国务院2 月22 日晚间发布《关于加快建立健全绿色低碳循环发展经济体系的指导意见》，要求率先重点突破清洁能源等方向，强调技术创新、模式创新、管理创新，加快构建市场导向的绿色技术创新体系，推行新型商业模式。重申到2025年，碳排放强度明显降低，到2035 年，碳排放达峰后稳中有降。

上周（02.16-02.19）外围流动性压力带来光伏抱团行情有所松动（沪深300-0.5%/HSCEI +2.5%）：除林洋能源公告实控人解除留置收涨14.1%外，其余收跌13.1%（阿特斯）~收涨1.1%（信义光能）。继中美欧三大能源消费体可再生能源发展目标提升，日韩相继宣布目标2050 年实现碳中和，我们认为未来10 年全球光伏新增装机有望加速，看好光伏产业链全面受益。

Fire sprinkler system includes set of components of a fire suppression system that discharges water after predetermined temperature exceeds and fire is detected. Fire sprinkler system restricts spread of fire by extinguishing it in its early stages. The basic components of fire sprinkler systems include alarm valve, stop valve, fire sprinkler head, alarm test valve, and motorized alarm bell. Fire sprinkler system are employed in various sectors such as energy & power, oil & gas, manufacturing, transportation, and mining. For the purpose of analysis, the market is segmented into type, component, technology, application, and region. Depending on type, the market is segmented into products and services. The products segment is further classified into wet sprinkler system, dry sprinkler system, pre action sprinkler system, and deluge sprinkler system. The services segment is bifurcated into engineering services, installation & design, maintenance services, and inspection & managed services. By component, the market is bifurcated into stop valve, alarm valve, fire sprinkler head, alarm test valve, and motorized alarm bell. By technology, it is bifurcated into active fire protection and passive fire protection. By application, it is divided into residential, commercial, and industrial.

投资建议：行业仍处起步阶段，渗透率+价值量双重提升以及国产替代是行业未来的发展趋势。具备较强核心零部件生产能力以及整体方案开发能力，并能够深度绑定优质客户的品牌有望充分受益行业增长。建议关注机器视觉全领域龙头企业：奥普特（688686.SH）。

大尺寸硅片降本增效效果明显，代表未来发展方向。210/M12/G12 大硅片光电转换效率及生产效率具备明显优势，相比于M2 硅片，中环210 大硅片可提升1%的光电转化效率，80%的单片功率，最后将体现在度电成本LCOE 的大幅下降。由于“降本提效”是光伏行业的不变基调，大硅片时代的到来确定性高。中环作为硅片头部企业重点加码210，引领大硅片趋势。此次中环宁夏项目整体规划210 单晶硅片产能50GW 以上，参考中环五期产能建设节奏，我们预计该项目于2022 年底达产，项目达产后，中环单晶总产能将达到135GW 以上。

The report covers detailed analysis of trends, future estimations, and a thorough study of the fishing equipment market on the basis of type, nature, distribution channel, and region. It analyzes government regulations, policies, and patents to provide information on current market trends and suggests future growth opportunities, globally. Furthermore, the study highlights Porter’s five forces analysis to determine factors affecting the market growth. These factors include raw material prices, intense competition, end user, manufacturers, and suppliers. To understand the market, drivers, restraints, and opportunities are explained in the report. Furthermore, it includes revenue generated from the sales of the fishing equipment market across North America, Europe, Asia-Pacific, and LAMEA.

The packaging industry is one of the most versatile & dynamic industries and is undergoing rapid transformations with the advent of new technologies. Consumer behavior, product demand, procurement of raw material, distribution and supply of machines are all expected to directly impact the demand for packaging in the future. On a macro level, high or low demand for packaging machinery is proportionally driven by industries, which involves packaging as a major part of their business.

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。