2021 年下半年通信行业我们看好三条主线。（1）5G 基建前低后高，运营商和主设备商盈利改善，推荐通信主设备领域的中兴通讯和运营商领域的中国移动、中国联通、中国电信。（2）物联网连接放量，基础硬件持续受益，推荐通信模组领域的移远通信和广和通，智能控制器领域的和而泰和拓邦股份。（3）电信引擎重启，海外数通市场高景气，光通信板块有望持续修复，400G 升级周期开启，推荐关注400G 龙头中际旭创和新易盛。

随着5G 通信网络建设的不断推进，下游部分物联网应用得以率先落地，这又增加了对上游传感器、无线通信模组、物联网终端等硬件的需求。因此，建议关注通信模组相关标的移远通信(603236，未评级)、广和通(300638，未评级)，物联网终端相关标的移为通信(300590，未评级)，还有物联网终端及应用相关标的高新兴(300098，未评级)。

上周传媒行业（申万）上涨0.75%，居市场第15 位，跑赢沪深300 和创业板指数。互联网行业严监管已是政策基调并逐步纳入预期，长期看有利于行业良性发展，阿里、腾讯拟互通生态消息释放后，市场反应趋于正向。中报预告披露完毕，中报行情暂告一段落。后续依然建议关注游戏板块，在买量放松、暑期档等叠加下热度持续，TapTap 游戏发布会公布多款新游信息，关注新游测试及上线情况。

E-waste or electronic-waste has increased exponentially around the globe as use of electronics and electronic gadgets have increased. E-waste management refers to reuse, resale, recycle, or disposal of discarded electronic and electrical devices. Presently, there is an increase in number of electronic and electrical industries, which has led to rise in volume of e-waste across the globe. Enhanced purchasing power of customers as well as increased rate of obsolescence of electronic and electrical devices also adds to e-waste in tremendous volume each year. The report focuses on the growth prospects, restraints, and market analysis. The study provides Porter’s five forces analysis of the e-waste management industry to understand the impact of various factors such as bargaining power of suppliers, competitive intensity of competitors, threat of new entrants, threat of substitutes, and bargaining power of buyers on the market.

Data warehousing is the technique of creating a data warehouse in which data from different data sources is stored. In addition, data stored in a data warehouse helps organizations deliver enhanced business intelligence solutions to end users and provide a competitive advantage in the market. In addition, various businesses are using data warehouses to enhance their data quality and improve their decision making capability.

Companies outsource all kinds of IT and business functions to service providers, including some that are quite strategic. Increasingly, it includes data analytics, one of the more competitively advantageous areas of the technology spectrum. With data analytics outsourcing, organizations hire service providers to perform analytics on the data they provide to the outsourcing company. Industry research shows demand for the service is on the rise. Today, most of the organizations are recognizing the advantages and profitability of outsourcing data analytics services. Sometimes, lack of skilled human resources and expertise drives the companies toward outsourcing data analytics. The advantages of data analytical outsourcing encourage organizations to gain market share and customer insights and make strategic business decisions on the basis of data analytics report.

Barcode reader is a device that reads and scans barcode using a laser or the imager. The barcode reader consists of a light source, sensor, and a lens that converts optical impulses into electrical. These readers are available in different size and shape such as handheld, counter top barcode reader, and portable. They are can read 1Donedimensional and two-dimensional (2D) codes based on its design. Laser scanners are mostly used to read onedimensional code. 2D barcode readers are able to read dot matrix and QR codes.

我们认为电商行业兼具效率和规模优势，对全球电商长期成长性和渗透率提升、龙头公司利润率爬坡具有充分信心。在有限分散的格局下，用户红利外溢将推动具备品类杀手特质的垂直赛道继续成长。从全球视角来看，重点推荐平台型龙头公司亚马逊、阿里巴巴、京东、拼多多、SEA，以及Shopify、微盟集团、中国有赞等新经济电商零售SaaS 服务商。

7 月16 日，友邦人寿保险有限公司（以下简称“友邦人寿”）发布“友自在”养老综合解决方案，推出六款全新产品。此次“友自在”养老综合解决方案的推出，以满足“养老财富+养老健康”需求的全新产品矩阵为核心基础，以全旅程、全覆盖的康养生态圈建设和定制化服务为关键优势，以强有力的专业人才团队与数字化平台为重要支撑，开创性地打造一站式综合养老账户，兼顾客户的资金和健康需求，同时规划“养老财富”和“养老健康”两个账户，同步上市六款全新产品，供客户灵活选择、量身定制。

RCEP覆盖东亚生产网络。RCEP的签署将结束东亚长期处于“活跃的区域内贸易、成熟的生产网络”与“整体性经济性合作制度安排的长期缺失”的不平衡状态，为东亚区域经济一体化提供制度保障，降低由于制度缺失而引致的贸易、投资的不通畅造成的高交易成本，进一步促进区域内贸易与投资，优化区域内的产业分工、生产网络、产业链与价值链，推动东亚经济一体化进程，支持区域内各国经济的增长。