[批发和零售业,计算机、通信和其他电子设备制造业,信息传输、软件和信息技术服务业] [2017-10-12]
[批发和零售业,交通运输、仓储和邮政业] [2017-10-12]
[批发和零售业,住宿和餐饮业] [2017-10-09]
In the global commercial cooking equipment market, the ovens segment will register the fastest CAGR of 7.42% during the forecast period. Ovens are an important part of commercial kitchens, and most foodservice establishments are equipped with different types of commercial ovens as per the requirement. The increase in the number of foodservice establishments using ovens will drive the growth of the ovens segment.For instance, in early 2016, Paris Baguette USA announced its plans to open its stores in more than 350 locations in the US by the end of 2020.
[批发和零售业] [2017-09-23]
瓷砖行业市场规模巨大，家装市场占比较大，消费升级+ 环保趋严，具有资金和品牌优势的大企业市占率逐渐提升；欧神诺工程和零售端两手抓两手都要硬，B 端受益大地产商集中度提升和精装房市场稳定增长，C 端零售渠道持续下沉+云商平台持续发力。
[批发和零售业] [2017-09-23]
今年以来，周期股的关注度持续增加，周期行业的估值体系有异于成长行业，怎么去把握里面的规律，本文试图从 A 股、港股和海外水泥上市公司的历史估值数据中寻求估值规律。（如无特别说明，文中 PB 估值使用TTM 口径，详见正文表 1 处注释）
[批发和零售业] [2017-09-22]
大市值公司统计特征呈现。从行业分布来看，大市值集中出现在医 疗、食品饮料和汽车等；从地区分布来看，美国、日本、中国是拥有 大市值公司数量的前三甲。从市值来看，2006-2016 年行业市值增长 CAGR 排名前三为电商(43.13%)、服装配饰(8.42%)和化妆品(7.62%)， 家居零售自 09 年后持续正增长。电商(1104.52%)和消费电子及电器 (517.39%)十年间股价涨幅大幅领先于其他行业。从业绩来看，电商行 业营收、净利与 ROE 指标均处于领先地位，而传统消费行业下滑趋 势明显，汽车及零配件和消费电子电器等标准化行业规模效应显著。 从估值来看，电商估值较高(2016 118XPE)，医疗 PE 提升最快 (CAGR9.94%)，汽车及零配件和休闲旅游下滑明显
[专用设备制造业,批发和零售业] [2017-09-21]
The global clinical mobility aids market includes both low-end and high-end products.Low-end mobility aids include canes, walkers, and crutches. These are, however,commonly used by the older adult population. On the other hand, high-end mobility aids such as manual wheelchairs, powered wheelchairs, and mobility scooters are preferred in clinics and hospitals to provide patients the required mobility during their hospital stay. Thus, these products have steady demand from end-users, which motivates emerging manufacturers to enter the market and expand their product portfolios. Other factors such as the rising number of medical emergencies, continuous product evolution, and automation of manually-operated products are also driving the global clinical mobility aids market.
[信息传输、软件和信息技术服务业,批发和零售业] [2017-09-19]
早在十年前欧美国家就开始探索便利店“无人化”形式，2013年后进入商用化试点，2016年陆续在全球兴起。2017年7月“淘咖啡”在阿里巴巴造物节中惊艳亮相，引发业界对无人便利店的关注，就此引爆国内新兴无人便利店
[批发和零售业] [2017-09-18]
随着新版 GSP 的落地以及两票制等政策的出台，单体药店面临巨大的生存压力，加盟连锁药店将是比较好的出路，国内零售药店连锁化及集中度将进一步提升，对比美国，我国医药零售行业集中度仍处于较低水平；处方外流将使医药零售承接千亿的外流处方市场；医保定点资质的放开，医药零售市场的总体规模有望增加，医药零售监管愈发严格，大型连锁药店由于注重合规经营将显著受益。
[批发和零售业] [2017-09-17]
强者愈强，龙头公司竞争力加强，市场份额提高。比如体育服饰中的安踏，男装中的利郎，纺织制造中的申洲，食品饮料里面的蒙牛、达利，社区服务行业的绿城服务，各细分行业龙头公司都出现了中报超预期的情况。
027-87841330