军工“内生”需求将中期高增长。世界进入新一轮装备扩张期；为“备战”打战、实现百年强军目标，建立与经济相称的国防，军工装备进入5-8年高增长期。行业“外延”增长锦上添花。2022年是国企“三年行动计划”最后一年，国资委再提“加大优质资产注入及股权激励力度“，军工集团不断推出重组案例。

Chillers are devices that eliminate heat from a fluid through a vapor-compression or absorption refrigerant cycle, and discard that heat elsewhere. Cool fluid generated by the chiller is dispersed within a heat exchanger to cool and dehumidify fluid in various commercial, industrial, and medical facilities. In addition, ice cold water is utilized for different industrial applications, which include food processing, patient cooling, equipment cooling, and others.

PMI（国家统计局4 月30 日数据）：4 月制造业PMI 指数为47.40%，环比下降2.10 个pct，低于荣枯线，制造业总体景气水平继续回落。高技术制造业PMI 为50.10%，环比下降0.30 个pct，高于制造业总体2.70 个pct，具有较强发展韧性。装备制造业PMI 为45.80%，环比下降3.70 个pct;

2021 年机械设备板块实现营业收入18341.3 亿元，同比+18.0%，归母净利润1157.9 亿元，同比+8.4%。2021Q4 板块实现营收5215.9 亿元，同比+6.3%，归母净利润109.9 亿元，同比-55.1%，下滑较大主要原因是受年末计提资产减值影响。2022Q1 板块实现营收3867.8 亿元，同比小幅下滑0.6%，归母净利润241.4 亿元，在2021 年高基数下同比下滑22.3%。

Transmission is a component inside the vehicle, which is installed to transfer mechanical power from the engine for spinning the wheels. Electric vehicles are generally installed with single-speed transmission. However, leading players in the electric vehicle (EV) transmission market are launching new multi speed transmission with added features for high performance and efficient energy conversion. Electric vehicles with multi-speed transmission offer better performance than single-speed transmission systems in terms of faster acceleration, top speed, gradeability with driving range, and others.

A commercial boiler is a pressurized system that creates heat by burning combustible fuel to provide heating for residential and commercial buildings. Burner, combustion chamber, heat exchanger, controls, and exhaust stacks are just a few of the components that make up a commercial boiler. These add-ons are essential for a commercial boiler's optimal operation. However, due to efficient operation of commercial boilers, regional governments have mandated the installation of safety accessories in commercial boilers under the Code of Federal Regulations (CFR) and the India Boiler Regulation (IBR).

Though not officially recognised by SAE under SAE levels of autonomous driving, L2+ is a new level of autonomy, adopted by the automotive industry, which bridges the capability and requirements gap between Level 2 and Level 3 automated driving. Over the next few years, L2+ is expected to enjoy a larger market share than L2 and L3 have. The higher adoption of L2+ will provide a larger number of consumers, with access to and acceptance of automated driving systems.

美国总统拜登今年3 月16 日宣布将向乌克兰提供8 亿美元 额外军事援助，其中包括100 个“弹簧刀300”巡飞弹。此后陆 续提供了多批，数量已经达到400 枚。4 月21 日美国又宣布了新 一轮对乌克兰8 亿美元军事援助，其中包括121 套“凤凰幽灵” 巡飞弹，据称该弹是美国专门为乌克兰研制的定制版。巡飞弹是 无人机技术和弹药技术有机结合的产物，可看作是“自杀式无人 机”，或者是“可以飞行并锁定目标的手榴弹”。

Automotive Door Handle Market have a positive outlook regarding the growth of the automotive industry. The Automotive Door Handle Market is matured one and likely to grow strongly in APAC region. There is potential for high demand in North America and Europe as well. Companies are collaborating with existing players in the Asia Pacific due to the abundance of population with growing need for the car modification.

The demand for automated breast ultrasound systems is on a rise owing to the rising incidence of cancer, technological advancements, and various initiatives that were undertaken to raise awareness regarding breast cancer and its treatment across the globe. The increasing prevalence of breast cancer across the globe is anticipated to spur the demand for automated ultrasound over the forecast period. Cancer is the second leading cause of death, globally, and breast cancer is one of the most commonly occurring cancers in women. Due to the rising prevalence of cancer across the globe, key companies are launching technologically advanced products to strengthen their foothold in the market.