[仪器仪表制造业,通用设备制造业,专用设备制造业,铁路、船舶、航空航天和其他运输设备制造业] [2020-09-06]
海外疫情促进全地形车普及从而吸引新增用户;2)乘国内消费升级春风,高性价比产品具有优势,推荐 有望成为玩乐类车辆全球龙头的春风动力。工程机械方面,2020 上半年疫 情影响减退,工程机械行业销量快速反弹。我们认为,地产基建投资轮动, 2020 年工程机械行业有望维持平稳增长
[专用设备制造业] [2020-09-05]
投资建议:国产半导体清洗设备厂商迎来行业扩容和国产替代的重要机遇:一方面,随着芯片工艺的进步及芯片结构的复杂化,清洗设备量价齐升,行业规模有望扩容;另一方面,受益于国内芯片产线的加速建设和产能爬坡,国内清洗设备厂商通过差异化路线追赶,份额有望快速提升。建议关注国产半导体清洗设备代表盛美股份、北方华创、至纯科技和芯源微。
[专用设备制造业,仪器仪表制造业,电气机械和器材制造业] [2020-08-31]
Turbocharger is an integral part of internal combustion (IC) engine, which improves its performance by increasing the amount of air intake in the combustion chamber with the help of ejected burnt air. The global turbocharger market is expected to exhibit a notable growth in the coming years as these chargers ensure optimum engine performance and enhanced fuel efficiency. Turbochargers swiftly gained popularity as they find wide applications in light commercial vehicles, heavy commercial vehicles, ships & aircraft, heavy duty vehicles, and locomotives, owing to several benefits such as enhanced fuel-efficiency and improved engine performance in terms of power and output.
[仪器仪表制造业,专用设备制造业,医药制造业,电气机械和器材制造业] [2020-08-31]
Coronavirus belongs to a family that includes viruses causing common cold to middle east respiratory syndrome (MERS), and severe acute respiratory syndrome (SARs), as per the World Health Organization (WHO). The novel coronavirus is a newly discovered strain and is also known as COVID-19 and has led to a rapid rate of respiratory infections and deaths globally. The disease primarily spreads through droplets of saliva or nasal discharge of an infected person, when such a person coughs or sneezes. The common symptoms of the disease are fever, cough, difficulty in breathing, fatigue, loss of smell, tenderness, and muscle pain, among others. The spread of the disease can be avoided through washing hands with soap and water at regular intervals, avoiding contact with those infected, and using a medical facemask. The following figure illustrates the crucial information regarding novel coronavirus spread, its symptoms, susceptibility, and the preventive measures against the disease.
[酒、饮料和精制茶制造业,专用设备制造业,仪器仪表制造业,电气机械和器材制造业] [2020-08-31]
Wine production machinery is used for production of wine from white grapes, black grapes, and other special varieties of grapes. There are various types of equipment used for wine production in the industry. The report includes type of wine production machinery such as tanks & fermenters, crushing & pressing equipment, temperature control equipment, filtration equipment, and others.
[专用设备制造业,电气机械和器材制造业,医药制造业] [2020-08-31]
The report provides market dynamics and trends related to the global wound management devices market. In addition, it presents market estimations and forecast. The study estimates the revenue generated from the sales of wound management devices directly from a company and does not include revenue related to wound management services such as consulting and rehabilitation services. The valuations comprise revenue generated from devices, which are used during wound management therapies. However, the report does not include revenue generated by dealers, traders, or brokers of the market during the supply of these devices in hospitals, clinics, and surgery centers. Furthermore, it excludes revenue generated from post-sale services of these devices.
[专用设备制造业] [2020-08-30]
缝制设备每年市场空间较大,2013-2015年规模以上企业的营收体量为400亿左右每年;工缝机为主要产品之一,份额占到45%左右。骨干工缝机企业合计营收在150-200亿左右波动;杰克的市占率快速提升,骨干工缝机企业中的市占率仅为17%左右。我们认为工缝机市场低点有望本年度Q2-Q3确认,主要逻辑:1)过去10年工缝机产量最低点是出现在2016年,本年度全年产量接近历史底部;2)拆分缝纫机销售来看,缝纫机国内市场存在波动性,但海外市场整体呈现增长趋势(2018年达到了400万台),本年度上半年工缝机出口下降幅度达到了27%左右,也即疫情大大影响了缝纫机的正常出口销售。伴随着疫苗的推出、疫情有望得到有效控制,工缝机正常需求有望恢复。
[专用设备制造业] [2020-08-30]
市场回顾:上周机械指数上涨0.23%,差于上证指数(0.61%)和沪深300(0.30%),但强于创业板指 (-1.36%)。上周工程机械(中信)(2.71%)、仪器仪表(中信)(2.32%)等子行业表现居前;锂电设备 (中信)(-10.82%)、船舶制造 (中信)(-6.58%)表现较差。上周大部分数标的沪(深)股通持股占比有所提升,其中徐工机械(0.31%)、恒立液压(0.30%)、美亚光电(0.24%)提升较为明显。
[专用设备制造业] [2020-08-30]
本周机械设备行业跑赢沪深300 指数:本周市场出现大幅调整,各指数表现不一,成交量小幅缩小。其中深圳成指跌幅为0.08%,中小板指数涨幅为0.36%,创业板指跌幅为1.36%,上证综指涨幅为0.61%,沪深300 涨幅为0.30%。本周两市成交额5.05 万亿,环比上周下降1.19%。申万一级子行业中,共计18 个子行业录得涨幅,10 个子行业录得跌幅,其中食品饮料涨幅达3.40%,建筑材料涨幅达2.42%,机械设备行业涨幅为0.41%,跑赢沪深300 指数0.11 个pct,在申万行业指数里机械设备行业涨幅排名居中,排名15/28。
[医药制造业,专用设备制造业,仪器仪表制造业] [2020-08-30]
Pain is an unpleasant sensory and an emotional experience caused due to the tissue damage and an illness. This device is used to treat various conditions such as cancer, muscular pain, and others. The report of the orthopedic devices market involves the study of different devices products that work as orthopedic devices electrical stimulators, electrical stimulators, analgesic infusion pumps and, neurostimulation. In addition, it covers the applications in which these devices are used including cancer pain, neuropathic pain, facial & migraine, musculoskeletal disorders (MSDS), trauma, and others. Moreover, this report provides a detailed analysis of the current market trends and future estimations from 2019 to 2026.