特斯拉“一体压铸”工艺具备理想经济性，压铸工艺有望取代冲压+焊接工艺成为未来汽车工业的标准制程，压铸产业链将迎来黄金发展期，我们预计未来十年设备投资 CAGR 约 60%，自 2021 年起 2000 吨以上大型压铸机将呈现爆发式增长或将供不应求。建议重点关注全球压铸机龙头、特斯拉供应商力劲科技和国内压铸机第二名的伊之密。压铸行业投资较高，在材料、产品、模具和生产工艺拥有一定技术壁垒，重点推荐国内高压铸铝车身结构件产品技术和产能布局领先的文灿股份，以及专注高压铸铝工艺的旭升股份、爱柯迪，建议关注广东鸿图。

从投资主线的角度，我们持续看好4 个方向：第一是商业模式好、增长空间大的检测服务行业，重点推荐华测检测、广电计量；第二是处于成长阶段或高景气度的上游核心零部件公司，重点推荐奥普特、汉钟精机、恒立液压、柏楚电子、绿的谐波、奕瑞科技、国茂股份、克来机电；第三是处于成长阶段或高景气度的产品型公司，重点推荐浙江鼎力、科沃斯，第四是景气度高的专用/通用装备行业，当前重点推荐杭可科技、伊之密、弘亚数控等。

国网新能源云发布《关于公布2021 年第六批可再生能源发电补贴项目清单的公告》。《公告》显示，纳入2021 年第六批可再生能源发电补贴项目清单的项目共2406 个，核准/备案容量6488.4MW。其中，集中式风电项目数量为24 个，核准/备案容量1882.4MW；集中式和分布式太阳能发电项目数量分别为47 个、2329 个，核准/备案容量分别为2523.65MW、1943.35MW；集中式生物质发电项目数量为6 个，核准/备案容量为139MW。

【国防军工】短期情绪震荡，长期业绩兑现，军工产业链景气度延续。【通用设备】制造业复苏通道打开，国产机床行业乘风而翔。【工程机械】二月挖机销量同比大幅增长，内需拉动延续行业景气度。

Top winning strategies are analyzed by performing a thorough study of the leading players in the global differential assembly, starter motor, and bevel gear market. Comprehensive analysis of the recent developments and growth curves of various companies have helped understand the growth strategies adopted by them and their potential effect on the market. The companies have been evaluated on the basis of annual reports, SEC filings, and press releases. The key strategies traced from the analysis of recent developments of the key players in the differential assembly, starter motor, and bevel gear market are as follows:

Intake filter media is an air cleaning component fitted in air filters to capture dust and other particles from the air before allowing them to enter the engine. The use of different kinds of air filter media (natural and manmade) depends on various application areas, for instance, automotive, aerospace, marine, and others. There are various kinds of air filter materials (for instance, paper, foam, or cotton) that can be chosen to capture different types of particulate matter from entering the engine. The intake air filter media efficiently blocks the entry of particulate matter into the engine's cylinders, where it can cause severe mechanical damage and oil contamination.

Hydrography is a technique that is used to measure and describe the physical properties of the underwater surface. Hydrographic surveyors examine the water bodies to view the seabed. It involves the measurement and description of underwater characteristics that impact several activities, for example, marine construction, offshore oil exploration/offshore oil drilling, maritime navigation, dredging, and other related activities. This data is used to prepare raster and electronic nautical charts for vessels that cross the waterways.

医疗器械产业发展水平是一个国家科学技术发展水平和综合实力的代表。生物材料、人工智能、物联网等新兴技术及行业的崛起正在为医疗器械产业注入新鲜活力。2019 年，全球医疗器械产业规模达到4732.7 亿美元，同比增长率约为5%，略高于药品行业增速。中国医疗器械产业规模达到6011.7 亿元，同比增长18.7%，远高于同一时期全球的医疗器械产业增长率。

A charging station is part of the grid infrastructure installed along a street, parking lot or in a home garage; its primary purpose is to supply the power to the different types of electric vehicles (PHEV, BEV and HEV’s) for charging the battery. The AC charging system is commonly an on-board charger mounted inside the vehicle, and it is connected to the grid when the vehicle is plugged in. An onboard charger is responsible for the final stage of charging the battery pack. It takes the AC power source from the EVSE and transforms the power into the required battery-charging profile.