2023年家电板块行情强于市场。2023 年以来家电板块估值有所修复，但整体来看， 当前家电板块整体及龙头白马估值均处2012 年以来的历史中低位水平。基本面方面： 1）成本：2023 年原材料价格先下行后反弹，2024 年或稳中有升，海运价格指数已基 本回落至2020 年前水平，预计2024 年海运价格或将保持相对平稳；2）地产：终端 需求边际修复，宽松政策仍有空间；3）内需：购买力边际修复，消费信心尚待回暖； 4）出口：2023 年触底反弹，考虑到补库完成及美国经济衰退担忧，预计2024 年家电 外需整体平稳，若美国在明年步入降息周期，或有望提升全球消费需求。

根据 Elon Musk，未来人形机器人的需求量将达到 100-200 亿台。23 年 Q2，特斯拉已经生产 10 台 Optimus，预计 24 年可用于特斯拉工厂。 除了特斯拉以外，Engineered Arts、1X Technologies、Agility Robotics、优必选、小米、傅利叶智能、智元、小鹏等众多玩家纷纷入局，百家争鸣、快速迭代，有望开启人形机器人的新时代。

A phacoemulsification device is an ultrasonic equipment that has been accepted as the gold standard for cataract surgical procedures. It is a mechanically assisted extracapsular technique used for cataract extraction. Phacoemulsification is a common indication performed during cataract surgery and enables easy implantation of IOL in the posterior chamber. Using this device, the cataract is extracted through a 3.0 millimeters (mm) incision. The ultrasound waves break the cataract into smaller pieces and allow a small incision. Phacoemulsification helps in significantly shortening the recovery period and involves lesser pain when compared with conventional cataract procedures. It also conserves the posterior chamber, and vitreous body and avoids retinal detachment

Medium-voltage motors are used in industrial drives for applications such as rolling mills; traveling cranes; rotary kilns; weaving and spinning; and compressors, pumps, and blowers. Medium-voltage motors are designed to operate at 600 volts (V) or more and less than 35 kilovolts (kV). However, the scope of the report is limited to the medium-voltage motors purchased by process and discrete industries as well as those used in commercial and industrial heating, ventilation, and air conditioning (HVAC) applications.

A geared motor is a combination of a gear system or gearbox and an electric motor. Geared motors are used in applications that require high output torque and low output shaft rotational speed, especially where space and available power are limited.

Advanced driver assistance systems (ADAS) refers to a special technology that is designed for vehicles that can assist the driver by providing notifications to alert the driver of dangerous conditions or potential hazards. ADAS automates, adapts, and enhances vehicle systems for safety and better driving. ADAS works based on the inputs from sensors, the data which is processed by the ADAS computer to take suitable actions. Lane keeps assist, collision avoidance system, blind spot detection, park assist system, and others form part of ADAS.

Analog security cameras are used for video surveillance. These cameras monitor the perimeters of various areas and provide information in the form of images and videos. They are used to oversee spaces of properties such as houses, schools, retail shops, banks, restaurants, airports, parking spaces, hospitals, streets, parks, rivers, traffic junctions, and squares. An analog security camera records the captured content on a digital video recorder (DVR) and also can be connected directly to a regular television (TV) or monitor.

A compressor is an integral component of an aircraft engine. It ensures a sufficient supply of air for proper combustion by regulating the pressure of inlet air as per the engine-specific requirements at different stages of flight. There are two types of compressors integrated into an aircraft, namely low-pressure compressors and high-pressure compressors.

11 月新能源汽车产销量分别同比增长 39.2%和 30%。根据中国汽车工业协会官方微信公众号，11 月新能源汽车产销分别为 107.4 万辆和 102.6 万辆，产销同比增长 39.2%和 30%；分车型来看：1）纯电动汽车：11 月产销分别为 72.7 万辆和 70.2 万辆，分别同比增长 22.7%和 13.5%；2）插电式混合动力汽 车：11 月产销完成 34.7 万辆和 32.3 万辆，分别同比增长 93.7%和 89.5%；3）燃料电池汽车：11 月产销分别完成 0.10 万辆和 0.10 万辆，分别同比增长 123.9%和 76.3%。

钙钛矿是指一类分子通式为ABX3的晶体，其中A代表一价有机或无机阳离子（如甲胺MA+、甲醚FA+ 、Cs+ 铯等）；B代表二价金属阳离子（Pb2+ 铅 、Sn2+ 锡 、Ge2+ 锗 ，最常用是Pb2+）；X代表一价卤素阴离子（如Br溴 、I - 碘 、Cl- 氯，最常用是I -）。