[信息传输、软件和信息技术服务业,金融业] [2020-05-18]
[信息传输、软件和信息技术服务业,批发和零售业] [2020-05-18]
[医药制造业,信息传输、软件和信息技术服务业] [2020-05-18]
Modelling patient flow in health care systems is vital in understanding the system activity, and therefore, it may prove to be useful in improving their functionality. There are only a few vendors of integrated software-based patient flow solutions, which are fragmented. Few large clinical vendors offer inpatient tracking solutions, which are supposed to be very similar in features and their functionality. Despite the higher adoption rate of patient flow management solutions, the number of hospitals that use this solution to take care of the patient flow management is low in certain developing or underdeveloped countries. Currently, the advanced tools developed by the companies are accelerating the use of patient flow management solutions, and the emerging economies are gradually adopting the same.
[信息传输、软件和信息技术服务业] [2020-05-17]
持续看好电子下游供应链。延续前次电子月报的观点 (2020 年 4 月电子下游 : 市场逐渐消化不确定性,下游优于上游),电子下游当前渠道库存健康,国内销量企稳,5G 手机零售价下沉(受益于新款SoC,6 月份5G 手机降至1700-1800 人民币),海外线下店陆续重启和新机推出的题材,看好大立光(3008 TW)、舜宇光学科技(02382 HK)及小米集团(01810 HK)。
[信息传输、软件和信息技术服务业] [2020-05-17]
疫情延迟释放需求,2020Q1 行业处于业绩底部,5G 规模建设叠加新基建政策预计将助力Q2 开启高确定性增长。2019 年处于4G 的末期,行业收入增长约2%,利润下滑约8.8%;20Q1 由于疫情影响,收入端下滑2.3%,利润下滑11.2%,展望全年,运营商资本开支预期增长11%,带动5G 无线需求增长23%和传输网需求增长20%;企业上云提速拉动IDC 等云计算基础设施持续增长。疫情总体对通信行业影响更多是收入确认的延后,预计未来三个季度即将进入超额恢复周期。
[信息传输、软件和信息技术服务业] [2020-05-17]
行业市场回顾: 2020 年4 月,通信(中信)板块指数同比上涨3.3%,跑输同期沪深300 指数(6.41%),中小板指数(8.97%)和创业板指数(10.55%)。板块在30 个中信一级行业中排名第17 位,较3月上升11 名,整体表现有明显回暖但仍跑输大盘。子版块方面,4月份增值服务、通信终端及配件表现较好,涨幅分别为8.43%和8.12%。系统设备、网络覆盖优化与运维、网络规划设计和工程施工版块表现较差,跌幅分别为-2.63%、-4.51%、-6.11%。
[信息传输、软件和信息技术服务业] [2020-05-17]
4 月海外疫情影响逐步减弱,沪深300 指数全月上涨146.95 点,涨幅6.1%,通信(申万)指数上涨44.27 点,涨幅1.9%,弱于大市。TMT 板块4 月全面上涨,电子、计算机幅度最大,通信最小。4 月份总体微涨,部分板块比较突出,其中信息安全、云计算、光器件板块表现亮眼。通信板块4 月通信板块PE 上涨,PB 下跌,总体估值处于近一年低位。
[铁路、船舶、航空航天和其他运输设备制造业,信息传输、软件和信息技术服务业] [2020-05-17]
The users of maritime information gather data to have safety at sea, improve productivity, and ensure efficiency in marine operations. The maritime information offers regulatory compliance, enhances awareness, provides scientific and survey data, and monitors the environment for suspicious or illegal actions. With the ship traffic increasing across the world, it has become essential to improve safety and security and to safeguard the environment. For instance, during 2018, cargo traffic at major ports in India was reported at 679.36 million metric ton, as per the IBEF. In 2019, this traffic increased by 2.9% year-on-year to 699.05 million metric ton. Information exchange forms the basis for different segments within the maritime industry to coordinate with each other, in order to enable smooth functioning. Systems integrated with the maritime traffic monitoring capabilities and effective tracking systems, such as AIS (Automatic Identification System), SAR (Synthetic Aperture Radar), etc., have emerged as fundamental needs for vessels.
[医药制造业,信息传输、软件和信息技术服务业] [2020-05-17]
The rising adoption of various healthcare IT systems in hospitals and the explosion of healthcare data are major factors expected to supplement the growth of the market. Electronic data is a rapidly-emerging topic in the healthcare IT market. Since its inception, the healthcare industry has generated large amounts of data, driven by record keeping, compliance and regulatory requirements, and patient care. Thus, there is a huge need for efficient medical document management systems in the market. Furthermore, there are various small and big market players present in the market and the majority of them are focusing on providing interoperability in their systems. Besides, there are few systems which provide integrated solutions that come along with systems like EHR, etc.
[信息传输、软件和信息技术服务业,制造业] [2020-05-17]
Manufacturing operations management (MOM) software operates on a collection of systems that are used to manage end-to-end manufacturing operations processes with a primary aim to optimize manufacturing operations efficiency. The MOM software ensures compliance with set of policies and rules that are necessary to maintain production value and ensures that the workforce and associated processes operate accordingly. The software involves a set of processes that continuously improve the inventory, production, maintenance, quality control, and human resource requirement around the strategic objectives to meet product innovation, cost reduction, regulatory compliance, sustainability, and quality of the product.