2Q 全球智能手机，PC 等消费电子产品需求出现明显下滑,2Q22 手机品牌厂商及上游供应链库存仍然处于高位，且去库存行动对公司毛利率造成了一定拖累。受下游消费电子需求疲软影响，根据WSTS，2022 年6 月全球半导体行业销售额为508.2 亿美元，同比增长13.3%，环比减少1.9% 。2Q22全球主要芯片厂商库存水平处于高位。云计算中2Q 海外云客户需求平稳，国内互联网云厂商资本开支不及factset 预期。展望未来，我们建议关注（1）中美竞争压力下有望加速增长板块（设备/材料），（2） 市场预期足够悲观（CIS 等手机芯片）和高景气有望持续（功率，光芯片，高性能计算）板块。

Intravenous (IV) therapy helps to deliver medications, fluids, and other nutrients directly into the body through veins. IV therapy is used during lifesaving therapeutic treatment and in wellness treatment. Since ancient times, blood therapy has been around, and blood has been viewed as a therapeutic substance. However, lack of proper understanding of blood types, infectious agents, and the absence of ideal materials such as plastics held back IV therapy for centuries. Later, IV therapy became the fastest way of delivering blood products, medications, vitamins, or other vital fluids. IV therapy is usually provided to the patient with the help of an intravenous catheter, either through an injection with a syringe or infusion.

Endoscopy: According to the National Cancer Institute endoscopy is defined as “a procedure that uses an endoscope to examine the inside of the body. An endoscope is a thin, tube-like instrument with a light and a lens for viewing. It may also have a tool to remove tissue to be checked under a microscope for signs of disease.”  Capsule Endoscopy: According to Mayo Foundation for Medical Education and Research (MFMER), capsule endoscopy is defined as, “a procedure that uses a tiny wireless camera to take pictures of your digestive tract. A capsule endoscopy camera sits inside a vitamin-size capsule you swallow. As the capsule travels through your digestive tract, the camera takes thousands of pictures that are transmitted to a recorder you wear on a belt around your waist’.

Technology plays a very important role in the healthcare and medical fields. Several technological equipment and devices such as digital thermometers, insulin pumps, smart inhaler pulse oximeters, blood glucose meters, wireless brain sensors have been designed for better healthcare. In the medical field, over 500,000 technological devices are being used in hospital settings and various other healthcare facilities. With growing technology in healthcare, there have been advancements in Internet of Things (IoT) and sensors that improve patient safety, information accuracy, and critical quality control. Healthcare technology has the potential to improve the use of sensors in the medical sector.

As per the scope of the study, conventional microscopes are surgical or operating microscopes that are designed to be used in surgical procedures, typically to perform microscopic surgeries. The system is an optical instrument that offers the surgeon or user high-quality, stereoscopic, illuminated, and magnified images of the surgical area.

In recent times, high emphasis has been laid on the adverse effects of conventional agriculture on the environment. Some of these concerns include depletion of natural resources, misuse of synthetic chemical inputs into the soil, and contamination of water resources. To meet the growing global food demand with the increasing population, which is expected to reach 9.74 billion by 2050, alternative, and optimized ways of growing and monitoring crops have been innovated, thereby implementing smart farming techniques. This has led to a great rise in alternative production systems within both small growers and large-scale commercial productions.

Endoscopy: According to the National Institutes of Health (NIH), U.S., endoscopy is defined as ‘a procedure that uses an endoscope to examine the inside of the body. An endoscope is a thin, tube-like instrument with a light and a lens for viewing. It may also have a tool to remove tissue to be checked under a microscope for signs of disease’. Endoscopic Imaging System: According to BIS Research, an endoscopic imaging system is defined as a combination of multiple devices that are used together for performing diagnostic or therapeutic endoscopic procedures. An endoscopic imaging system usually comprises a monitor, camera, light source, and an endoscope or camera head that is inserted in the body cavity.

光伏组件是光伏发电系统的核心，兼具ToB 和ToC 属性。光伏组 件是能单独提供直流电输出的最小光伏电池组合装置，位于整个光伏产 业链中游、制造环节末端，直接面向终端应用市场，兼具ToB 行业的成 本和制造属性，以及ToC 行业的品牌和渠道属性，其下游为光伏电站系 统。对比光伏产业链的其他环节，光伏组件具有轻资产、高周转、低ROE 特征，其中一体化组件企业具备更好的资产投资效益和盈利能力。