Establishments described in this report are primarily participating in the surveillance radars market. commonly known as Perimeter Surveillance Radars (PSR) are a class of radar sensors that monitor activity surrounding or on critical infrastructure areas such as airports, seaports, military installations, national borders, refineries and other critical industry and the like.

The Global Innovative Markets Forecast report series by Perry/Hope Partners features market sales of thousands of high-tech products and services in various industries such as transportation, hardware, electronics, electrical products, printing services and food products. The reports are published annually based on a unique methodology that uses robust data sources and detailed logarithms to estimate global markets for manufactured products. The main steps in the methodology are: - Products and services definitions and historical data are primarily based on secondary data collected from Internet research which is updated annually. Data sources include trade association databases, trade journal articles, press releases, published research reports, and annual reports.

新东方以一种意料之中，但又出乎意料的方式重新站上了讲台，凭借多年深厚的高质量教学口碑，以双语带货的独特方式和娓娓道来的慢
节奏风格获得认可，粉丝数加速成长。用户量及用户时长、商业化是平台的两大述求，而东方甄选的用户停留时间满足了平台的核心诉求，
也直接推动其直播间在6 月以来的加速破圈。多年积累的教学口碑和专业能力，叠加创始人俞敏洪的“天然IP”，奠定了东方甄选抖音号在双语带货的垂直内容赛道上的竞争壁垒。

我们认为随着政策逐步稳定，目前影响板块估值的仍是基本面的复苏节奏，当下的宏观逆风环境和疫情扰动，仍对2 季度业绩产生一定的挑战，但从6 月以来各业务板块的有序复苏，也体现了互联网公司业绩的韧性，此前我们判断互联网公司今年更注重“提质增效，聚焦核心主业的高质量增长”也在1 季度部分公司的财报中得到兑现。结合业绩复苏和全年确定性以及长期空间，我们重点推荐美团、快手、腾讯、网易、boss直聘等。

截至2021 年，我国直播电商销售额同比增长37%至13165 亿元，直播电商的快速发展在扩大消费规模、拉动经济增长方面发挥了积极重要的作用，同时在监管政策等引导行业健康规范发展。头部主播多元化发展趋势下，东方甄选凭借其“双语带货”内容和产品特色爆火出圈，我们看好直播电商行业的发展前景及产业链投资机会。推荐：中国领先的在线教育服务商新东方、抖快平台头部MCN 机构星期六，建议关注抖音和直播电商服务商世纪睿科。

尽管面临多重扰动，22H1业绩有所承压，但是互联网公司基于自身的网络密度效应、供应链履约等服务闭环及产品服务线上化的普惠性依然显现出较强的增长韧性，22Q1众多互联网业绩超出市场预期，同时体现了较强的降本增效能力；叠加高能见度政策及平台鼓励政策屡屡发布，持续坚定市场信心。我们认为底层壁垒是互联网公司的普惠化得以保证用户规模及组织快速迭代能力得以保证经营效率，建议关注“政策+疫情”双拐点。

本分析内容主要分析对象是中国社区团购发展新动向，涉及主要厂商有美团优选、多多买菜、淘菜菜、兴盛优选等。