There are a large number of life sciences companies, academic and research institutes, and government organizations globally. The rise in the adoption of decentralized trial activities, demand for specialty medicines, and real-world evidence are some factors that drive the adoption of clinical trial software solutions and contribute to market growth. Clinical trials play an essential role in the discovery, diagnosis, and prevention of diseases. Clinical trials enable to test drugs or devices for their effectiveness in a professional setup. Pharmaceutical organizations seek various methods to minimize the cost of clinical research and to increase patients’ access to advanced technologies. This drives the demand for clinical trial software.

A data center is a building or part of a building containing computers and networking devices that support the business units and the IT infrastructure of a company/organization. With the increase in data generation and accumulation, every type of industry and organization relies on data centers for storing and accessing information or data pertaining to their business operations. This information is usually very crucial to their daily operations as well as acts as a key resource for their strategy development. Hence, data centers are highly valued in today’s businesses, especially for their four crucial benefits in data management, i.e., 24/7 backend support, risk mitigation, cost reduction, and security. These data centers require a continuous power supply for operations, and due to the high-power requirements, data centers also release carbon emissions. A carbon neutral data center, on the other hand, is a data center that releases negligible to zero carbon emissions. According to the International Energy Agency (IEA), the data centers consume almost 250 TWh of electricity, which was almost 1% of the total electricity consumed globally in 2019. This power is sourced majorly from non-renewable energy sources, significantly mitigating greenhouse gas emissions and global warming.

Traditionally, biopharmaceutical excipients are inert components used in medicines. They are crucial to guarantee the high quality, safety, and efficacy of a drug. These are substances other than the active drug, which are included during the manufacturing process or are contained in the finished pharmaceutical dosage form. Despite being regarded as therapeutically inert, they are essential to transport the active drug to a location in the body where the drug is intended to show its action. In addition, biopharmaceutical excipients are key elements to ensure the adequate processability or stabilization of the drug substance.

分布式数据平台较好的满足了海量、多源、异构数据的处理需求。基于并行协作、资源共享的理念构建的分布式架构，在数据计算和存储的整体性能上较集中式架构都有较大提升。随着数据量和应用负载的快速增加，分布式大数据平台已成为数据处理和分析的主流产品。

AIGC全称为AI-Generated Content，即利用人工智能技术来生产内容，在创意、表现力、创作速度、迭代、传播等方面都具有显著的技术优势，已经成为继PGC（专业生产内容）和UGC（用户生产内容）之后新型的内容创作方式。其中，AI绘画是AIGC的重要分支。

国内云计算产业正度过早期发展阶段，进入新周期，并带来市场格局、客户结构等层面显著变化。需求侧，传统企业客户正取代互联网客户，成为国内云计算市场需求增长的主要驱动力，并要求云平台厂商具备较过去完全不同的能力模型。供给端，运营商云依靠基础设施成本与广度的优势，逐步在 IaaS 层获取份额，并在政企领域实现用户快速积累，带动国产 ARM 服务器、一线城市数据中心等需求的增长。而互联网厂商依靠软件能力，在 PaaS 及 SaaS、生态建设等领域仍具备优势，预计中期国内云计算市场竞争将持续趋于激烈，亦将显著延长行业整体盈利周期。我们持续看好国内云计算产业中长期发展机遇，亦密切关注头部的云平台厂商。

截至2022年11月8日，计算机指数较年初下跌20.15%，跑赢沪深300指数；计算机板块PE-TTM为50.75，处于历史相对低位。2022Q3基金对计算机行业的持仓比例为2.69%，环比提升0.28个百分点。业绩方面，2022Q3计算机板块收入同比增长1.9%，增速环比Q2提升，板块整体现金流改善；行业信创、智能汽车、卫星遥感应用等领域公司业绩增长亮眼，其中信创板块三季度明显加速。

院线 Q3 营收有所回暖，持续性依赖内容改善；电视剧提质减量持续 院线板块 22Q1-Q3 营收 133 亿元，同降 24.32%；亏损 15.95 亿元，较 21 年同期由盈转亏。22Q3 营收 46.62 亿元，同增 17.05%，营收回暖。据猫 眼专业版 22Q3 全国电影票房约 85 亿元，同增 16.17%，相比 Q2 的同降 66%回暖明显。但 22 年国庆档票房约 15 亿元，同降约 65.8%，我们认为 主因优质内容供给不足，后续复苏将主要依赖于优质内容供给改善。22Q3 影视板块实现营收 46 亿元，同降 24.1%（22H1 同降 15.2%）；实现扣非净 利-3.6 亿元（22H1 盈利 2.9 亿元），去年同期盈利 1.6 亿元。短期看，疫情 导致项目延期，收入利润承压，长期行业提质减量方向不改，精品化持续。

综合移动办公平台是指基于即时通信模块，以平台化服务为载体，面向多元化移动终端，统一管控组织内的人、财、物、 信息、流程等资源的办公协作平台。从现阶段来看，综合移动办公平台的边界在不断扩展，横向上办公模块不断丰富，纵 向上业务应用向后台不断深耕。它能够解决企业一体化办公需求，帮助用户摆脱时间和空间的限制，提高效率、增强协作， 提升企业信息处理效率和资源利用率，从而最终提升企业经济利润与市场竞争力。综合移动办公平台与远程办公、协同办 公等产品概念互有交叉和重叠，但是更加强调随时随地办公的能力。

本分析内容主要分析对象是中移物联网行业。物联网是指通过各种各种装置与技术，实时采集任何需要监控、连接、互动的物体或过程，采集各种需要的信息，通过各类可能的网络接入，实现物与物、物与人的泛在连接，实现对物品和过程的智能化感知、识别和管理。本分析将针对中国物联网行业市场发展概况、结构分析、典型厂商分析、发展趋势等方面进行分析洞察。