[专用设备制造业] [2022-06-02]
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%。
[汽车制造业,电气机械和器材制造业,专用设备制造业] [2022-05-30]
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.
[专用设备制造业,仪器仪表制造业] [2022-05-29]
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).
[专用设备制造业,汽车制造业,信息传输、软件和信息技术服务业] [2022-05-29]
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.
[专用设备制造业] [2022-05-28]
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”。
[汽车制造业,仪器仪表制造业,专用设备制造业] [2022-05-28]
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.
[仪器仪表制造业,医药制造业,专用设备制造业] [2022-05-25]
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.
[计算机、通信和其他电子设备制造业,专用设备制造业,铁路、船舶、航空航天和其他运输设备制造业,仪器仪表制造业] [2022-05-25]
Autonomy and artificial intelligence (AI) are, and will remain, the main drivers promoting commercial UAS adoption and associated market growth. Autonomous flight reduces the need for expensive manpower whereas AI-driven data collection and processing reduces the time it takes to produce results that directly impact decision-making.
[医药制造业,专用设备制造业] [2022-05-15]
2021年和2022Q1板块总结:器械板块(113家样本公司,含科创板)2021收入2713亿元(+20.1%),归母净利润702亿元(+20.1%),
在2020年高基数下依旧稳健增长,毛利率57%,四费率26%, 净利率26%,盈利能力维持高位。分季度看,2021Q2~Q4医疗器械板块单季度
因高基数增速放缓,22Q1单季度收入1066.4亿元(+55.6%),单季度净利润385.5亿元(+74.3%),由于新冠抗原检测试剂放量而提速明
显,22Q1单季度毛利率62.6%(+2.6pp),单季度四费率19.1%(-3.2pp),单季度净利率36.2%(+4.8pp),盈利能力再创新高。剔除新
冠检测试剂(抗原+核酸)的干扰,22Q1单季度收入492.4亿元(-3.8%),单季度净利润100.2亿元(-35.9%),因2021Q1高基数以及
2022Q1疫情导致常规业绩承压。
[专用设备制造业] [2022-05-12]
21 年器械板块收入在高基数下实现20%快速增长。2021 年国内医疗秩序显著复苏,病人就诊、医院采购等常规活动逐渐接近疫情前水平,常规业务快速增长;同时部分区域新冠疫情屡有反复,相关耗材、诊断产品持续贡献增量业绩,医疗器械行业在去年高基数的基础上仍然保持较好的增速。2021 年医疗器械上市公司收入增长20.76%,扣非净利润增长17.01%;利润增速略低于收入增速,主要系部分新冠相关业务价格下降所致。