冠脉支架国采复盘:从首轮国采到接续采购，政策呈现温和化。高值耗材带量采购一般选择临床用量较大、采购金额较高、临床使用较成熟、市场竞争较充分、同质化水平较高的品种，因此冠脉支架成为首轮国采的品种。2020年11月5日，第一轮国采结果出炉，27进10差额中选，拟中选产品平均降幅92.5%;到2022年11月底接续采购结果落地，申报价格不高于最高有效申报价即可中选，不差额淘汰成为最大亮点因此中选产品价格平均上涨25.3%，体现了集采温和化的趋势。

Equipment Type: Rechareable battery-oper. incandescent hand portable lighting equip. Industry: Lighting fixture manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

Equipment Type: Solid state motor controllers (all voltages) Industry: Electrical equipment manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

Equipment Type: Surface cooking tops, gas (one or more burners) Industry: Major appliance manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

基于新兴产业和国产替代的逻辑:2023下半年，继续重点布局人形机器人、工业母机。特斯拉人形机器人在AI技术加持下加速推进，在终局2C端定位和降本诉求背景下，国内人形机器人产业链迎来机遇，重点推荐产业链相关的减速器、电机、丝杠、传感器等核心硬件赛道。同时，工业母机在补链强链背景下，政策预期持续强化，继续推荐以核心零部件为代表的工业母机核心品种。

本期安邦咨询的主要内容包括：国家和地方关于新能源产业的相关政策，新能源发电、新能源汽车领域的行业要讯，太阳能、风能、氢能产业的竞争动向，以及整个新能源产业的行业分析。

本期安邦咨询的主要内容包括：国家和地方关于新能源产业的相关政策，新能源发电、新能源汽车领域的行业要讯，太阳能、风能、氢能产业的竞争动向，以及整个新能源产业的行业分析。

本期安邦咨询的主要内容包括：国家和地方关于新能源产业的相关政策，新能源发电、新能源汽车领域的行业要讯，太阳能、风能、氢能产业的竞争动向，以及整个新能源产业的行业分析。

本期安邦咨询的主要内容包括：国家和地方关于新能源产业的相关政策，新能源发电、新能源汽车领域的行业要讯，太阳能、风能、氢能产业的竞争动向，以及整个新能源产业的行业分析。

本期安邦咨询的主要内容包括：国家和地方关于新能源产业的相关政策，新能源发电、新能源汽车领域的行业要讯，太阳能、风能、氢能产业的竞争动向，以及整个新能源产业的行业分析。