军用领域，装备特征突出，强调高性能、高可靠性，需求价格弹性相对较弱，考虑全寿命周期成本，部分领域无人机较有人机的相对优势突出。装备特征决定军方需求刚性，牵引无人机有望广泛地应用于军用市场；装备特征突出可靠性需求，使得军用无人机的高竞争门槛并向龙头集中。民用领域，强调对人的替代，载体特征突出。现阶段民用无人机功能的实现，核心在于利用不同的任务载荷，在不同的应用场景获取原始数据。因为需求场景本身存在，核心在于替代人，故决定其大规模应用基础为低成本。上游载荷分系统多为货架产品，且下游应用场景分散，使得民用无人机行业的初始准入门槛相对较低，解释了为何民用无人机生产企业数量庞大。但无人机作为高度复杂系统产品，故障率相对较高，使得不具备核心集成能力的企业，在低复购率、高昂维保支出下，生存期相对会更短，亦解释了为何民用无人机市场龙头集中。

传统大电表现低迷，厨电龙头份额提升。根据魔镜市场情报数据，空调、冰箱、洗衣机618大促销售额分别为35/23/14 亿元，同比-19%/+2%/-11%。传统白电企业方面，美的、海尔、格力销售额分别同比-11%/-10%/-29%，整体表现较为低迷。消费升级趋势下，烘干机品类异军突起，烘干机、洗烘套装销售额分别为0.8/7 亿元，同比+39%/+75%，其中小天鹅洗烘套装单品连续3 年全网销额第一。相较欧美市场，烘干机在中国市场普及度仍然较低，市场发展空间巨大。厨电领域，老板电器销售额同比+32%，进一步稳固厨房大电龙头地位。集成灶龙头维持较高景气度， 亿田/美大/ 帅丰销售额分别同比+64%/+29%/+7%；火星人则在集成灶、集成洗碗机品类全网销额均位列第一。

Establishments described in this report are primarily participating in the transmission sales market.

Establishments described in this report are primarily participating in the thermal ceramics market. Thermal ceramics, scientifically known as UHTCs or ultra-high temperature ceramics, are a type of refractory ceramics that provide durability at temperatures beyond 2000 degrees Celsius.

Establishments described in this report are primarily participating in the ultrafiltration market. Ultrafiltration is a variety of membrane filtration in which forces like pressure or concentration gradients lead to a separation through a semipermeable membrane. Suspended solids and solutes of high molecular weight are retained in the so-called retentate, while water and low molecular weight solutes pass through the membrane in the permeate.

Establishments described in this report are primarily participating in the voice biometrics market. Voice biometrics is the science of using a person's voice as a uniquely identifying biological characteristic in order to authenticate them. ... Voice biometrics also improves the customer experience by removing frustration associated cumbersome login processes and lost and stolen credentials.

Establishments described in this report are primarily participating in the synchronous condenser market. In electrical engineering, a synchronous condenser is a DC-excited synchronous motor, whose shaft is not connected to anything but spins freely. Its purpose is not to convert electric power to mechanical power or vice versa, but to adjust conditions on the electric power transmission grid.