冷锻工艺是制作行星滚柱丝杠螺纹的主流路线之一，应用场景与车铣磨工艺重合度较高。螺纹加工方法最广泛使用的是滚压法（锻压的一种，含搓丝和滚丝）和切削法（含车削、铣削、磨削等）。两类具体用于加工螺纹的方法是（1） 车铣磨，指对粗坯件进行热加工后，先用车削和铣削进行粗加工，后续余量精加工由磨削完成，以实现高精度；（2）冷锻+磨削，指先采用冷轧技术直接将粗坯件加工至一定精度，后续余量精加工由磨削完成。

特斯拉 Optimus Gen2 重量减轻 10kg，人形机器人轻量化是必然趋势。2023 年 12 月 12 日，特斯拉发布了第二代人形机器人擎天柱 Optimus Gen2，重量减轻 10kg。轻量化发展有利于提升人形机器人的机动性、速度以及动作准确度和续航能力，是产业发展的必然趋势。

人形机器人量产，硬件本体是前置条件，更重要的是“AI 大脑”。从感知、执行、决策和认知四个功能来看，认知和决策功能是智能化的最高标准，其实现也难于感知和执行功能，均具备才能称为 L5 级（自适应型）。正是大语言模型技术的飞速发展，使得机器人能够自主感知环境、理解任务、动作编排等自主完成一套动作成为可能，智元机器人的 EI-Brain 框架为我们提供了一个很好的理解角度；同时，人形机器人也是“具身智能”的最好载体之一。

Military armored vehicles and counter-IED vehicles are specialized military vehicles designed to provide protection for military personnel and equipment in high-risk or combat environments. These vehicles are equipped with various features to safeguard against a range of threats, including ballistic, explosive, and IED attacks.

Professional lighting refers to the application of lighting techniques and fixtures to create optimal lighting conditions in various commercial and industrial spaces, including offices, retail stores, hospitality venues, healthcare facilities, sports arenas, and outdoor environments. It is designed to meet specific requirements, such as enhancing visibility, creating ambiance, highlighting architectural features, or promoting productivity and well-being. It incorporates lighting, control systems, and advanced technologies to provide efficient and customizable lighting solutions.

Camping coolers are portable containers designed to keep food and beverages cold during outdoor activities. Also known as ice chests, camping coolers employ insulation to maintain temperature levels, ensuring freshness. Camping coolers are essential for camping, picnics, and various recreational pursuits where refrigeration is unavailable.

The manufacturing process of many industries needs to be carried out in a clean and controlled environment. For example, optics and lens manufacturing, nanotechnology, advanced military equipment manufacturing, and food & beverage industries manufacture products that are sensitive to particulates and contaminants in the surrounding atmosphere. Hence, such industries require cleanroom facilities to ensure that the manufacturing process is controlled and does not affect the quality of products. Furthermore, the demand for cleanroom facilities is also driven by its requirement for R&D activities in the pharmaceutical sector, hospitals, research and diagnostic facilities, and biotechnology firms. Cleanrooms are essential as they deal with hazardous and lethal substances such as viruses, pathogens, chemical compounds, and microorganisms. The samples of these substances have the potential to cause severe damage to the people in the laboratories and in causes where they are released into to atmosphere can cause harm on a large scale. Hence reasons such as these are propelling the growth of the cleanroom facility market across the globe during the forecast period.

上周医药生物（申万）板块涨幅为 12.25%，在申万 32 个一级行业中排名第 11 位，医疗器械（申万）板块涨幅为 11.42%，在 6个申万医药二级子行业中排名第 5 位，跑输医药生物（申万）0.83 百分点，跑输沪深 300 指数 0.72 百分点。截止 2024 年 3 月 5 日，医疗器械板块 PE 均值为 30.66 倍，在医药生物 6 个二级行业中排名第 1，相对申万医药生物行业的平均估值溢价 20.26%，相较于沪深 300、全部 A 股溢价 195.68%、136.01%。

污水治理是人居环境与生态环境中不可缺少的一环。水环境在我国绿色生态文明建设中占重要地位。近期印发的《关于全面推进美丽中国建设的意见》中也提到“持续深入打好碧水保卫战”以及“加快补齐城镇污水收集和处理设施短板”等内容。在人们的日常生活中，处处离不开对水资源的利用，进而产生大量的废水污水，并伴随着待解决的水污染问题。近几年随着我国经济发展提升以及对于城乡环境水平的重视加深，对水资源的利用以及产生的污水也与日俱增。近五年全国污水排放量持续上升，到2022年已达638.97亿立方米；而全国污水处理总量也同样随着持续上升，到2022年达626.89亿立方米。与此相对应的，全国污水处理厂数量及处理能力也在近五年持续增加，到2022年全国纳入统计的共13527座污水处理厂，一共可达到每日3.16亿吨的污水处理能力。但在城市与乡镇之间存在着较大的分化差异，城市地区的污水处理能力及污水处理率都远高于乡镇地区。