国家能源局及国家统计局公布11 月全社会用电量及能源生产数据：11 月全社会用电量6467 亿千瓦时，同比增加9.4%；发电量6419 亿千瓦时，同比增加6.8%；原煤产量3.5 亿吨，同比增加1.5%；天然气产量169 亿方，同比增加11.8%。

不惧调整，积极布局军工“跨年行情”：  本周（12.07-12.11）上证综指跌 2.8%，创业板指数跌 1.6%，国防军工指数跌 3.6%，跑输大盘 0.8 个百分 点，排名 15/29。当前我们依旧建议积极布局跨年行情：1）军工“十四五” 规划有望超预期，“新装备放量+国产替代加速”是支撑军工长线走牛的最核 心逻辑；2）军工“基本面反转、景气上行逻辑”已在 2020 中报、Q3 季报 反复得到印证，拐点确定，上行继续，自 8 月以来，军工板块震荡盘整， 已消化前期涨幅过快的风险，也带来优质公司的介入良机；3）随着市场 风险偏好提升，军工跨年行情一触即发，高景气龙头将先迎估值切换行情。

Armor materials, used as protective clothing, play a significant role in protection of vehicle, army personnel, and aircrafts. The report focuses on armor materials and its major applications including vehicle, aerospace, and body armors. It analyzes the current market trends of armor materials, and related products in different geographies and suggests the future growth opportunities for key market players. In addition, it highlights numerous factors that influence the growth of the global market such as key drivers, restraints, growth opportunities, and the role of different key players. Market segmentation based on material types of armor materials such as metals and alloys, composite, ceramics, and fiberglass is also included, along with the quantitative data in terms of both value and volume.

近日，住建部等部门联合印发《关于进一步推进生活垃圾分类工作的若干意见》的通知。《意见》提出，到2020 年底，直辖市、省会城市、计划单列市和第一批生垃圾分类示范城市力争实现生活垃圾分类投放、分类收集基本全覆盖，分类运输体系基本建成，分类处理能力明显增强；其他地级城市初步建立生活垃圾分类推进工作机制。力争再用5 年左右时间，基本建立配套完善的生活垃圾分类法律法规制度体系；地级及以上城市因地制宜基本建立生活垃圾分类投放、分类收集、分类运输、分类处理系统；全国城市生活垃圾回收利用率达到35%以上。