According to BIS Research, operating room management refers to processes that ensure a smooth surgical workflow while reducing surgical times and enhancing patient outcomes. These involve processes such as those that enable data management, inventory management, scheduling and planning of surgeries, communication among surgical staff within and outside the OR, and improved visualization, reporting, and documentation. The definition of each of the types of OR management solutions has been outlined as follows.

Disposable contact lenses are single-use lenses that are removed and discarded after use. These lenses are more convenient compared with reusable contact lenses. Increasing adoption of disposable contact lenses and popularity among practitioners are some of the major factors driving the market. As of 2021, at least 2.2 billion people across the globe have near or distant vision impairment. The most common reasons for vision impairment and blindness are uncorrected refractive errors and cataracts.

Establishments described in this report are primarily participating in the switchgear market. In an electric power system, switchgear is composed of electrical disconnect switches, fuses or circuit breakers used to control, protect and isolate electrical equipment. Switchgear is used both to de-energize equipment to allow work to be done and to clear faults downstream.

军工集团的资产证券化率已经超过50%，上市公司体内已经有为数不少的军工核心企业资产，回顾这十年以来的板块逻辑变化，是从关注军工体外核心资产注入上市公司的以国企改革为主的“资产注入逻辑”变为关注上市公司体内军工资产在当今时代背景下的业绩成长和业绩兑现为主的“业绩成长逻辑”。

医学影像设备分支众多，CT、XR、MR、超声设备占据主导，2020 年分别占据国内市场32%、23%、17%、19%的市场份额。根据灼识咨询数据，到2030 年，全球医学影像设备市场规模有望达到627 亿美元，2020-2030 年复合增长率达3.8%，增速基本保持平稳。2020 年，中国以23%的市场份额成为医疗器械的第二大市场，医学影像行业增长更为突出，预计到2030 年我国医学影像设备市场规模将接近1100 亿元，2020-2030 年复合增长率达7.28%，增速远高于全球。

从需求侧来看，洗碗需求刚性，洗碗机解放双手顺应“人性”，既能满足清洁等基础需求，又具备消毒、烘干等附加功能，整体ASP 较高及新兴品类属性决定用户价格敏感性较低，以中高消费群体为主，这类消费者厨房面积普遍较大，可容纳大容量及嵌入式产品。从供给侧来看，随着洗碗机尺寸适应及产品性能升级，产品价格带丰富也给予消费者更多选择空间。当前价格仍是普及的关键要素，行业规模及国产化率提升有望带来较高的费用分摊，降本空间大。从商业模式来看，作为具备规模经济效应且较为新兴的行业，企业扩大规模的关键在于对渠道力和产品力的重视。把握核心的渠道形态及提供合理的利益分配才能形成推广合力；对主流产品形态具备敏感性才能解决消费者痛点。

6 月份，挖机月度销量降幅快速收窄。根据工程机械协会数据，22 年6 月挖机销量为2.08 万台，同比下降10.1%，销量降幅快速收窄。从累计值看，22 年M1-M6，挖机销量为14.31 万台，同比下降36.07%。沿着资金到位改善—开工率提升—销量改善的路线，三季度挖机月度销量增速有望迎来拐点。环比视角： 22 年6 月销量环比增长0.7%，近十年6 月首次实现环比正向增长。按挖机销量的季节性，历年二季度因高温及雨水影响，新机销量均处于环比下行通道。22 年6 月的环比正向增长，印证了今年“淡季不淡”的销量节奏。

Establishments described in this report are primarily participating in the thermoelectric generators market. A thermoelectric generator, also called a Seebeck generator, is a solid state device that converts heat flux directly into electrical energy through a phenomenon called the Seebeck effect. Thermoelectric generators function like heat engines, but are less bulky and have no moving parts.

从供需两端来看，6 月制造业生产指数为52.8%，环比上升3.1pct，新 订单指数为50.4%，环比上升2.2pct，均回到扩张区间；制造业企业 生产快速恢复，此前受到抑制的市场需求加速释放。供应链方面，供 应商配送时间指数为51.3%，环比大幅提升，物流的快速畅通对制造业 企业的生产经营恢复和供应链保障提供了有力支撑。分行业来看，装 备制造业和高技术制造业PMI 分别为52.2%和52.8%，汽车、专用、通 用设备等行业生产指数和新订单指数均高于54%。随着全国疫情防控形 势的持续向好和稳经济一揽子政策的落地，我国经济总体呈现复苏态 势，企业复工复产加速推进，制造业景气不断修复。

军工产业链特征-“下强上弱”：越偏向于下游，企业的产业链地位越高，议价能力越强，且通常越稀缺甚至垄断；而越偏向上游，议价能力通常越弱、竞争格局越激烈，但通常更市场化。