本周iRobot 发布2022 年Q4 及全年财务业绩，作为海外扫 地机器人标杆，iRobot 的市场表现及战略规划对国内投资者探究 海外市场具有较高借鉴意义。Q4 旺季北美、EMEA、日本营收降幅 均同比收窄，年末库存较 2022 Q3 显著下降，前期积压存货得到 有效清理，预海外需求正逐步进入筑底企稳阶段。建议关注综合 实力较强，出海销售占比较高的科沃斯与石头科技。

热管理行业处于快速扩容期，产业链上游公司营收有望维持高速增长。阀件是热管理系统升级的关键零部件之一，也是在热管理系统愈发复杂背景下持续量价齐升的部件，并且由于技术壁垒较高，已经形成优异的竞争格局，未来有望持续受益新能源车市场的扩容。家电企业主导热管理行业“阀件”领域，我们推荐优选业绩高成长标的“盾安环境”；以及行业龙头，中长期受益标的“三花智控”。

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automated hospital beds by geography and historical trend. The scope of the report extends to sizing of the automated hospital beds market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive battery sensor by geography and historical trend. The scope of the report extends to sizing of the automotive battery sensor market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for 3d printing medical devices by geography and historical trend. The scope of the report extends to sizing of the 3d printing medical devices market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for adsorption equipment by geography and historical trend. The scope of the report extends to sizing of the adsorption equipment market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive solenoid by geography and historical trend. The scope of the report extends to sizing of the automotive solenoid market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for aircraft micro turbine engine by geography and historical trend. The scope of the report extends to sizing of the aircraft micro turbine engine market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

电商年货节，助力家电消费增长。除去移动社交、视频娱乐、出行 服务等平台流量的分成，春节期间移动购物类APP 流量贡献同样显 著，特别是在“年货节”活动期间，淘宝、拼多多等电商平台日均 活跃用户达到3 亿人次以上。在此促销推动下，各类型商品线上销 售均呈现放量增长。根据统计数据显示，2023 年春节销售额较2022 年同期提升近90%，其中生活电器销售额同比增长226%。基于节日 访亲送礼需求增多考虑，小家电与消费类电器销售表现尤为亮眼， 按摩仪、养生壶销售额同比增长超2 倍，扫地机器人、空气炸锅等 同比增长超8 倍。

海上风电向深远海发展将成为明确产业趋势，打开海风行业空 间。这种趋势下，变化最为明显的是依次是漂浮式风电锚链、漂 浮式风电基础、海风柔直送出工程、碳纤维叶片、柔直电缆等， 对应标的分别为亚星锚链、润邦股份、海力风电、大金重工、东 方电缆等。