The overall taxi market is becoming competitive majorly due to the rising trend of ride-sharing and ride-hailing services. Ride-sharing is gaining popularity among commuters across the world and the market is expanding at a rapid pace. Today, Uber has established itself as a market leader when it comes to cab-hailing services. The brand is slowly inching into other streams of services as well. Uber is a global leader in the taxi market; however, when it comes to any specific country, global leaders are merging or doing partnerships with the domestic leading companies. For instance, Didi Chuxing, which dominates the Chinese car-hailing services, has taken over Uber’s Chinese operation, strengthening its market share on the mainland and possibly gives it a toehold to expand abroad. Artificial intelligence is expected to step into the world of taxi especially in ride-hailing; for instance, the acquisition of SPLT by Bosch and the partnership that Sony has established with Tokyo taxis are future opportunities. Lots of new players are entering the taxi market by creating their own local Uber-like apps.

The North America medication adherence packaging market is estimated to grow at a CAGR of 6.3% from 2019 - 2027. Key factors that are driving growth of the market are rising demand for adherence packaging from patients, rising need to minimize medication wastage and growing initiatives by government. However, the market is estimated to experience slower growth due to the high cost of installation and maintenance for medication packaging systems.

复盘社服板块15 年变迁，题材、成长、价值交织，近三年白马称雄。子板块轮动，虽阶段有波动，但长线高壁垒与可复制是核心。行业特征：周期性分化、季节性较强，敏感性（短期受传染疫情或重大灾害影响较大）与韧性突出（灾后或疫情后恢复增长通常较为显著）。

疫情期间出行不便，倒逼线上消费上升，快递是疫情期间保民生的重要环节，但疫情期间快递企业复工、揽派件时效受影响，考验快递企业组织生产能力。

政策有望迎来中长期拐点是我们推荐快逑柜产业链的核心逡辑。疫情当前，为减少人员接触，快递不外卖平台纷纷推出“非接触配送”服务，国家邮政局在2月6日新闻发布会上提出“要积极推广定点收寄、定点投递、预约投递、智能快递箱等模式“。疫情影响下，我们讣为智能快逑柜作为“无接触配送”的重要载体，将得到国家政策层面的高度重视，有望得到大力推广，而消费者对亍快逑柜接受程度经历疫情后将大幅提升，快逑柜产业链将迎来中长期利好。