疫情之后，海外割草机市场需求呈现旺盛状态，再加上智能技术的进步和应用场景的拓展，智能割草机器人逐渐进入大众的视野。相比于传统割草机，割草机器人具备效率高、操作简易、噪声小、省时省力等优点，未来必将成为行业发展的主流方向。因此本次周报围绕割草机器人展开，探究其未来市场规模以及市场格局，分析所处行业的企业竞争格局，并针对当前市场痛点对未来技术革新方向进行展望。

根据EHPA（欧洲热泵协会）的数据，2021年欧洲热泵销量增长34%至218万台，近5年复合增速高达17%，规模实现持续上涨。预计2022年受到俄乌战争的影响，在能源更为紧张的背景下，热泵销量将会维持高增速。欧洲热泵市场集中在西南部国家：2021年欧洲最大的五个热泵市场分别是：1）法国，销量53.7万台，占比25%；2）意大利，销量38.2万台，占比18%；3）德国，销量17.7万台，占比8%；4）西班牙，销量14.8万台，占比7%；5）瑞典，销量13.5万台，占比6%。前三大国家占据欧洲50%左右的热泵销量，分布较为集中，预计受到当地气候影响。

国内略放缓，越南提速。国内：2022 年6 月纺织服装出口315.5 亿美元，同比+14.0%，前值+20.2%，其中纺纱/服装出口金额135.0/180.4 亿美元，同比+7.9%/+19.1%，前值+15.7%/+24.6%，；鞋靴出口57.7 亿美元，同比+45.7%，前值+49.5%。原材料端，棉花价格下滑。越南：2022 年6 月越南鞋类出口25.0亿美元，同比+25.0%，前值为+5.1%；纺织品出口36.5 亿美元，同比+21.7%，前值为+21.6%。

以招商军工上市公司数据库143家上市公司为样本，在基金前十大重仓股中，22Q2军工行业整体持仓规模及持仓比例有所回升。

近来家电刺激政策预期升温，目前看政策的能级较上一轮更高，也更专注，对于资金来源、权责划分等的吹风表述也相对更清晰，加上“2008 年家电下乡”级别的刺激于当下必要性不强，我们认为对此次对政策的看法或可适当积极。方向上主要是“全国范围内的以旧换新”和“绿色智能家电下乡”，智能家电在城市市场的渗透和农村市场的更新升级迭代均有望提速。“低估值+低仓位”背景下，股价对利好反应热烈，政策及需求边际需要重视。

Establishments described in this report are primarily participating in the space robotics market. Space robots are considered to be more capable devices that can facilitate manipulation, assembling, or servicing functions in orbit as assistants to astronauts, or to extend the areas and abilities of exploration on remote planets as surrogates for human explorers.

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.