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601.社会服务行业:新生代妈妈引领母婴市场消费变革,掘金新兴细分行业-新兴产业双周报
[卫生和社会工作,公共管理、社会保障和社会组织,居民服务、修理和其他服务业] [2016-08-05]
行业及重点个股涨跌幅点评:海外个股方面,双周纽约证券交易所涨幅前三的个股为希尼亚(+67.13%)、宜人贷(+ 35.85%)、哈斯科材料(+33.79%)。双周跌幅前三的个股为:富矿溪能源(-49.45%)、基本能源服务(-39.45%)、NORTEL INVESTMENTS INC(-22.39%)。双周纳斯达克证券交易所涨幅前三的个股为 TOP SHIPS INC (+171.12%)、宇隆环保建材(+84.91%)、中环球船务(+72.11%)。双周跌幅前三的个股为:ZAFGEN INC(-55.37%)、AVINGER INC(-46.06%)、ESSENDANT INC (-32.77%)。双周香港证券交易所涨幅前三的个股为华人置业(+45.43%)、泛亚环保(+37.93%)、FIRST CREDIT(+34.62%)。双周跌幅前三的个股为:华夏健康产业(-67.80%)、位元堂(-27.38% )、智傲控股(-18.33%)。
关键词:社会服务行业;母婴市场;市场细分
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602.J.D.Power发布2016中国售后服务满意度报告
[居民服务、修理和其他服务业,汽车制造业] [2016-08-02]
关键词:汽车;售后服务;维修
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603.全球移动票务等市场报告(2016-2020年)
[信息传输、软件和信息技术服务业,金融业,居民服务、修理和其他服务业] [2016-07-29]
Mobile ticketing is the process in which customers purchase and obtain tickets using their smartphones or other mobile devices. There are several applications for mobile ticketing, including event ticketing, airline ticketing, transit ticketing, and theater ticketing.
关键词:移动售票;智能手机;移动设备门票;移动售票,包括事件票务;航空票务;交通票务;剧院票务
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604.社会服务行业:迪士尼开业在即,激活主题公园产业链-板块6月投资策略
[居民服务、修理和其他服务业,文化、体育和娱乐业,公共管理、社会保障和社会组织] [2016-06-26]
1)出境游:整体高景气度不减,看好综合布局的龙头企业。上半年主要主要假期结束,综合各小长假信息判断,出境游市场整体维持较高景气度,数据表明未来趋势偏乐观。重点推荐凯撒旅游等出境游龙头公司。2)主题公园:迪士尼开业在即,江浙沪客流带动+主题公园产业链激活两条逻辑逐步落实。客流带动预计首年客流超800 万,60%左右为外省客流。重点推荐送中青旅、大连圣亚。3)景区升级:景区升级符合改革方向,顺应国内周边游崛起的趋势。消费升级、在线化率提升、大交通持续改善,多因素促使国内景区迎来新的需求增长周期。重点关注景区资源协同性高,整合升级执行力强的公司,黄山旅游、张家界、北部湾旅等。
关键词:社会服务行业;迪士尼;主题公园产业链
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605.社会服务行业:刚需促成穿越周期,整合带来产业优化-中期投资策略
[公共管理、社会保障和社会组织,居民服务、修理和其他服务业] [2016-06-26]
我们在年度策略中揭示 2016 年旅游板块主要投资机会来自消费升级、旅游的需求全面爆发带来的行业供给升级。在移动互联网和政策支持背景下,消费者需求将通过互联网平台迅速传导至供给端,通过对劳动力、资本的影响,对供给函数产生影响。随着下半年旅游旺季到来,优质的出境游产品和出境后综合服务、国内高质量周边休闲游等持续受到追捧,进一步验证供给侧改革将持续推升细分领域的景气度。
关键词:社会服务行业;刚性需求;产业优化;中期策略
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606.环保工程及服务行业:“土十条顶层设计落地,看好中长期成长逻辑
[水利、环境和公共设施管理业,租赁和商务服务业,居民服务、修理和其他服务业] [2016-06-04]
土壤针对性法律缺失和相关标准不足一直是土壤防治领域的一大痛点,由此带来的责任主体不明和缺乏修复规范问题影响着行业的发展,“土十条”提出配合完成土壤污染防治法起草工作,适时修订相关法律法规、健全相关标准,鼓励地方性法规和标准出台,将加快我国土壤防治法律体系构建。
关键词:环保工程;服务行业;市场分析
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607.全球智能城市ICT基础设施市场报告(2016-2020年)
[居民服务、修理和其他服务业,水利、环境和公共设施管理业] [2016-05-30]
The rapid growth in urban population is increasing the demand for basic amenities that include transportation, healthcare, residents' safety, and education. The traditional operations in cities were ineffective and allowed only one-way distribution system for energy and water. However, with the advances in digital technology, the two-way communication became possible, and machine-to-machine (M2M) technology evolved further to provide smart grid, smart water management systems, smart transport system, and smart building system. All of these verticals form the smart city; and the development of smart cities is needed.
关键词:基础设施;需求;交通运输;医疗卫生;居民安全;教育;机器M2M;技术发展
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608.全球生育服务市场报告(2016-2020年)
[居民服务、修理和其他服务业,卫生和社会工作] [2016-04-24]
Couples with fertility issues are unable to conceive even after regular unprotected coitus. Infertility complications are widespread, with either female or male infertility factors accounting for one-third of the cases. In the rest of the cases, the cause is either unknown or a combination of both male and female infertility factors. Low sperm production, abnormal sperm function, or blockages that prevent the delivery of sperm are some of the factors that can lead to infertility in males. Hormonal changes, fallopian tube damage, endometriosis, and cervical abnormalities are factors that can lead to infertility in women. Diagnosing the cause of infertility can be difficult, but people with fertility issues can choose from a variety of treatment options, depending on the underlying problem.
关键词:生育问题;不孕不育;不孕因素;精子量少生产;畸形精子功能;堵塞阻止精子
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609.全球水疗市场报告(2016-2020年)
[居民服务、修理和其他服务业,金融业,文化、体育和娱乐业] [2016-04-19]
Europe continues to be the largest market at a global level, followed by APAC. Significant demand is seen in regions like Central and South America and MEA. Growing disposable incomes and the influx of tourists are the key driving factors in these regions. Players are innovating in terms of services and ambience to create differentiation and increase footfall. However, the market is highly fragmented and due to low differentiation, there is intense competition in the market.
关键词:水疗市场;显著的需求;不断增长
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610.软件及服务、技术硬件及设备行业:已发布一季报预告的100家企业整体盈利情况好于去年
[居民服务、修理和其他服务业,信息传输、软件和信息技术服务业] [2016-04-16]
板块内105 家企业发布一季度业绩预告,剔除七喜控股等异常个股,(1)100 家企业中有74 家现盈利,其中27 家归属净利润同比增速达到40%以上,10 家扭亏为盈,16 家盈利同比减少,4家由盈利转为亏损。与去年同期相比,盈利增速达40%以上的企业增加6 家,盈利转亏损的企业数量减少11 家,持续亏损的企业增加了5 家。(2)计算机板块盈利情况有所好转,业绩并表是重要的动因素,考虑到已发布年报的企业整体毛利率大幅提高,我们预计毛利率的提升也是带动板块盈利好转的因素之一。
关键词:软件;服务;技术硬件;设备;盈利情况