Establishments described in this report are primarily participating in the wireless display market. Wireless Display is technology developed by Intel that enables users to stream music, movies, photos, videos and apps without wires from a compatible computer to a compatible HDTV or through the use of an adapter with other HDTVs or monitors.

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.

Establishments described in this report are primarily participating in the surgical imaging market. allow physicians and surgeons to see internal images of the body, including bones and organs, prior to and during surgical procedures. These images help reduce risk and speed recovery.

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.

沐曦拥有目前国内出生于全球顶级 GPU 厂商的全建制团队，拥有二十年高性能 GPU 从设计到量产交付的全流程经验。作为初创公司，成立一年内获得四轮共数十亿人民币的融资。2021 年 8 月 25 日，公司获得十亿人民币融资，由国调基金和中网投领投，和利资本、红杉
中国等跟投。通过此轮融资，进一步加强了沐曦在高性能 GPU 领域的研发投入。

根据工信部数据，2022年以来，我国软件业收入增速同比放缓，但仍保持两位数增长。其中，工业软件、信息安全产品和服务等细分领域景气度相对较高。1-4月份，工业软件、信息安全产品和服务收入分别同比增长12.2%、12.4%，增速高于行业整体增速1.4个百分点和1.6个百分点。受新冠疫情、以及2021年一季度利润高基数等因素的影响，计算机行业上市公司2022年一季度归母净利润承压明显。在剔除ST等表现异常的个股之后，2022年一季度，行业营业总收入合计为2217.97亿元，同比增长15.18%。

2022 年年初至今，在国内疫情影响、海外地缘政治冲突以及美联储加息背景下，市场风险偏好降低，计算机行业估值持续下行，截至6 月10 日收盘，申万计算机板块PE 已调整至34.71X，处于底部位置。基金持仓水平持续下行，同样处于近十年来的历史低位。一季度业绩受到疫情以及薪酬上涨的影响，行业利润降幅较大。我们认为随着疫情影响削弱，复工复产持续推进，行业增速恢复的同时，前期人力成本的高投入将逐渐消化，利润有望迎来拐点。

2022年A股电子指数整体呈现震荡下降格局，截至6月13日申万电子指数下降29.80%，同期沪深300指数下跌15.20%，跑输沪深300指数14.60个百分点，在申万板块一级中排名倒数第一。截止到6月13日，申万电子板块PE（TTM）为25倍，处于过去5年中10%左右的分位（最高值为65，最低值为20），低于过去一年均值的34倍，主要是市场风格切换，新能源等更受到市场关注。

2022 年-2023 年将是全球半导体产能投产高峰，届时行业大部分产品供给将得到满足，加上现在下游市场低迷，预计到2023 年行业供需格局将会改变。目前晶圆大厂已经开始改变投产计划来应对未来市场变化，在产能供给改善的情况下行业利润将集中于技术壁垒较高的领域。

6 月6 日白宫宣布给予东南亚四国（泰国、马来西亚、柬埔寨、越南）进口光伏组件及电池片24 个月关税豁免期，近期国内出台《“十四五”可再生能源发展规划》、《关于促进新时代新能源高质量发展的实施方案》等文件。