Silicone is a high-performance material used in various heavy machineries in the form of resin, elastomers (adhesives and sealants), gels, and fluids. Silicone offers different features, including low thermal conductivity and low chemical reactivity making it one of the preferred material of choice in heavy machinery market. For the purpose of analysis, the report segments the global silicone in heavy machinery market based on product type, component, and region. It further provides details about various product types available in the market such as elastomer, fluids, and others. Switchgear and others are the different components highlighted in the study. Furthermore, the report outlines the details about the revenue generated by silicone in heavy machinery market across North America, Europe, Asia-Pacific, and LAMEA. This study provides information on the usage of silicone in heavy machinery applications.

POCT 是Point of Care Testing 的简称，中文名为“即时检测”，具有快速简便、现场分析等特点。从全球市场角度看，POCT 产品由于其即
时便捷的特性广受追捧，全球市场超千亿；我国POCT 市场起步较晚，但近年来行业增速始终保持在10%～20%，远远高于全球6%～7%的增速，2018 年市场规模达到14.3 亿美元。根据TriMark 预测，我国POCT 市场规模2021 年可达到26.0 亿美元，到2025 年将达到225 亿元左右。

Smart air purifiers function by gathering air quality data from special monitoring sensors on the units, and send alerts when air quality levels change. Smartphone apps enable users to control these purifiers by allowing fine tune adjustment of air cleaning settings. The report provides details about the various types of smart air purifier available in the market, which include dust collectors, fume & smoke collectors, and others. The scope of report includes smart air purifiers using techniques such as high-efficiency particulate air (HEPA), thermodynamic sterilization system (TSS), ultraviolet germicidal irradiation, ionizer purifiers, activated carbon filtration and others (other filters and photocatalytic oxidation (PCO)). Moreover, the report covers smart air purifiers used in residential, commercial, and end-use industries uses such as public and personal.

台积电近日在线上法人说明会上公布，2020 年营业收入达到1.34 万亿新台币，同比增长25.2%；净利润达到5178.85 亿新台币，同比增长50%；毛利率、营业利润率分别为53.1%、42.3%。

下游装机持续回暖。据中国光伏行业协会统计，2020 年前三季度国内光伏新增装机18.7GW，同比增长17%，其中，第三季度全国光伏新增装机7.2GW，同比增长56.2%，增速较去年同期提升107.9 个百分点，环比提升43.3 个百分点。值得一提的是，中国光伏行业协会预计，“十四五”期间全球光伏装机规模有望达222GW-287GW，中国年均新增装机量70GW-90GW，需求较为旺盛。

本报告期内，沪深300 指数上涨4.74%，中证TMT 指数上涨3.92%。通信行业上涨0.38%，传媒行业下跌1.18%，计算机行业下跌1.44%。
从估值层面看，截至本报告期末，计算机行业估值处于高位区，PE 为69.94 倍，略低于历史均值正一倍标准差（70.73 倍），PB 为4.16 倍，高于历史均值负一倍标准差（2.57 倍）；传媒行业估值处于低位区，PE 为36.21 倍，高于历史均值负一倍标准差（34.09 倍），PB 为2.50 倍，高于历史负一倍标准差（2.42 倍）；通信行业估值较低，PE 为37.77 倍，低于历史均值（42.36 倍），PB 为2.35 倍，高于历史均值负一倍标准差（1.69 倍）。

2021 年 1 月9 日蔚来发布旗舰轿车 ET7，延续其走高端智能汽车路线的定位。从参数上来看，该车型具备全新电池技术、新一代自动驾驶技术以及 SiC 功率器件等多处亮点，整车电子化水平及汽车电子价值量大幅提升。

富士康在科技领域的投资布局间接利好旗下相关产业链公司，从当下子公司的布局来看，鸿海在 2020 年宣 布与 FCA 汽车在中国合资制造电动汽车的同时，鸿腾精密有望拿下汽车电子的相关订单，包括为合资企业提供汽车零部件，如电子驾驶舱、连接器、摄像头模 块和电动汽车充电器等，产业链其他公司可能在业务稳定后获得新的进展。