[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.
[专用设备制造业,电气机械和器材制造业] [2020-08-28]
Heat pump is a mechanical-compression cycle refrigeration system that can be reversed to either heat or cool desired space. Therefore, it is massively used in space heating and cooling applications. It is composed of two main components, which include an indoor air handler and an outdoor unit that is quite similar to the central air-conditioner but referred to as a heat pump. The outdoor unit has a compressor that circulates refrigerant, which is known for absorbing and releasing heat that travels between indoor and outdoor units. The key difference between an air conditioner and heat pump is both technologies cool the desired space using similar mechanisms, but heat pumps can also heat residential spaces, whereas the air conditioner cannot.
[专用设备制造业,汽车制造业] [2020-08-24]
A self-driving bus is a robotic vehicle designed to travel between destinations without a human operator. They combine sensors and software to control, navigate, and drive the vehicle. This vehicle uses LiDAR and RADAR and several other sensors for its operations. Bus door system is a hinged piece or object that allows entry/exit of the passengers. Many companies are developing these door systems in innovative manner. For instance, Schaltbau Holding offers smart door systems/intelligent door systems for self-driving shuttle buses and other vehicle concepts. There is a wide range of products of bus door systems. Electric inward swinging doors, pneumatic inward swinging doors, pneumatic outward swinging doors are a few examples of these systems. The autonomous bus door system market is driven by factors such as improved safety coupled with the reduction in traffic congestion, rise of connected infrastructure, and increase in demand for fuel-efficient, highperformance, and low-emission vehicles. However, high manufacturing cost and data management challenges restrict the market growth. Moreover, development of smart cities and supportive government regulations create lucrative growth opportunities for the market expansion.
[建筑业,电气机械和器材制造业,专用设备制造业] [2020-08-24]
The report covers the study of the heavy construction equipment market on the basis of equipment type, application, end-user industry, and region. Heavy construction equipment includes earthmoving equipment, material handling equipment, heavy construction vehicles, and others. These equipment are used to move large amounts of earth or dig foundations and landscape areas. For instance, material handling equipment are used to move raw, waste materials from one place to another; while heavy construction vehicles are used for transporting construction materials such as sand, gravel, and excavated dirt from one job site to another. The application areas of heavy construction equipment considered in the report are excavation & demolition, heavy lifting, material handling, tunneling, and recycling & waste management. Various industries, such as construction, mining, oil & gas, infrastructure, manufacturing, and others (forestry and agriculture) are extensive users of heavy construction equipment.
[专用设备制造业] [2020-08-18]
挖机销量持续高增, 地产基建复苏下Q3 高景气有望延续。我们预计7 月挖机销量同比+55%,累计同比+27%持续回升。其中国产挖机龙头企业销量同比增速均有望在50%以上,市场份额不断集中。2020 年以来各项投资增速触底回升,疫情后赶工刺激设备需求强劲,地产链条超预期增长,预计下半年基建项目开工刺激需求拉动行业高增长。8 月份核心零部件厂商油缸排产同比+29%,环比正增长,预计8 月挖机行业仍有望保持较高增速。
[专用设备制造业] [2020-08-18]
本周市场表现:本周各细分行业涨多跌少,其中机械行业指数上涨2.59%,同期沪深300 上涨0.27%,机械行业跑赢大盘,在28 个行业中排名第8。本周我们覆盖的机械子行业中,智能物流、检测设备、锂电设备、船舶海工、石化煤机、核心零部件涨幅较高,分别上涨6.29%、6.09%、6.07%、5.94%、5.19%、.10%;
工业制冷、光伏设备、农业机械、半导体设备出现下跌,分别下跌0.06%、0.46%、1.60%、2.72%。