factor that is expected to propel the market growth during the forecast period. This growth of the market is attributed to robotic technologies that have the capability of being integrated in different systems and then execute the existing flow of processes in a more optimized way. Furthermore, the demand for autonomous systems that are capable to handle tremendous amount of data in today’s digital era also boosts the growth of the global market. As these systems respond to data extraction and reporting requests at a rapid pace, they are expected to fulfill the high-speed content demand from consumers. The report features information on automation as a service offered by the key market players. Furthermore, it highlights the strategies adopted by the major market players to improve the market share and sustain competition.

This report on the global automatic doors market presents a detailed analysis of the trends, future estimations, and thorough study of the market on the basis of type, end user, and region. The study estimates the revenue generated from the sales of various types of automatic doors such as sliding, swinging, folding, and others. Moreover, it provides information on end users such as commercial, industrial, and residential. In addition, the report covers the revenue generated from the sales of products related to automatic doors offered in regions such as North America, Europe, Asia-Pacific, and LAMEA. It further provides insights on the drivers, restraints, and opportunities to understand the dynamics and potential of the automatic doors market. Furthermore, the report provides information about the strategies adopted by the key players to sustain the competition and increase their market shares.

截止2020 年5 月22 日，较2020 年5 月15 日，上证综指和沪深300 分别下跌1.91%和2.27%。本周新能源车、锂电池、电力设备、光伏、风电、核电分别下跌4.75%、3.89%、4.42%、4.29%、1.92%、1.65%。本周领涨股有东北电气（20.7%）、蓝海华腾（12.4%）、湘电股份（11.4%）、福斯特（9.9%）、万里股份（9.6%）等。

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。

In el ectronics manufacturing, IC (integrated circuit) packa ging is the final s tage of semiconductor device fabrication, in which, the tiny block of semiconducting material is encased in a supporting case that prevents physical damage and corrosion. The increasing efforts to make the electronic packaging highly resourceful has led to amplified usage in a myriad of applications. The reduction in package size is inversely proportional to the power dissipation. Therefore, the players in the market are striving to develop semiconductors that can retain power with reduced size. For instance, NXP semiconductors achieved 55% reduction in package size for its transistors range by retaining the same power performance，both devices take up an area space of 2 mm by 2 mm. These trends drive the growth of the miniaturized semiconductor and IC packaging markets. This has also resulted in the development of three-dimensional integrated circuits (3D IC) technology, which is increasingly adopted across various space-constrained applications, including portable consumer electronic devices, sensors, MEMS, and industrial products, as it increases the overall performance of the products regarding speed, durability, low power consumption, lightweight, and memory.

The report discusses different types of industrial refrigeration systems and components used for various applications. Industrial refrigeration systems are used for massive freezing and refrigeration plants that are usually involved in food & beverage processing, cold storage, and others. They are also used in the manufacturing industry. The report covers industrial systems offerings, which include industrial refrigerators and components. By component, the market is categorized into compressors, condensers, evaporators, controls, and others. Depending on refrigerant type, the market is divided into ammonia, carbon dioxide, hydrofluorocarbon (HFC), and others. On the basis of application, the market is categorized into fresh fruits & vegetables; dairy & ice cream; meat, poultry, & fish; beverages; chemicals; pharmaceuticals; and others. By region, the market is analyzed across North America, Europe, Asia-Pacific, and LAMEA.

This report on the global stacker market presents a detailed analysis of the trends, future estimations, and thorough study of the market based on type, end-user, and region. The market segmentation based on type includes electric, manual/hydraulic, and semi-electric. By end-user, it is segmented into retail & wholesale, logistics, automobile, food & beverages, and others. The report also includes highlighted regional trends, the regional coverage of this market includes North America, Europe, Asia-Pacific, and LAMEA (Latin America, Middle East, and Africa). It further provides insights on the drivers, restraints, and opportunities to understand the dynamics and potential of the stacker market. Furthermore, the report provides information about the strategies adopted by key players to sustain the competition and increase their market shares.

618 大促活动已经成为覆盖5 亿用户、成交额超5,000 亿的行业年中大促。根据QuestMobile，2019 年618 当天移动购物行业日活跃用户规模达5.2亿，同比增长18.4%，6 月1 日至6 月18 日平均日活跃用户达4.63 亿，同比增长25.1%。2019 年618 期间，快递揽件量达31.9 亿，同比增长26.6%，由于持续时间长于双11（18 天 vs. 11 天），大促期间合计揽件量高于双11期间。按照2019 年全年实物商品172 元的客单价估算，我们预计2019 年618 行业总体成交额超过5,000 亿元（vs. 2019 年11 月1 日-11 月11 日双11 总体成交额为5,735 亿元），同比增长约20%。