【中国汽车动力电池产业创新联盟：11 月动力电池产量环比增长 29.1%】根据中国 汽车动力电池产业创新联盟数据，11 月我国动力电池产量共计 12.7GWh，同比增长 40.7%，环比增长 29.1%。1-11 月，我国动力电池产量累计 68.3GWh，同比累计下 降 13.8%。11 月我国动力电池装机量 10.6GWh，同比上升 68.8%，环比上升 80.9%。 1-11 月，我国动力电池装车量累计 50.7GWh，累计同比下降 3.5%。11 月装机量排 名前十企业合计约 9.8GWh，占总装机量的 92.0%，其中宁德时代占比 48.9%，继 续霸占龙头，份额相比上个月有所下降。

1-11 月机器人累计产量20.7 万套、同比+22.2%，1-10 月累计出口69.6 亿元、同比+17.9%，产量、出口均已超19 年全年。11 月PMI 指数52.1%，创2017 年9 月以来的新高，制造业活力进一步增强。2020年工业机器人下游主要受电子、新能源汽车、金属加工等需求拉动，11 月汽车产销量持续增长态势，产量同比+9.7%、销量同比+12.6%，1-11 月3C 固定资产投资累计同比扩大至+14.5%。

SiC 基功率器件有望取代Si 基，超400 亿美元市场待开拓：根据Omdia 预计，2020 年全球功率半导体市场规模约为431 亿美元，至2024 年将突破500 亿美元。当前功率器件仍以Si 基为主，但SiC基器件低能量损耗、耐高压、耐高温等优良特性更适合功率器件使用，渐有取代Si 基器件之势。

This report covers the study of the global construction equipment rental market. Comprehensive analyses of the market trends, future estimations, and thorough study of the market on the basis of application, product, propulsion system and region are included in this report. Construction equipment rental market includes construction equipment of different types depending on their application, product, and propulsion system. Construction equipment are used to in construction and mining activities. Furthermore, the report highlights the regional trends and the regional coverage of this market across North America, Europe, Asia-Pacific, and LAMEA (Latin America, Middle East, and Africa). It further provides insights on the drivers, restraints, and opportunities to understand the dynamics and potential of the construction equipment rental market.

The lighting industry has seen tremendous progress over the past 200 years. The gas lamp was invented and brought into the US in the 1790s. These lamps became common since coal was also used as a fuel source for cooking in homes. The early 1900s were preceded by light bulbs in the 1830s and the first electronic lamps were installed. The light arc was built in Paris in the 1840s. Theater illumination was developed by guiding an oxyhydrogen flame to a calcium oxide cylinder for early arc lights or street bulbs. Although it is no longer a light source for theaters, the term "in the focus" is still used. Fluorescent lights were invented and available in the early 1860s. Thomas Edison developed the carbon filament incandescent light bulb in 1879, which became the standard for lighting for many decades.

A concrete pump is a machine used to transfer liquid concrete by means of pumping. The pump operates by one piston drawing liquid concrete into a cylinder from a hopper, while the other simultaneously pushes its concrete out into the discharge pipes. Concrete pump is important in revolutionizing the construction of highrise buildings and structures. The report on the global concrete pumps market presents a detailed analysis of the trends, future estimations, and thorough study of the market depending on type, industrial vertical, and region.

Dry type transformer consists of magnetic core transformers in which the magnetic core, primary & secondary windings are embodied using insulating materials such epoxy or polyester that are non-inflammable and can be defined as self-extinguishing. The global dry type transformer market analyzes different types and configurations of dry type transformers used in industrial, commercial, and other end uses. The market is segmented on the basis of type, technology, phase, voltage, and end use. Based on region, the global dry type transformer market is analyzed across North America, Europe, Asia-Pacific, and LAMEA.

据SEMI 最新预测，2020 年全球半导体设备销售额有望同比增长16%，创下689 亿美元的历史新高。从历史规律来看，半导体产业链景气度呈螺旋震荡上升趋势，我们认为，经过2019 年的下行调整，2020 年产业上下游均已呈现复苏迹象，受益于全球经济修复及5G、IOT、AI 等新一轮技术浪潮驱动，2021 年全球半导体产业有望进行景气上行阶段。2019 年以来中国大陆逆周期芯片扩产带动中国大陆设备需求逆势增长、设备国产化进程加快，我们认为，全球下游景气回暖有望再添设备需求新动能。建议关注在刻蚀、薄膜沉积、测试设备等领域技术、市场加速突破的国产设备龙头。

核心结论：制造业景气度持续高涨，叉车行业景气度可持续性增强。国内叉车行业长期成长空间广阔，短期、中期和长期都有增长的驱动力。我们认为，中短期主要影响因素包括：1）国内疫情后制造业复苏；2）海外疫情影响产能，需求转向国内，出口回暖；3）疫情后的人工替代；4）宽松的流动性环境；5）行业集中度提升。长期来看，叉车行业将在电动化和智能化的变革下，国内龙头有望依托国内高速增长的市场，并在全球范围内持续提升份额，逐步成长为具有强竞争力的全球巨头。

Electron beam physical vapor deposition (EB-PVD) coatings are formed by a thin film deposition technique called as electron beam physical vapor deposition (electron beam evaporation). It is one of the thermal evaporation processes where electrons evaporate the coating material and cause it to deposit on the substrate. On contact with the substrate, the evaporant condenses and forms thin film on the substrate. Coating produced by EB-PVD process is in the scale of microns (μm). Coating can be single layer or multi-layered as per the properties required in the substrate. EB-PVD coatings mainly function as a thermal barrier coating (TBC) for high temperature environments such as in turbine blades and automotive engine components. Moreover, EB-PVD coatings improve the optical properties of optical lenses and enhance corrosion resistance of medical devices and biomedical implants.