2021年2月，国内政府端招标及中标金额分别同比+9%/+75% （注：考虑数据可得性，本报告只统计了金额为千万级别的安防项目；部分超大型项目按照建设期分摊计算），本月包含春节然数据仍大幅好于2020年同期（20年春节在1月）主要源于：国内疫情影响基本消除，政府端需求加速回暖。2021年1~2月，政府安防项目招标及中标累计金额分别同比+57%/+58%，在消除春节影响后更彰显政府需求回暖趋势。不过需要注意的是，一季度是传统淡季，相关需求在全年中占比相对较低（19/20年Q1招标金额占全年的比例分别为15%/11%）。考虑到去年H1
低基数，我们判断2021年全年增速有望前高后低，其中：1）国内方面：2021年是“十四五”开关之年，政府端在“新基建”政策带动下全年有望保持良好增长态势；商业端大企业持续推进数字化转型，2021年有望加速；渠道端与宏观经济高度相关，20Q3以来需求快速反弹，2021年若国内经济持续复苏则需求有望保持高景气；2）海外：全球范围内疫苗接种有序推进，后续随着疫情进一步取得控制，看好海外传统安防需求复苏趋势。整体来看，疫情影响正逐步消退，看好行业需求持续复苏。此外，我们曾外发《安防行业+海康大华深度分析—驶入视频物联网大蓝海的安防王者》（2020-7-3），重点阐述传统安防产业向智慧视频物联转型的趋势和变化，结合行业发展趋势和厂商布局节奏，我们预计视频物联产业在近年有望迎来爆发，建议重点关注龙头公司海康威视与大华股份。

本监测报告内容覆盖智能制造装备总体产业，包括智能测控装置、关键基础零部件、智能化高端装备和重大集成智能装备等智能制造装备的细分产业；以关键制造环节的智能化为核心，以端到端数据流为基础，和以网通互联为支撑。包括智能产品、智能生产、智能工厂、智能物流、各类智能机器人等。

基于下游多方面需求推动，全球半导体设备市场2021年有望再创新高，逻辑/代工领域，3/5nm 等先进制程投资持续增长，成熟制程供不应求之下投资亦有增长；存储器领域，供需格局改善以及1α节点DRAM 逐步量产，DRAM 相关投资增长或优于NAND。

The pool equipment industry is undergoing a rapid shift with respect to technological enhancements, energy efficiency, environmental impact and customization features. Heat pumps, which are more favorable and preferred options for space heating, are venturing into the pool heating segment owing to the unique advantages over conventional fuels and boilers. They are considered as the next big opportunity to exploit in the heating systems for a pool with competitive fossil fuels and solar heaters in the picture. With North America and Europe being the major markets with over 85% of the share in 2019, growth is expected in growing economies of APAC, Latin America owing to the rise in awareness and growth in disposable income. Global warming is caused by various heating mechanisms that emit pollutants in the air that eventually increases carbon dioxide in the atmosphere. Hence, decarbonizing society is mandatory, where decarbonizing heating and cooling mechanisms are the primary steps for the change. With gas boilers being more dominant for heating pools, the demand for sustainable solutions is enhancing the momentum for heat pumps. With the technology available at present, it is possible to achieve 100% decarbonatization as heat pumps are the most popular solutions in the market. The success of the product also depends on the macro-environmental features such as social, legislative, and environmental aspects.

Power cutters are prominent tools that have unlimited applications across most industrial, commercial, and even household usage. Power cutters have been a convenient resource, aiding workers across industries. The use of power cutters can eliminate the need for strenuous manual labor. Their use in the construction and automotive sectors gives new opportunities for innovation in the power cutters market. The global power cutter market is highly competitive with low market concentration. However, the average price of the product has been declining owing to the maturing technology and declining prices of raw materials. Vendors are, thus, introducing innovative features to differentiate their products in the market. The introduction of innovative products, such as infrared heat guns, can also become a possible threat to the market. However, infrared heat guns are not ideal for all commercial, industrial, and residential use. Furthermore, these products are also more expensive than the average price of heat guns.

The global pump market is expected to grow continuously during the forecast period. Regions such as APAC and Europe are expected to witness significant demand in the market, followed by North America. However, the Middle East and Latin America are likely to develop opportunities with the opening of new water management, construction, oil & gas, and mining projects. Major economices, which include APAC, the Middle East, and North America are expected to take the most competitive industrial initiatives. Moreover, several manufacturing plants for LNG liquefaction and large plant for gas-to-liquids are in the planning stage in several countries, which are expected to generate a high demand for pumps in the oil & gas sector in the future with growth in the infrastructure.

新冠疫情对2020 年国内血液制品采浆量产生冲击，但2021 年处于持续恢复的过程。海外采浆量的下滑情况更为严重，2020-2021 年海外采浆量的下滑将继续冲击人血白蛋白的供应，海外血浆紧张对终端的影响经过1 年左右的时间将传导至中国市场。国内以白蛋白为主的血液制品有望获得价格支撑，国内厂商有望获得量价齐升的发展机遇。政策上来看，单采血浆站的设立将对中小规模企业持续收紧，行业集中度有望提升。